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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 %
GLA
1726
Great Lakes Advisors
Illinois
– -$289K -3,290 Closed
Belvedere Trading
1727
Belvedere Trading
Illinois
– -$271K -3,088 Closed
MGIM
1728
M&G Investment Management
United Kingdom
– -$267K -3,036 Closed
KF
1729
Krilogy Financial
Missouri
– -$261K -2,975 Closed
HI
1730
Harrington Investments
California
– -$261K -2,975 Closed
CAM
1731
Cozad Asset Management
Illinois
– -$254K -2,893 Closed
ALAM
1732
Asahi Life Asset Management
Japan
– -$252K -2,870 Closed
AG
1733
Ascent Group
Virginia
– -$242K -2,759 Closed
WCM
1734
Wedge Capital Management
North Carolina
– -$241K -2,750 Closed
HHGA
1735
Halbert Hargrove Global Advisors
California
– -$240K -2,737 Closed
FFS
1736
Founders Financial Securities
Maryland
– -$239K -2,720 Closed
FG
1737
Fiduciary Group
Georgia
– -$224K -2,554 Closed
TBA
1738
Tower Bridge Advisors
Pennsylvania
– -$223K -2,542 Closed
GC
1739
Gruss & Co
Florida
– -$220K -2,500 Closed
OFG
1740
Oxford Financial Group
Indiana
– -$219K -2,497 Closed
HPM
1741
Hoxton Planning & Management
West Virginia
– -$215K -2,449 Closed
EFM
1742
E Fund Management
China
– -$214K -2,434 Closed
RW
1743
REDW Wealth
New Mexico
– -$214K -2,433 Closed
BFM
1744
Boothbay Fund Management
New York
– -$209K -2,375 Closed
CB
1745
Cadence Bank
Mississippi
– -$208K -2,374 Closed
FCM
1746
Firestone Capital Management
Florida
– -$204K -2,318 Closed
FMC
1747
First Merchants Corp
Indiana
– -$203K -2,317 Closed
SIM
1748
SSI Investment Management
California
– -$202K -2,304 Closed
TWA
1749
Talisman Wealth Advisors
New Jersey
– -$202K -2,300 Closed
ONST
1750
Old North State Trust
North Carolina
– -$190K -2,169 Closed
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