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Morgan Stanley

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
Name Market Value Shares Shares
Change
Shares
Change %
CGPCS
326
Capital Group Private Client Services
California
$9.72M 110,673 +27,363 +33%
HIMCH
327
Hartford Investment Management Co (HIMCO)
Connecticut
$9.71M 110,582 +14,570 +15%
Wealth Enhancement Advisory Services
328
Wealth Enhancement Advisory Services
Minnesota
$9.69M 110,382 +110,382 New
MPA
329
Marvin & Palmer Associates
Delaware
$9.69M 110,310 +762 +0.7%
GI
330
Gradient Investments
Minnesota
$9.61M 109,468 +23,766 +28%
PCH
331
Polar Capital Holdings
United Kingdom
$9.61M 109,453 +9,135 +9%
BCM
332
BTC Capital Management
Iowa
$9.59M 109,341 -15,536 -12%
CI
333
Capital International
California
$9.59M 109,179 +4,941 +5%
SAM
334
Securian Asset Management
Minnesota
$9.48M 108,002 -374 -0.3%
IC
335
IEQ Capital
California
$9.46M 107,760 +18,815 +21%
PAM
336
Panagora Asset Management
Massachusetts
$9.4M 107,074 -132,001 -55%
SMDAM
337
Sumitomo Mitsui DS Asset Management
Japan
$9.32M 106,098 +4,366 +4%
CM
338
Castleark Management
Illinois
$9.3M 105,960 +86,360 +441%
Daiwa Securities Group
339
Daiwa Securities Group
Japan
$9.16M 104,297 +6,230 +6%
AAM
340
Advisors Asset Management
Colorado
$9.16M 104,279 -6,205 -6%
KRS
341
Kentucky Retirement Systems
Kentucky
$9.07M 103,301 -1,983 -2%
EDRH
342
Edmond de Rothschild Holding
Switzerland
$9.06M 103,165 +6,192 +6%
CII
343
Capital International Inc
California
$8.97M 102,158 -1,068 -1%
NRC
344
New Republic Capital
North Carolina
$8.96M 102,093 +554 +0.5%
SAM
345
Socorro Asset Management
Texas
$8.92M 101,636
IIM
346
Intact Investment Management
Quebec, Canada
$8.9M 101,400
OPERF
347
Oregon Public Employees Retirement Fund
Oregon
$8.89M 101,275 -459 -0.5%
EMPI
348
Elo Mutual Pension Insurance
Finland
$8.89M 101,213 +1,534 +2%
LBC
349
Lowe Brockenbrough & Co
Virginia
$8.71M 99,213 -534 -0.5%
CP
350
Cumberland Partners
Ontario, Canada
$8.67M 98,757 +39,955 +68%