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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 %
OL
1176
Owen LaRue
Kentucky
$394K +$394K +4,556 New
FDS
1177
First Dallas Securities
Texas
$393K – – –
ST
1178
Smithfield Trust
Pennsylvania
$392K +$34.4K +403 +10%
WA
1179
Wealth Alliance
New York
$392K -$60.9K -713 -13%
AA
1180
Addison Advisors
Vermont
$392K +$21.2K +248 +6%
CWP
1181
CFM Wealth Partners
Texas
$391K -$1.03K -12 -0.3%
AWS
1182
AJ Wealth Strategies
New York
$391K +$14.7K +172 +4%
SW
1183
SlateStone Wealth
Florida
$390K +$38.9K +455 +11%
JF
1184
Jump Financial
Illinois
$384K +$384K +4,491 New
ZB
1185
Zions Bancorporation
Utah
$383K -$2.22K -26 -0.6%
BWM
1186
Baron Wealth Management
Michigan
$381K +$171 +2 +0%
ACI
1187
Alpha Cubed Investments
California
$380K -$57.3K -671 -13%
BTI
1188
Blue Trust Inc
Georgia
$379K -$491K -5,588 -56%
OCM
1189
Orion Capital Management
California
$377K +$360K +4,220 +2,110%
AFT
1190
Alpha Family Trust
California
$376K – – –
WWM
1191
Wagner Wealth Management
South Carolina
$376K +$8.2K +96 +2%
HT
1192
Headlands Technologies
Illinois
$375K +$375K +4,390 New
CL
1193
Choreo LLC
Illinois
$375K +$3.25K +38 +0.9%
WA
1194
Waddell & Associates
Tennessee
$373K +$4.7K +55 +1%
BBWA
1195
Bell & Brown Wealth Advisors
California
$373K +$7.43K +87 +2%
EFG
1196
Everhart Financial Group
Ohio
$372K -$39.3K -460 -10%
A
1197
AustralianSuper
Australia
$372K +$372K +4,351 New
SIC
1198
Samalin Investment Counsel
New York
$370K +$370K +4,335 New
QT
1199
Quantamental Technologies
New York
$369K -$826K -9,670 -69%
CB
1200
CNB Bank
Pennsylvania
$367K +$91.2K +1,068 +33%
46 47
48
49 50