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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 %
RC
1026
Roundview Capital
New Jersey
$568K +$90.1K +1,055 +19%
LSPW
1027
Lake Street Private Wealth
Illinois
$567K -$21.2K -248 -4%
KFS
1028
Kurt F. Somerville
$567K – – –
Jones Financial Companies
1029
Jones Financial Companies
Missouri
$567K +$258K +3,025 +84%
HA
1030
Harbor Advisors
Florida
$564K – – –
EAM
1031
Eagle Asset Management
Florida
$562K +$238K +2,783 +73%
AIA
1032
Arbor Investment Advisors
North Carolina
$560K -$2.22K -26 -0.4%
SAM
1033
Sompo Asset Management
Japan
$555K +$32.5K +380 +6%
CC
1034
Corton Capital
Ontario, Canada
$555K +$555K +6,496 New
LDB
1035
Lee, Danner & Bass
Tennessee
$554K +$1.11K +13 +0.2%
FWIA
1036
Fort Washington Investment Advisors
Ohio
$552K -$79.5K -931 -13%
AIM
1037
Anchor Investment Management
South Carolina
$552K +$29.5K +346 +6%
AWM
1038
Avior Wealth Management
Nebraska
$550K -$3.67K -43 -0.7%
BFEC
1039
Benjamin F. Edwards & Company
Missouri
$549K +$63.8K +747 +13%
PCC
1040
Park Circle Company
Maryland
$547K – – –
CWP
1041
Concord Wealth Partners
Virginia
$546K +$219K +2,565 +67%
BOH
1042
Bank of Hawaii
Hawaii
$543K -$1.28K -15 -0.2%
CWM
1043
Castle Wealth Management
Florida
$542K +$18.5K +217 +4%
BCM
1044
Brown Capital Management
Maryland
$540K – – –
CIC
1045
Chilton Investment Company
Connecticut
$539K -$7.68M -89,875 -93%
ICA
1046
Infrastructure Capital Advisors
New York
$539K +$193K +2,260 +56%
PFGIA
1047
Patriot Financial Group Insurance Agency
Massachusetts
$536K +$1.79K +21 +0.3%
CWM
1048
Chicago Wealth Management
Illinois
$533K – – –
UAML
1049
US Asset Management LLC
Pennsylvania
$532K – – –
PFBT
1050
Parkside Financial Bank & Trust
Missouri
$532K -$11.8K -138 -2%
40 41
42
43 44