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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 %
ODG
1526
O'Dell Group
Ohio
$65.4K +$65.4K +766 New
CWA
1527
Clearview Wealth Advisors
Oregon
$64.8K +$256 +3 +0.4%
HS
1528
Horan Securities
United States
$64.8K +$85 +1 +0.1%
EAM
1529
Eukles Asset Management
Ohio
$64.3K -$1.45K -17 -2%
CAS
1530
Coppell Advisory Solutions
Texas
$64.2K +$64.2K +753 New
CHA
1531
Carmichael Hill & Associates
Maryland
$63.4K +$342 +4 +0.5%
HWA
1532
HHM Wealth Advisors
Tennessee
$63.3K – – –
FFC
1533
First Financial Corp
Indiana
$62.8K +$5.3K +62 +9%
TLCM
1534
Twin Lakes Capital Management
California
$61.5K – – –
NSG
1535
Nalls Sherbakoff Group
Tennessee
$58.3K -$8.18K -100 -12%
C
1536
Covestor
United Kingdom
$57K -$6.86K -80 -11%
CBT
1537
CoreFirst Bank & Trust
Kansas
$56.4K -$12.8K -150 -18%
LFASL
1538
Lugano Financial Advisors SA (LFA)
Switzerland
$53.4K – – –
TFGT
1539
TS Financial Group (TSFG)
Illinois
$53K +$9.15K +107 +21%
VCM
1540
Vigilant Capital Management
Maine
$52K – – –
BEI
1541
Benjamin Edwards Inc
Missouri
$52K +$684 +8 +1%
BIA
1542
Bell Investment Advisors
California
$51.8K -$85 -1 -0.2%
AAP
1543
Arax Advisory Partners
Colorado
$51.7K +$4.61K +54 +10%
WP
1544
WealthPLAN Partners
Nebraska
$51.5K +$2.73K +32 +6%
ECM
1545
Estabrook Capital Management
New York
$51.2K – – –
OCM
1546
Osterweis Capital Management
California
$50.4K – – –
HCM
1547
Horrell Capital Management
Arkansas
$50K – – –
OAJ
1548
Ogorek Anthony Joseph
New York
$50K +$5.38K +63 +12%
OP
1549
ORG Partners
Indiana
$49K +$49K +570 New
TC
1550
Truvestments Capital
Florida
$47.9K +$47.9K +561 New
60 61
62
63 64