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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 %
NEI
901
Northwest & Ethical Investments
Ontario, Canada
$832K -$14.9K -175 -2%
HC
902
Hamilton Capital
Ohio
$830K +$92.1K +1,078 +12%
MP
903
McDonald Partners
Ohio
$828K -$90.2K -1,056 -10%
ARMT
904
Amica Retiree Medical Trust
Rhode Island
$818K +$86.3K +1,010 +12%
E
905
Ergoteles
New York
$818K +$818K +9,574 New
PCP
906
Proficio Capital Partners
Massachusetts
$816K -$51.1K -598 -6%
CCFP
907
Charles Carroll Financial Partners
Massachusetts
$814K -$145K -1,700 -15%
PPW
908
Parcion Private Wealth
Washington
$809K -$3.67K -43 -0.5%
TCM
909
Twin Capital Management
Pennsylvania
$803K -$6.32K -74 -0.8%
MMPW
910
Mitchell McLeod Pugh & Williams
Alabama
$803K -$2.22K -26 -0.3%
SIA
911
Schechter Investment Advisors
Michigan
$797K -$106K -1,241 -12%
WAL
912
W Advisors LLC
Tennessee
$790K +$1.71K +20 +0.2%
LIG
913
Lokken Investment Group
Delaware
$789K +$140K +1,644 +22%
FCFC
914
First Citizens Financial Corp
Iowa
$786K +$786K +9,208 New
BJL
915
Brighton Jones LLC
Washington
$785K +$19K +222 +2%
RFA
916
Resurgent Financial Advisors
Georgia
$785K +$48.1K +563 +7%
SIM
917
Sentry Investment Management
Wisconsin
$783K +$477K +5,592 +156%
PCM
918
Pennsylvania Capital Management
Pennsylvania
$778K +$769 +9 +0.1%
ERIC
919
Eagle Rock Investment Company
Georgia
$777K – – –
FPCP
920
Fort Point Capital Partners
California
$775K +$5.38K +63 +0.7%
FNFDCM
921
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$773K +$19.7K +231 +3%
PWPS
922
Pinnacle Wealth Planning Services
Ohio
$768K -$9.05K -106 -1%
HFM
923
Hartford Funds Management
Pennsylvania
$766K +$100K +1,176 +15%
SRC
924
Sage Rhino Capital
California
$761K -$67K -784 -8%
GVAG
925
Great Valley Advisor Group
Delaware
$753K +$38.3K +448 +5%
35 36
37
38 39