MS icon

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 %
NCM
876
NCM Capital Management
New Jersey
$906K +$1.37K +16 +0.2%
ADL
877
Asset Dedication LLC
California
$904K -$98.1K -1,154 -10%
BAM
878
Belpointe Asset Management
Nevada
$895K -$938K -10,986 -51%
RPCONE
879
Retirement Planning Company of New England
Rhode Island
$894K +$3.42K +40 +0.4%
CAAS
880
Capital Asset Advisory Services
Michigan
$892K +$81.2K +947 +10%
BFG
881
Beacon Financial Group
Texas
$892K -$74.3K -872 -8%
MGIA
882
Moneta Group Investment Advisors
Missouri
$889K -$48.8K -571 -5%
MC
883
Moors & Cabot
Massachusetts
$882K +$74.4K +871 +9%
DS
884
DRW Securities
Illinois
$880K +$550K +6,444 +167%
MTIM
885
Marathon Trading Investment Management
Pennsylvania
$878K +$228K +2,670 +35%
RCIM
886
Red Cedar Investment Management
Michigan
$871K -$558K -6,538 -39%
SAM
887
Silvercrest Asset Management
New York
$868K +$3.76K +44 +0.4%
CIAS
888
Capital Investment Advisory Services
North Carolina
$866K +$190K +2,224 +28%
FHA
889
First Horizon Advisors
Tennessee
$866K -$52.2K -611 -6%
CWM
890
Calamos Wealth Management
Illinois
$863K +$10.3K +121 +1%
AIA
891
Alera Investment Advisors
Illinois
$862K +$35.9K +420 +4%
MFG
892
Magnus Financial Group
New York
$860K -$12.9K -151 -1%
PGIM
893
Pacific Global Investment Management
California
$858K -$82.9K -971 -9%
GA
894
Greenhaven Associates
New York
$854K – – –
DAS
895
Dynamic Advisor Solutions
Arizona
$849K +$234K +2,744 +38%
FDCC
896
Foster Dykema Cabot & Co
Massachusetts
$849K +$849K +9,939 New
MCM
897
Mork Capital Management
California
$848K – – –
CFCI
898
Comprehensive Financial Consultants Institutional
Indiana
$846K +$24K +278 +3%
NFC
899
Northeast Financial Consultants
Connecticut
$840K -$156K -1,821 -16%
BAM
900
Blueshift Asset Management
New Jersey
$837K +$155K +1,812 +23%
34 35
36
37 38