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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 %
DAM
1401
Doheny Asset Management
California
$215K – – –
HCM
1402
Highlander Capital Management
New Jersey
$214K – – –
BMO
1403
Beck Mack & Oliver
New York
$214K – – –
PVH
1404
Psagot Value Holdings
Israel
$213K -$206K -2,420 -49%
PVI
1405
Pine Valley Investments
New Jersey
$212K +$212K +2,486 New
AMBIA
1406
Allen Mooney & Barnes Investment Advisors
Georgia
$212K +$5.81K +68 +3%
PWMG
1407
Provence Wealth Management Group
California
$212K -$56.6K -663 -21%
BAAM
1408
Baker Avenue Asset Management
California
$211K +$22.8K +267 +12%
MRCM
1409
M&R Capital Management
New Jersey
$211K -$105K -1,229 -33%
AR
1410
Advisory Research
Illinois
$211K +$211K +2,465 New
PK
1411
Pflug Koory
Nebraska
$210K -$2.99K -35 -1%
IWA
1412
IVC Wealth Advisors
Pennsylvania
$210K -$7.86K -92 -4%
NSB
1413
Norway Savings Bank
Maine
$209K -$21.4K -250 -9%
BHIA
1414
Birch Hill Investment Advisors
Massachusetts
$209K +$209K +2,451 New
HWM
1415
Hemington Wealth Management
Virginia
$209K -$7.85K -92 -4%
CWM
1416
Circle Wealth Management
New Jersey
$209K -$187K -2,189 -47%
PPC
1417
Park Place Capital
Alabama
$208K -$21.3K -249 -9%
PWA
1418
Primoris Wealth Advisors
Florida
$207K – – –
HCM
1419
Hall Capital Management
Rhode Island
$207K -$5.47K -64 -3%
BTW
1420
Boston Trust Walden
Massachusetts
$207K – – –
ACA
1421
Atlas Capital Advisors
Wyoming
$206K +$51.2K +600 +33%
MAG
1422
Mayfair Advisory Group
Alabama
$206K – – –
PA
1423
PFG Advisors
Arizona
$205K +$1.03K +12 +0.5%
FFA
1424
Founders Financial Alliance
North Carolina
$204K +$204K +2,393 New
AFC
1425
AFT Forsyth & Company
Florida
$204K +$8.54K +100 +4%
55 56
57
58 59