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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 %
ORAM
1201
One River Asset Management
Connecticut
$366K +$366K +4,295 New
FCH
1202
Freestone Capital Holdings
Washington
$364K -$14K -164 -4%
HCP
1203
Hexagon Capital Partners
Arkansas
$363K -$6.41K -75 -2%
GC
1204
Garde Capital
Washington
$359K +$359K +4,208 New
NICM
1205
Neo Ivy Capital Management
New York
$358K +$358K +4,194 New
CA
1206
Continuum Advisory
Idaho
$358K +$1.96K +23 +0.6%
PIA
1207
Powell Investment Advisors
Florida
$356K +$3.25K +38 +0.9%
RSWM
1208
Robertson Stephens Wealth Management
California
$356K -$61.5K -720 -15%
DWM
1209
Destination Wealth Management
California
$355K -$20.2K -237 -5%
PCIG
1210
Partners Capital Investment Group
Massachusetts
$354K +$354K +4,150 New
SFP
1211
Shepherd Financial Partners
Massachusetts
$354K +$18K +211 +5%
AWAP
1212
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$353K – – –
GD
1213
Grandfield & Dodd
New York
$353K – – –
ACM
1214
Allred Capital Management
Texas
$349K – – –
ZIMP
1215
Zimmermann Investment Management & Planning
Pennsylvania
$347K +$106K +1,243 +44%
MTIC
1216
Missouri Trust & Investment Company
Missouri
$347K +$163K +1,910 +89%
FNB
1217
Farmers National Bank
Kentucky
$345K -$2.39K -28 -0.7%
TFCP
1218
Twin Focus Capital Partners
Massachusetts
$344K +$60K +702 +21%
EB
1219
Eastern Bank
Massachusetts
$341K -$17.3K -203 -5%
UH
1220
Unigestion Holding
Switzerland
$338K -$65.2K -765 -16%
RWB
1221
RMR Wealth Builders
New Jersey
$338K -$1.11K -13 -0.3%
IW
1222
Imprint Wealth
South Carolina
$338K +$939 +11 +0.3%
APP
1223
Avantax Planning Partners
Iowa
$337K +$11.4K +134 +4%
MHR
1224
Matthew Hamilton Rosenberg
$335K – – –
MMA
1225
Miracle Mile Advisors
California
$335K -$107K -1,254 -24%
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