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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 %
BFS
751
Bradley Foster & Sargent
Connecticut
$1.37M +$51.2K +600 +4%
IIC
752
Ironwood Investment Counsel
Arizona
$1.36M +$127K +1,487 +10%
BFIC
753
Bedell Frazier Investment Counselling
California
$1.36M +$4.44K +52 +0.3%
1SB
754
1ST Source Bank
Indiana
$1.36M +$51.2K +600 +4%
GAM
755
Gotham Asset Management
New York
$1.35M -$115K -1,342 -8%
WW
756
Waterfront Wealth
Kansas
$1.34M +$195K +2,041 +17%
AT
757
Avalon Trust
New Mexico
$1.33M – – –
QCG
758
Quadrant Capital Group
Ohio
$1.33M -$60.3K -706 -4%
CC
759
Courier Capital
New York
$1.33M -$290K -3,397 -18%
TAM
760
Trust Asset Management
Texas
$1.31M – – –
SWM
761
SeaCrest Wealth Management
New York
$1.31M -$16.7K -196 -1%
SIA
762
Schear Investment Advisers
Ohio
$1.3M +$7.94K +93 +0.6%
PA
763
Profund Advisors
Maryland
$1.3M -$26K -305 -2%
GWSG
764
GPS Wealth Strategies Group
Colorado
$1.29M -$39K -457 -3%
OCBCO
765
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.28M +$841K +9,857 +190%
CA
766
Cetera Advisors
Colorado
$1.28M +$229K +2,930 +22%
CI
767
Cigna Investments
Connecticut
$1.27M -$29.5K -346 -2%
Koshinski Asset Management
768
Koshinski Asset Management
Illinois
$1.27M -$770K -9,018 -38%
DI
769
Diligent Investors
California
$1.26M +$171 +2 +0%
FWP
770
FAS Wealth Partners
Kansas
$1.26M +$167K +1,951 +15%
FB
771
Fulton Bank
Pennsylvania
$1.26M +$23.7K +278 +2%
DCM
772
Decatur Capital Management
Georgia
$1.26M -$17.8K -208 -1%
LWM
773
Laidlaw Wealth Management
New York
$1.26M +$642K +7,516 +104%
SAM
774
Strategy Asset Managers
California
$1.26M +$12.2K +143 +1%
ST
775
Somerset Trust
Pennsylvania
$1.26M -$37.7K -441 -3%
29 30
31
32 33