MS icon

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 %
NB
1326
NBT Bank
New York
$255K -$27.8K -325 -10%
CA
1327
Crewe Advisors
Utah
$254K +$12.7K +149 +5%
ORC
1328
O'Rourke & Company
Massachusetts
$254K +$1.37K +16 +0.5%
IIM
1329
Ipswich Investment Management
Massachusetts
$253K -$8.54K -100 -3%
RMAM
1330
Raab & Moskowitz Asset Management
New Jersey
$252K +$2.73K +32 +1%
TCM
1331
Tributary Capital Management
Nebraska
$252K -$95.6K -1,120 -28%
VA
1332
Valmark Advisers
Ohio
$252K +$5.3K +62 +2%
GEA
1333
Glen Eagle Advisors
New Jersey
$252K -$176K -2,062 -41%
SAG
1334
SageView Advisory Group
California
$251K -$2.65K -31 -1%
RIA
1335
Realta Investment Advisors
Delaware
$249K -$1.11K -13 -0.4%
CWM
1336
Connecticut Wealth Management
Connecticut
$248K +$248K +2,908 New
AF
1337
Apexium Financial
Texas
$248K +$248K +2,904 New
MAM
1338
Mastrapasqua Asset Management
Tennessee
$248K -$8.54K -100 -3%
KFGK
1339
Keystone Financial Group (Kentucky)
Kentucky
$246K +$246K +2,886 New
ICP
1340
Interchange Capital Partners
Pennsylvania
$246K -$891K -10,432 -78%
NWA
1341
Navis Wealth Advisors
New York
$244K – – –
RCA
1342
Resonant Capital Advisors
Wisconsin
$244K +$16.4K +192 +7%
T. Rowe Price Investment Management
1343
T. Rowe Price Investment Management
Maryland
$243K +$243K +2,840 New
EFSCE
1344
Enterprise Financial Services Corp (EFSC)
Missouri
$243K -$12.6K -147 -5%
VCG
1345
Vantage Consulting Group
Virginia
$243K +$1.37K +16 +0.6%
SA
1346
Syntax Advisors
New York
$243K +$1.37K +16 +0.6%
KC
1347
Kingfisher Capital
North Carolina
$241K +$24K +281 +11%
WWM
1348
Windsor Wealth Management
Indiana
$241K +$26.3K +308 +12%
BFA
1349
Bragg Financial Advisors
North Carolina
$241K -$31.3K -366 -11%
PWP
1350
Perfromance Wealth Partners
Illinois
$240K -$8.59K -100 -3%
52 53
54
55 56