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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 %
CG
1001
Colony Group
Massachusetts
$600K -$8.96K -105 -1%
SS
1002
Sunbelt Securities
Texas
$599K +$35.4K +414 +6%
CIA
1003
Caerus Investment Advisors
Texas
$599K – – –
PI
1004
Parkside Investments
Illinois
$598K – – –
BL
1005
Balentine LLC
Georgia
$596K -$537K -6,291 -47%
WF
1006
Welch & Forbes
Massachusetts
$594K -$63.1K -739 -10%
SM
1007
Salzhauer Michael
$593K -$17.1K -200 -3%
TPW
1008
Transatlantique Private Wealth
New York
$592K +$26.8K +314 +5%
IA
1009
IFG Advisors
Missouri
$592K – – –
HPC
1010
HM Payson & Co
Maine
$591K -$19.6K -230 -3%
OIM
1011
Orca Investment Management
Oregon
$591K – – –
BPCE
1012
Bank Pictet & Cie (Europe)
Germany
$591K +$372K +4,359 +170%
TCB
1013
Texas Capital Bancshares
Texas
$591K +$591K +6,916 New
TWM
1014
TriaGen Wealth Management
California
$590K – – –
CG
1015
Clifford Group
Massachusetts
$587K +$112K +1,317 +24%
MWM
1016
Mission Wealth Management
California
$586K +$77K +902 +15%
SSA
1017
Schonfeld Strategic Advisors
New York
$579K +$579K +6,780 New
WOC
1018
West Oak Capital
California
$577K -$97.1K -1,137 -14%
IWP
1019
Icon Wealth Partners
Texas
$575K +$262K +3,071 +84%
DWA
1020
Douglass Winthrop Advisors
New York
$575K +$85.8K +1,005 +18%
CH
1021
Canton Hathaway
Rhode Island
$574K – – –
PWLP
1022
Prio Wealth Limited Partnership
Massachusetts
$571K -$4.27K -50 -0.7%
BCG
1023
Breakwater Capital Group
New Jersey
$570K +$75.4K +883 +15%
CAM
1024
CenterStar Asset Management
Illinois
$570K +$570K +6,664 New
WWM
1025
Western Wealth Management
Colorado
$569K -$427 -5 -0.1%
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