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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 %
VC
1426
Vicus Capital
Pennsylvania
$202K +$7.43K +87 +4%
WRPWM
1427
Werba Rubin Papier Wealth Management
California
$202K +$85 +1 +0%
DWP
1428
Daymark Wealth Partners
Ohio
$202K -$24.7K -289 -11%
GIA
1429
GHP Investment Advisors
Colorado
$202K -$51.7K -590 -20%
HA
1430
HFG Advisors
Ohio
$201K – – –
KS
1431
Karpas Strategies
Connecticut
$201K +$1.45K +17 +0.7%
FAFN
1432
First Affirmative Financial Network
Colorado
$200K +$200K +2,342 New
SWA
1433
Sutton Wealth Advisors
Florida
$198K +$42.3K +495 +27%
GWS
1434
Glassman Wealth Services
Virginia
$197K +$17.2K +201 +10%
OIA
1435
Optimum Investment Advisors
Illinois
$196K – – –
PWMG
1436
Prestige Wealth Management Group
New Jersey
$194K – – –
Kayne Anderson Rudnick Investment Management
1437
Kayne Anderson Rudnick Investment Management
California
$188K – – –
FNBOSM
1438
First National Bank of South Miami
Florida
$188K -$13.2K -154 -7%
HI
1439
Harbour Investments
Wisconsin
$187K -$3.84K -45 -2%
M
1440
MOTCO
Texas
$186K +$8.46K +99 +5%
JFGIW
1441
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$185K -$20.1K -235 -10%
BWAM
1442
Boyd Watterson Asset Management
Ohio
$182K +$683 +8 +0.4%
BWM
1443
Baystate Wealth Management
Massachusetts
$180K +$8.03K +94 +5%
IBOK
1444
Independence Bank of Kentucky
Kentucky
$179K +$3.84K +45 +2%
RFM
1445
Royal Fund Management
Florida
$175K -$914K -10,703 -84%
EL
1446
EMFO LLC
Florida
$171K – – –
GGI
1447
Godsey & Gibb Inc
Virginia
$163K +$6.41K +75 +4%
CAL
1448
Capital Advisors Ltd
Ohio
$161K +$46K +538 +40%
BSC
1449
Brown Shipley & Co
United Kingdom
$160K – – –
HFM
1450
Harvest Fund Management
China
$158K -$95.9K -1,122 -38%
56 57
58
59 60