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Morgan Stanley
MS

Overview Fund Activity

1,658 hedge funds and large institutions have $124B invested in Morgan Stanley in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 645 increasing their positions, 645 reducing their positions, and 119 closing their positions.

Holders
1,658
Holders Change
-9
Holders Change %
-0.54%
% of All Funds
26.54%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.48%
New
144
Increased
645
Reduced
645
Closed
119
Calls
$2.96B
Puts
$2.83B
Net Calls
+$124M
Net Calls Change
+$328M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.02B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.3B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.31B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.24B
5
OIAM
5
OFI Invest Asset Management
France
$221M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$401M
2
State Street
2
State Street
Massachusetts
$10.2B
3
Invesco
3
Invesco
Georgia
$608M
4
CS
4
Credit Suisse
Switzerland
$261M
5
BlackRock
5
BlackRock
New York
$7.65B
Name Market Value Shares Shares
Change 		Shares
Change %
AM
276
AGF Management
Ontario, Canada
$15M 170,924 +75,110 +78%
CA
277
Cornerstone Advisors
North Carolina
$14.9M 170,100 – –
Cambridge Investment Research Advisors
278
Cambridge Investment Research Advisors
Iowa
$14.9M 169,342 +10,328 +6%
GIBU
279
Gulf International Bank (UK)
United Kingdom
$14.7M 167,015 -47,758 -22%
OC
280
Oppenheimer & Co
New York
$14.4M 164,369 +24,156 +17%
AIM
281
Achmea Investment Management
Netherlands
$14.3M 163,137 +22,841 +16%
Rockefeller Capital Management
282
Rockefeller Capital Management
New York
$14M 159,368 -8,524 -5%
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$13.8M 157,441 -3,391 -2%
O
284
Ossiam
France
$13.7M 156,234 +37,265 +31%
AssetMark Inc
285
AssetMark Inc
California
$13.7M 155,602 +21,922 +16%
MAM
286
Mark Asset Management
New York
$13.6M 154,556 -41,213 -21%
PAI
287
Pittenger & Anderson Inc
Nebraska
$13.5M 154,019 -2,815 -2%
CNB
288
Czech National Bank
Czech Republic
$13.5M 153,913 -394 -0.3%
MML Investors Services
289
MML Investors Services
Massachusetts
$13.4M 152,800 -1,685 -1%
X
290
Xponance
Pennsylvania
$13.4M 152,648 -18,852 -11%
Allspring Global Investments
291
Allspring Global Investments
North Carolina
$13.3M 151,894 +36,594 +32%
Bessemer Group
292
Bessemer Group
New Jersey
$13.1M 148,909 +2,747 +2%
Creative Planning
293
Creative Planning
Kansas
$12.9M 147,235 +11,331 +8%
GW
294
GW & Wade
Massachusetts
$12.9M 147,171 -169 -0.1%
GJCM
295
Grand Jean Capital Management
California
$12.7M 144,382 +1,216 +0.8%
Wealthfront Advisers
296
Wealthfront Advisers
California
$12.5M 142,773 +16,511 +13%
CA
297
Cullinan Associates
Kentucky
$12.3M 140,568 +6,558 +5%
AP
298
Appleton Partners
Massachusetts
$12.3M 140,299 +35,209 +34%
WSTAM
299
Wilbanks Smith & Thomas Asset Management
Virginia
$12.3M 139,815 -3,251 -2%
NAM
300
Nissay Asset Management
Japan
$12.2M 139,387 -7,033 -5%
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