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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 %
GP
1351
Girard Partners
Pennsylvania
$240K -$53K -621 -18%
MFS
1352
Mirabella Financial Services
United Kingdom
$239K -$419K -4,910 -64%
CF
1353
Cantor Fitzgerald
New York
$239K +$16.9K +198 +8%
AFS
1354
Annapolis Financial Services
Maryland
$239K -$18.6K -218 -7%
FGA
1355
Fortis Group Advisors
New Jersey
$237K – – –
WI
1356
WrapManager Inc
California
$237K -$55.3K -647 -19%
PS
1357
Planned Solutions
California
$237K – – –
ES
1358
Eagle Strategies
New York
$236K +$10.9K +128 +5%
WCWM
1359
Willow Creek Wealth Management
California
$236K +$1.62K +19 +0.7%
PCMC
1360
Private Capital Management (Colorado)
Colorado
$235K -$23.9K -280 -9%
PWP
1361
Phillips Wealth Planners
Mississippi
$235K +$3.67K +43 +2%
BC
1362
Brookfield Corp
Ontario, Canada
$235K -$1.12M -13,165 -83%
KFI
1363
Key Financial Inc
Pennsylvania
$235K +$14.9K +175 +7%
ABC
1364
Associated Banc-Corp
Wisconsin
$235K +$7.77K +91 +3%
PFA
1365
Pathway Financial Advisors
Vermont
$234K -$7.09K -83 -3%
PCA
1366
Pallas Capital Advisors
Massachusetts
$233K -$317K -3,669 -58%
EA
1367
Ellsworth Advisors
Ohio
$233K +$854 +10 +0.4%
BP
1368
Broadleaf Partners
Ohio
$232K – – –
RC
1369
Reik & Co
New York
$231K – – –
MC
1370
Machina Capital
France
$231K +$89.8K +1,051 +64%
GCMG
1371
Gyroscope Capital Management Group
Florida
$231K +$231K +2,700 New
AA
1372
Argent Advisors
Louisiana
$229K – – –
BMM
1373
Buffington Mohr McNeal
Idaho
$228K -$12.8K -150 -5%
LCM
1374
Lazari Capital Management
California
$228K +$228K +2,672 New
AC
1375
Avestar Capital
New York
$227K +$30.7K +360 +16%
53 54
55
56 57