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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 %
AFS
776
Aft Forsyth & Sober
Florida
$1.26M – – –
QT
777
Quantbot Technologies
New York
$1.25M +$1.25M +14,610 New
VIA
778
Vident Investment Advisory
Georgia
$1.25M -$1.14M -13,319 -48%
MAM
779
Morse Asset Management
Connecticut
$1.24M -$1.26M -14,727 -50%
MAM
780
Mystic Asset Management
Rhode Island
$1.24M -$40.5K -474 -3%
DM
781
Delphi Management
Massachusetts
$1.24M +$1.24M +14,507 New
DPIM
782
Duff & Phelps Investment Management
Illinois
$1.24M – – –
RSA
783
River Street Advisors
Illinois
$1.23M -$14.2K -166 -1%
SEC
784
Seven Eight Capital
New York
$1.23M +$1.23M +14,443 New
MWM
785
Meridian Wealth Management
Kentucky
$1.22M +$2.56K +30 +0.2%
BCP
786
Berkeley Capital Partners
Georgia
$1.19M +$222K +2,604 +23%
GSEP
787
Golden State Equity Partners
California
$1.19M +$306K +3,581 +35%
WT
788
Whittier Trust
California
$1.19M +$27.2K +319 +2%
SCI
789
S&CO Inc
Massachusetts
$1.19M – – –
LFM
790
LGT Fund Management
Liechtenstein
$1.19M -$278K -3,250 -19%
EIM
791
Essex Investment Management
Massachusetts
$1.19M -$27.7K -324 -2%
NP
792
Nilsine Partners
Colorado
$1.18M +$40.4K +473 +4%
AF
793
Allworth Financial
California
$1.16M +$192K +2,245 +20%
SFM
794
Systematic Financial Management
New Jersey
$1.15M – – –
PI
795
PFG Investments
New York
$1.15M +$153K +1,792 +15%
EM
796
Excalibur Management
Massachusetts
$1.14M – – –
SC
797
SouthState Corp
Florida
$1.14M -$37.6K -440 -3%
FCI
798
Financial Counselors Inc
Kansas
$1.14M -$106K -1,238 -8%
LRWA
799
Long Run Wealth Advisors
New York
$1.14M -$183K -2,145 -14%
FCP
800
Fidelis Capital Partners
Florida
$1.14M +$38.5K +451 +4%
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