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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 %
EW
976
Evoke Wealth
California
$643K +$153K +1,787 +31%
CFG
977
Cooper Financial Group
California
$642K +$38.2K +447 +6%
PPP
978
Private Portfolio Partners
New Jersey
$641K +$12.1K +142 +2%
AOI
979
Auto-Owners Insurance
Michigan
$641K – – –
ZCM
980
Zenyatta Capital Management
Delaware
$641K +$641K +7,500 New
XT
981
XTX Topco
Cayman Islands
$639K +$152K +1,778 +31%
SRC
982
Shufro Rose & Co
New York
$634K -$6.41K -75 -1%
NAS
983
Nicolet Advisory Services
Wisconsin
$631K +$41.4K +497 +7%
KA
984
KLCM Advisors
Wisconsin
$629K +$118K +1,383 +23%
BHBT
985
Burke & Herbert Bank & Trust
Virginia
$628K -$35.6K -417 -5%
HBT
986
Hills Bank & Trust
Iowa
$627K -$64.8K -759 -9%
RIG
987
Renaissance Investment Group
Massachusetts
$627K – – –
YIH
988
Y-Intercept (HK)
Hong Kong
$626K +$151K +1,765 +32%
NFA
989
Northern Financial Advisors
Michigan
$617K -$69.7K -816 -10%
SB
990
Strategic Blueprint
Georgia
$616K -$10.8K -126 -2%
RR
991
Robotti Robert
$616K – – –
MFC
992
Mechanics Financial Corp
Ohio
$615K +$6.83K +80 +1%
MC
993
Maverick Capital
Texas
$615K +$615K +7,200 New
CA
994
Claro Advisors
Massachusetts
$613K +$38.7K +453 +7%
Los Angeles Capital Management
995
Los Angeles Capital Management
California
$613K -$7.19M -84,135 -92%
PCS
996
Personal CFO Solutions
New Jersey
$612K +$55.2K +646 +10%
CDH
997
Charles D. Hyman
$611K -$1.28K -15 -0.2%
Empower Advisory Group
998
Empower Advisory Group
Colorado
$608K -$16.1K -188 -3%
CFG
999
Citizens Financial Group
Rhode Island
$606K -$453K -5,302 -43%
AC
1000
AlphaCore Capital
California
$601K -$99K -1,159 -14%
38 39
40
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