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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 %
WPW
1051
Waldron Private Wealth
Pennsylvania
$531K -$241K -2,818 -31%
CHAM
1052
Clear Harbor Asset Management
Connecticut
$531K -$8.97K -105 -2%
LFDLE
1053
La Financiere de L'Echiquier
France
$529K +$299K +3,500 +130%
EWM
1054
Empirical Wealth Management
Washington
$524K -$319K -3,731 -38%
NHC
1055
Nicholas Hoffman & Company
Georgia
$524K +$85 +1 +0%
ACM
1056
Advisors Capital Management
New Jersey
$523K +$49.2K +576 +10%
ATC
1057
Adirondack Trust Company
New York
$523K +$12.8K +140 +3%
CCM
1058
Carlson Capital Management
Minnesota
$520K +$9.91K +116 +2%
VWA
1059
Visionary Wealth Advisors
Illinois
$519K -$19.4K -227 -4%
GL
1060
Graypoint LLC
New York
$517K -$123K -1,440 -19%
SCA
1061
Sippican Capital Advisors
Massachusetts
$517K -$19K -222 -4%
WBG
1062
Wharton Business Group
Pennsylvania
$514K – – –
CD
1063
Chapin Davis
Maryland
$513K +$4.87K +57 +1%
AC
1064
ASB Consultores
Florida
$513K -$72.5K -849 -12%
RLIM
1065
Red Lighthouse Investment Management
New York
$508K – – –
CT
1066
Cambridge Trust
Massachusetts
$504K -$30.1K -352 -6%
TWI
1067
Thomas White International
Illinois
$502K – – –
LCGC
1068
Legacy Capital Group California
California
$501K +$12.4K +145 +3%
BWG
1069
Beta Wealth Group
California
$495K +$76.9K +900 +18%
BFG
1070
Berger Financial Group
Minnesota
$493K -$8.63K -101 -2%
RSS
1071
Rosenblum Silverman Sutton
California
$493K -$19.9K -233 -4%
HWA
1072
Heritage Wealth Advisors
Virginia
$491K +$512 +6 +0.1%
NP
1073
NorthRock Partners
Minnesota
$490K -$101K -1,182 -17%
RCA
1074
Ranch Capital Advisors
Florida
$489K -$62K -726 -11%
KWM
1075
Kingsview Wealth Management
Oregon
$488K -$14.5K -170 -3%
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