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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 %
OIA
851
OneDigital Investment Advisors
Kansas
$984K -$32.2K -377 -3%
BTWM
852
Baker Tilly Wealth Management
Wisconsin
$982K +$18.3K +214 +2%
IA
853
IFP Advisors
Florida
$979K +$208K +2,437 +27%
CBT
854
Central Bank & Trust
Kentucky
$976K -$4.7K -55 -0.5%
FFP
855
FourThought Financial Partners
Florida
$975K -$53.4K -625 -5%
DWT
856
Dorsey & Whitney Trust
South Dakota
$974K -$52.6K -616 -5%
AAM
857
AR Asset Management
California
$974K – – –
EWA
858
EverSource Wealth Advisors
Alabama
$971K -$37.1K -434 -4%
KNW
859
Kesler Norman & Wride
Utah
$969K -$17.3K -203 -2%
GC
860
GFG Capital
Florida
$965K -$1.37K -16 -0.1%
RPC
861
Rossmore Private Capital
Connecticut
$962K +$444K +5,200 +86%
JWCA
862
J.W. Cole Advisors
Florida
$961K -$70.4K -824 -7%
PCM
863
Parsons Capital Management
Rhode Island
$956K +$80.3K +940 +9%
WCM
864
Washburn Capital Management
Florida
$949K -$186K -2,175 -16%
DWM
865
Dakota Wealth Management
Florida
$941K -$288K -3,375 -23%
FTWA
866
Fifth Third Wealth Advisors
Ohio
$938K +$535K +6,267 +133%
BFIM
867
Beese Fulmer Investment Management
Ohio
$937K – – –
LB
868
Legacy Bridge
Iowa
$931K +$53.4K +625 +6%
CWAG
869
Compton Wealth Advisory Group
Virginia
$927K +$12.6K +147 +1%
NC
870
Nightview Capital
Texas
$926K +$926K +10,844 New
WT
871
Washington Trust
Rhode Island
$920K – – –
CT
872
Columbia Trust
Oregon
$917K +$17.3K +203 +2%
VCWA
873
Vanguard Capital Wealth Advisors
Colorado
$915K -$7.26K -85 -0.8%
TSWM
874
Triangle Securities Wealth Management
North Carolina
$914K -$24.5K -287 -3%
VWM
875
Venturi Wealth Management
Texas
$913K +$82.2K +963 +10%
33 34
35
36 37