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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
$7.74B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.4B
3
Jane Street
Jane Street
New York
$206M
4
Ameriprise
Ameriprise
Minnesota
$1.53B
5
Goldman Sachs
Goldman Sachs
New York
$950M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$26.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.1B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.65B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$92.9M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
1676
Capula Management
Cayman Islands
– -$26.5M -302,212 Closed
GC
1677
Gillson Capital
Illinois
– -$10.9M -123,691 Closed
MPA
1678
Marvin & Palmer Associates
Delaware
– -$9.69M -110,310 Closed
CP
1679
Cumberland Partners
Ontario, Canada
– -$8.67M -98,757 Closed
FC
1680
FORA Capital
Florida
– -$6.86M -78,131 Closed
MIA
1681
MainStreet Investment Advisors
Illinois
– -$4.34M -49,449 Closed
Parallax Volatility Advisers
1682
Parallax Volatility Advisers
California
– -$4.01M -45,628 Closed
CCM
1683
CAAS Capital Management
New York
– -$3.86M -43,994 Closed
WEG
1684
World Equity Group
Illinois
– -$307K -42,956 Closed
BCM
1685
Bayesian Capital Management
New York
– -$2.89M -32,900 Closed
AWP
1686
Ascent Wealth Partners
New York
– -$1.96M -22,363 Closed
Walleye Capital
1687
Walleye Capital
New York
– -$1.95M -22,257 Closed
ET
1688
Equitable Trust
Tennessee
– -$1.95M -22,257 Closed
NLGIA
1689
Nippon Life Global Investors Americas
New York
– -$1.91M -21,750 Closed
SC
1690
Scholtz & Company
Connecticut
– -$1.91M -21,737 Closed
ECU
1691
Eisler Capital (US)
New York
– -$1.87M -21,341 Closed
CTC (Chicago Trading Company)
1692
CTC (Chicago Trading Company)
Illinois
– -$1.54M -17,880 Closed
GCP
1693
GSA Capital Partners
United Kingdom
– -$1.54M -17,488 Closed
PCH
1694
PGIM Custom Harvest
New Jersey
– -$1.32M -15,055 Closed
AC
1695
AXQ Capital
New Jersey
– -$1.14M -13,000 Closed
WAP
1696
Wealthcare Advisory Partners
Pennsylvania
– -$1.08M -12,326 Closed
RA
1697
Raffles Associates
New York
– -$878K -10,000 Closed
LOAMS
1698
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$768K -8,742 Closed
BIP
1699
Blueprint Investment Partners
North Carolina
– -$740K -8,428 Closed
ACM
1700
Acrisure Capital Management
Texas
– -$735K -8,370 Closed
66 67
68
69 70