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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 %
VCM
826
Viewpoint Capital Management
Washington
$1.04M – – –
EWA
827
EP Wealth Advisors
California
$1.04M -$452K -1,824 -30%
DC
828
Davenport & Co
Virginia
$1.04M +$88.5K +1,036 +9%
NRS
829
Neville Rodie & Shaw
New York
$1.04M -$301K -3,529 -23%
HTC
830
Haverford Trust Company
Pennsylvania
$1.03M +$67.6K +791 +7%
WWA
831
WCG Wealth Advisors
Nevada
$1.03M +$6.91K +81 +0.7%
BWM
832
Buckley Wealth Management
Nevada
$1.02M +$98.3K +1,151 +11%
SWM
833
Spire Wealth Management
Virginia
$1.02M -$208K -2,438 -17%
OAM
834
Ostrum Asset Management
France
$1.02M +$2.99K +35 +0.3%
VCA
835
Verdence Capital Advisors
Maryland
$1.02M +$13.9K +163 +1%
NW
836
NewEdge Wealth
Pennsylvania
$1.02M +$510K +5,966 +100%
DAM
837
Delta Asset Management
Tennessee
$1.02M – – –
WPC
838
Wedmont Private Capital
Pennsylvania
$1.01M +$77.4K +902 +8%
BAM
839
Berkshire Asset Management
Pennsylvania
$1.01M -$2.82K -33 -0.3%
SBIA
840
Sheaff Brock Investment Advisors
Indiana
$1.01M -$14.4K -169 -1%
RZH
841
Relyea Zuckerberg Hanson
Connecticut
$1M +$3.67K +43 +0.4%
MG
842
Mather Group
Illinois
$1M -$18.4K -215 -2%
Simplex Trading
843
Simplex Trading
Illinois
$997K +$997K +11,678 New
QC
844
Quent Capital
New York
$994K -$13.5K -158 -1%
PWP
845
Principle Wealth Partners
Connecticut
$993K -$80.3K -940 -7%
HIA
846
Harbor Investment Advisory
Maryland
$991K -$16.4K -192 -2%
GCM
847
Gibraltar Capital Management
Oklahoma
$991K -$4.55M -53,231 -82%
TCOV
848
Trust Company of Vermont
Vermont
$991K +$72K +843 +8%
LSA
849
Lansing Street Advisors
Pennsylvania
$991K +$9.22K +108 +0.9%
ICG
850
InterOcean Capital Group
Tennessee
$985K -$229K -2,682 -19%
32 33
34
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