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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 %
AWA
1276
Arkadios Wealth Advisors
Georgia
$292K +$5.89K +69 +2%
WAG
1277
Wallace Advisory Group
California
$288K – – –
LAM
1278
L2 Asset Management
Massachusetts
$287K -$3.08M -36,036 -91%
DU
1279
Delphia (USA)
Ontario, Canada
$287K +$287K +3,360 New
TC
1280
Trilogy Capital
California
$287K -$158K -1,680 -36%
PFP
1281
Pinnacle Financial Partners
Tennessee
$286K +$60.1K +704 +27%
RIA
1282
Richwood Investment Advisors
Ohio
$286K -$15K -176 -5%
JAG
1283
Journey Advisory Group
Kentucky
$285K +$12.8K +150 +5%
JWM
1284
JGP Wealth Management
Oregon
$285K – – –
JSC
1285
Jackson Square Capital
California
$285K – – –
JCM
1286
Janney Capital Management
Pennsylvania
$284K -$598 -7 -0.2%
GFG
1287
Goldstone Financial Group
Illinois
$282K +$27.8K +325 +11%
CG
1288
Cutler Group
California
$282K +$282K +3,305 New
QPWM
1289
Quadrant Private Wealth Management
Pennsylvania
$280K +$6.49K +76 +2%
MCM
1290
Marathon Capital Management
Maryland
$280K – – –
CIC
1291
Crawford Investment Counsel
Georgia
$279K -$7.09K -83 -2%
DCM
1292
DGS Capital Management
New Jersey
$278K +$171 +2 +0.1%
ISWM
1293
Independent Solutions Wealth Management
New York
$278K – – –
MFG
1294
Menard Financial Group
Texas
$277K -$331K -3,877 -54%
AL
1295
Aspiriant LLC
California
$277K -$5.55K -65 -2%
GPA
1296
Guerra Pan Advisors
New Jersey
$277K – – –
MF
1297
Manchester Financial
California
$276K – – –
RA
1298
Rational Advisors
New York
$275K -$269K -3,154 -49%
AWM
1299
Aprio Wealth Management
Georgia
$275K -$19K -223 -6%
JIC
1300
Johnson Investment Counsel
Ohio
$274K -$27.7K -324 -9%
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