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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 %
IIL
726
Insight Inv LLC
California
$1.46M +$75.2K +880 +5%
NERM
727
New England Research & Management
Illinois
$1.46M +$260K +3,050 +22%
IFWM
728
Institute for Wealth Management
Colorado
$1.45M -$3.84K -45 -0.3%
CAM
729
Covenant Asset Management
New Jersey
$1.45M +$57.6K +675 +4%
FMAEN1
730
Fund Management at Engine No 1
California
$1.45M +$94.9K +1,111 +7%
OAM
731
Oak Asset Management
California
$1.45M +$10.7K +125 +0.7%
SFG
732
SevenBridge Financial Group
Pennsylvania
$1.45M +$204K +2,385 +16%
HI
733
Horizon Investments
North Carolina
$1.45M +$26.2K +310 +2%
IB
734
Intrust Bank
Kansas
$1.44M -$90.3K -1,057 -6%
SA
735
Strategic Advisors
New York
$1.44M +$598 +7 +0%
CSPIA
736
Cary Street Partners Investment Advisory
Virginia
$1.43M +$1.14M +13,355 +391%
PAM
737
Paradigm Asset Management
New York
$1.43M +$93.9K +1,100 +7%
FA
738
FDx Advisors
Illinois
$1.42M -$2.8M -32,817 -66%
CWM
739
Congress Wealth Management
Massachusetts
$1.42M +$8.8K +103 +0.6%
AIC
740
Argus Investors Counsel
New York
$1.42M +$35.9K +420 +3%
WS
741
Wedbush Securities
California
$1.41M +$248K +2,900 +21%
CWM
742
Chesapeake Wealth Management
Virginia
$1.41M +$24.1K +282 +2%
AIS
743
AM Investment Strategies
Tennessee
$1.41M +$18.1K +212 +1%
WSFS
744
Wilmington Savings Fund Society
Delaware
$1.4M -$8.97K -105 -0.6%
MA
745
Mutual Advisors
Nebraska
$1.39M +$418K +4,892 +43%
CF
746
Centaurus Financial
California
$1.38M +$41.8K +490 +3%
TCM
747
Teza Capital Management
Illinois
$1.38M +$824K +9,650 +149%
WPC
748
White Pine Capital
Minnesota
$1.37M -$6.49K -76 -0.5%
Luther King Capital Management (LKCM)
749
Luther King Capital Management (LKCM)
Texas
$1.37M +$13.7K +160 +1%
AIM
750
Allen Investment Management
New York
$1.37M – – –
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