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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 %
NRG
1651
Nemes Rush Group
Michigan
$4.27K +$4.27K +50 New
BCM
1652
Blume Capital Management
California
$4.01K +$4.01K +47 New
SIA
1653
SkyView Investment Advisors
New Jersey
$4K +$1.47K +18 +58%
MWM
1654
Mascoma Wealth Management
New Hampshire
$3.8K – – –
CTWM
1655
Cherry Tree Wealth Management
Minnesota
$3.55K +$3.55K +42 New
JWM
1656
Janiczek Wealth Management
Colorado
$3.16K – – –
CCP
1657
Cunning Capital Partners
North Carolina
$3.03K -$1.75M -19,870 Closed
HFS
1658
Hantz Financial Services
Michigan
$3K – – –
CTB
1659
Country Trust Bank
Illinois
$2.56K – – –
NMG
1660
New Millennium Group
Utah
$2.48K – – –
APW
1661
Acima Private Wealth
Virginia
$2.22K – – –
CAM
1662
ClariVest Asset Management
California
$2K – – –
MCM
1663
Magnolia Capital Management
New York
$2K – – –
Comerica Bank
1664
Comerica Bank
Texas
$1.93K +$1.93K +161,289 New
FGAM
1665
Financial Gravity Asset Management
Texas
$1.92K +$196 +10 +11%
VCM
1666
Versant Capital Management
Arizona
$1.71K -$85 -1 -5%
HWM
1667
Horizons Wealth Management
North Carolina
$1.45K +$1.45K +17 New
TWP
1668
TFO Wealth Partners
Ohio
$1.03K – – –
SF
1669
Safeguard Financial
Wisconsin
$1K +$1K +7 New
Marshall Wace
1670
Marshall Wace
United Kingdom
$854 +$854 +10 New
CFS
1671
CGC Financial Services
Oregon
$427 +$427 +5 New
SOW
1672
State of Wyoming
Wyoming
$342 +$86 +1 +33%
DWA
1673
Delos Wealth Advisors
Texas
$257 – – –
SJIM
1674
St. Johns Investment Management
Florida
$29 -$29 – –
JPMPWA
1675
J.P. Morgan Private Wealth Advisors
California
– -$215M -2,450,861 Closed
65 66
67
68 69