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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 %
Hotchkis & Wiley Capital Management
1301
Hotchkis & Wiley Capital Management
California
$273K – – –
WA1
1302
Wimmer Associates 1
California
$272K – – –
FIM
1303
Freedom Investment Management
Connecticut
$270K -$30.1K -352 -10%
JF
1304
Joule Financial
Kentucky
$270K +$256 +3 +0.1%
AA
1305
Apriem Advisors
California
$268K +$17.1K +200 +7%
OCM
1306
Objective Capital Management
Ohio
$268K +$85 +1 +0%
SSWM
1307
Strait & Sound Wealth Management
California
$267K -$19.5K -228 -7%
KP
1308
Keel Point
Alabama
$267K +$32.5K +381 +14%
SVWAG
1309
Sound View Wealth Advisors Group
Georgia
$266K +$43K +503 +19%
FFN
1310
Focus Financial Network
Minnesota
$266K +$39.4K +461 +17%
VNA
1311
Valley National Advisers
Pennsylvania
$266K -$7.7K -90 -3%
PAM
1312
Private Asset Management
California
$263K – – –
KA
1313
Kozak & Associates
Colorado
$261K +$173 +2 +0.1%
FAIM
1314
Financial Advocates Investment Management
Washington
$259K -$48.6K -569 -16%
RWA
1315
Ropes Wealth Advisors
Massachusetts
$259K +$31.9K +373 +14%
NC
1316
NBW Capital
Massachusetts
$258K +$10.5K +123 +4%
SFS
1317
Stiles Financial Services
Minnesota
$258K +$2.14K +25 +0.8%
FOA
1318
Five Oceans Advisors
California
$258K -$3.07K -36 -1%
SOAMC
1319
Spirit of America Management Corp
New York
$256K – – –
FM
1320
Family Management
New York
$256K +$256K +3,000 New
MCM
1321
Manchester Capital Management
Vermont
$256K +$5.47K +64 +2%
TAIM
1322
TD Ameritrade Investment Management
Nebraska
$256K -$38K -445 -13%
SCM
1323
SOL Capital Management
Maryland
$256K -$10.2K -120 -4%
FMTC
1324
Farmers & Merchants Trust Company
California
$255K +$41.8K +489 +20%
MSAM
1325
Moloney Securities Asset Management
Missouri
$255K -$650K -7,616 -72%
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