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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 %
IRC
801
Investors Research Corp
Georgia
$1.13M – – –
ANTB
802
AMG National Trust Bank
Colorado
$1.12M +$44.3K +519 +4%
PHS
803
Pekin Hardy Strauss
Illinois
$1.11M +$25.6K +300 +2%
BCM
804
Brookstone Capital Management
Illinois
$1.11M +$259K +3,103 +30%
LCM
805
Laurion Capital Management
New York
$1.11M -$37.7M -441,526 -97%
IAS
806
Insigneo Advisory Services
Florida
$1.11M +$880K +10,299 +387%
TF
807
TLWM Financial
Texas
$1.1M +$13.9K +163 +1%
WANY
808
Wealthspire Advisors (New York)
New York
$1.1M +$11.4K +134 +1%
HCM
809
Hodges Capital Management
Texas
$1.1M -$1M -12,397 Closed
BPCA
810
Bank Pictet & Cie (Asia)
Singapore
$1.1M – – –
CASB
811
Cape Ann Savings Bank
Massachusetts
$1.09M +$54.7K +640 +5%
HCA
812
Harbour Capital Advisors
Virginia
$1.09M +$12.5K +145 +1%
PAM
813
Panagora Asset Management
Massachusetts
$1.09M -$8.06M -94,358 -88%
ZIG
814
Zullo Investment Group
Pennsylvania
$1.08M -$84.1K -985 -7%
BFS
815
Bard Financial Services
Connecticut
$1.08M +$10.7K +125 +1%
SACTSONJ
816
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.08M – – –
TFA
817
Transamerica Financial Advisors
Florida
$1.08M +$19.3K +226 +2%
AWE
818
Avidian Wealth Enterprises
Texas
$1.07M +$274K +3,208 +34%
FNT
819
First National Trust
Pennsylvania
$1.07M +$2.05K +24 +0.2%
AFG
820
AFS Financial Group
Maryland
$1.07M +$233K +2,725 +28%
STA
821
Summit Trail Advisors
New York
$1.07M +$258K +3,020 +32%
AC
822
Abbrea Capital
California
$1.07M -$2.48K -29 -0.2%
DI
823
DFPG Investments
Utah
$1.05M +$211K +2,264 +25%
PL
824
Perpetual Ltd
Australia
$1.05M -$5.21K -61 -0.5%
DLHL
825
Donald L. Hagan LLC
Florida
$1.05M -$43.6K -511 -4%
31 32
33
34 35