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Morgan Stanley
MS

Overview Fund Activity

1,671 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, 664 reducing their positions, and 102 closing their positions.

Holders
1,671
Holders Change
+13
Holders Change %
+0.78%
% of All Funds
26.36%
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
664
Closed
102
Calls
$2.71B
Puts
$2.55B
Net Calls
+$165M
Net Calls Change
+$40.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$7.74B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.4B
3
Jane Street
3
Jane Street
New York
$206M
4
Ameriprise
4
Ameriprise
Minnesota
$1.53B
5
Goldman Sachs
5
Goldman Sachs
New York
$950M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$26.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.1B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.65B
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$92.9M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$32.2B 377,085,167 – –
State Street
2
State Street
Massachusetts
$9.78B 114,524,518 -1,310,309 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.47B 110,854,106 -1,482,911 -1%
BlackRock
4
BlackRock
New York
$7.74B 90,635,593 +3,561,502 +4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.25B 49,811,379 +1,526,046 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.1B 36,263,266 -10,644,075 -23%
Capital Research Global Investors
7
Capital Research Global Investors
California
$2.4B 28,073,015 +1,908,648 +7%
Capital International Investors
8
Capital International Investors
California
$2.09B 24,463,443 +1,341,559 +6%
Bank of America
9
Bank of America
North Carolina
$2.02B 23,674,969 +1,180,790 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.01B 23,626,016 +422,710 +2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.98B 23,198,536 +139,446 +0.6%
Capital World Investors
12
Capital World Investors
California
$1.96B 22,984,469 -858,492 -4%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$1.74B 20,319,874 -278,091 -1%
Fisher Asset Management
14
Fisher Asset Management
Washington
$1.7B 19,915,928 +592,284 +3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.65B 19,375,875 -7,637,949 -28%
Ameriprise
16
Ameriprise
Minnesota
$1.53B 17,911,379 +1,561,282 +10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.36B 15,874,678 +915,163 +6%
Northern Trust
18
Northern Trust
Illinois
$1.1B 12,830,056 -562,871 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.09B 12,743,740 -1,888,276 -13%
Franklin Resources
20
Franklin Resources
California
$955M 11,187,375 -416,697 -4%
Goldman Sachs
21
Goldman Sachs
New York
$950M 11,129,252 +1,548,036 +16%
Norges Bank
22
Norges Bank
Norway
$898M 10,520,435 +74,549 +0.7%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$833M 9,753,119 -194,357 -2%
Legal & General Group
24
Legal & General Group
United Kingdom
$755M 8,838,573 +150,747 +2%
Charles Schwab
25
Charles Schwab
California
$717M 8,457,399 +16,837 +0.2%
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