MS icon

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 %
ECM
1701
ExodusPoint Capital Management
New York
– -$732K -8,335 Closed
KTA
1702
Keeley-Teton Advisors
Illinois
– -$693K -7,892 Closed
MCM
1703
Maltese Capital Management
New York
– -$659K -7,500 Closed
LG
1704
Leuthold Group
Minnesota
– -$645K -7,351 Closed
OTL
1705
Oak Thistle LLC
New York
– -$619K -7,050 Closed
LP
1706
LMR Partners
United Kingdom
– -$565K -6,432 Closed
MHS
1707
M Holdings Securities
Oregon
– -$533K -6,069 Closed
IFU
1708
iSAM Funds (UK)
United Kingdom
– -$515K -5,870 Closed
CAIMH
1709
Central Asset Investments & Management Holdings
Hong Kong
– -$492K -5,600 Closed
SWM
1710
Sendero Wealth Management
Texas
– -$483K -5,499 Closed
RCM
1711
Radnor Capital Management
Pennsylvania
– -$467K -5,320 Closed
IG
1712
ING Group
Netherlands
– -$466K -5,311 Closed
ETH
1713
Exos TFP Holdings
New York
– -$445K -5,063 Closed
GA
1714
GraniteShares Advisors
New York
– -$432K -4,922 Closed
IA
1715
IAM Advisory
Pennsylvania
– -$427K -4,869 Closed
AAS
1716
Ameritas Advisory Services
Nebraska
– -$421K -4,733 Closed
LSA
1717
Lion Street Advisors
Texas
– -$381K -4,343 Closed
UBV
1718
United Bank (Virginia)
Virginia
– -$329K -3,746 Closed
SCP
1719
Sender Company & Partners
New York
– -$323K -3,683 Closed
MM
1720
MQS Management
New York
– -$320K -3,648 Closed
LWM
1721
Liberty Wealth Management
California
– -$300K -3,467 Closed
TNBTD
1722
Trustmark National Bank Trust Department
Mississippi
– -$302K -3,434 Closed
DFG
1723
Delta Financial Group
New Jersey
– -$296K -3,370 Closed
BMCM
1724
Bryn Mawr Capital Management
Pennsylvania
– -$294K -3,345 Closed
HI
1725
Humankind Investments
New York
– -$292K -3,323 Closed
67 68
69
70 71