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Morgan Stanley
MS

Overview Fund Activity

1,672 hedge funds and large institutions have $119B invested in Morgan Stanley in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 639 increasing their positions, 665 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,672
Holders Change
+13
Holders Change %
+0.78%
% of All Funds
26.37%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.33%
New
125
Increased
639
Reduced
665
Closed
102
Calls
$2.71B
Puts
$2.55B
Net Calls
+$165M
Net Calls Change
+$40.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$304M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$163M
3
Jane Street
Jane Street
New York
+$153M
4
Ameriprise
Ameriprise
Minnesota
+$133M
5
Goldman Sachs
Goldman Sachs
New York
+$132M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$1.63B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$909M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$652M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$372M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGIM
701
Capital Group Investment Management
Singapore
$1.61M -$367K -4,300 -19%
HCM
702
Howland Capital Management
Massachusetts
$1.6M +$481K +5,635 +43%
NL
703
NVWM LLC
Pennsylvania
$1.58M +$57.3K +671 +4%
DAM
704
Deltec Asset Management
New York
$1.58M – – –
AIM
705
Acropolis Investment Management
Missouri
$1.57M -$7.43K -87 -0.5%
BRWA
706
B. Riley Wealth Advisors
Florida
$1.57M -$1.74M -20,333 -53%
WSTAM
707
Wilbanks Smith & Thomas Asset Management
Virginia
$1.57M -$10.4M -121,469 -87%
WWM
708
Wolff Wiese Magana
California
$1.56M +$200K +2,346 +15%
AFM
709
Abbot Financial Management
Massachusetts
$1.56M +$10.7K +125 +0.7%
BBHC
710
Brown Brothers Harriman & Co
New York
$1.56M -$196K -2,300 -11%
SW
711
SVB Wealth
Massachusetts
$1.55M -$304K -3,556 -16%
PFS
712
Prospera Financial Services
Texas
$1.54M +$74K +866 +5%
APWM
713
Atlas Private Wealth Management
New York
$1.54M +$251K +2,937 +19%
BW
714
Bison Wealth
Georgia
$1.54M -$512K -6,000 -25%
CFB
715
Cullen/Frost Bankers
Texas
$1.54M -$48.5K -568 -3%
UCFA
716
United Capital Financial Advisors
Texas
$1.53M -$82.3K -964 -5%
CCA
717
Checchi Capital Advisers
California
$1.53M +$136K +1,596 +10%
CCT
718
Chemung Canal Trust
New York
$1.52M +$3.84K +45 +0.3%
ADBIC
719
A.D. Beadell Investment Counsel
Wisconsin
$1.51M – – –
SCA
720
Snowden Capital Advisors
New York
$1.5M -$32.5K -381 -2%
TIA
721
Trust Investment Advisors
Indiana
$1.49M +$26.2K +307 +2%
SAI
722
Systematic Alpha Investments
New Jersey
$1.48M – – –
VFA
723
Valeo Financial Advisors
Indiana
$1.47M +$147K +1,719 +11%
Verition Fund Management
724
Verition Fund Management
Connecticut
$1.47M +$1.06M +12,405 +259%
NWM
725
Northcape Wealth Management
New York
$1.47M -$7.6K -89 -0.5%
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