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Morgan Stanley
MS

Overview Fund Activity

1,659 hedge funds and large institutions have $124B invested in Morgan Stanley in 2023 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 645 increasing their positions, 645 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,659
Holders Change
-8
Holders Change %
-0.48%
% of All Funds
26.55%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.48%
New
145
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
T. Rowe Price Associates
Maryland
$2.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.3B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.31B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.24B
5
Franklin Resources
Franklin Resources
California
$1.02B

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$401M
2
State Street
State Street
Massachusetts
$10.2B
3
Invesco
Invesco
Georgia
$608M
4
CS
Credit Suisse
Switzerland
$261M
5
BlackRock
BlackRock
New York
$7.65B
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
401
Integrated Advisors Network
Texas
$6.59M +$3.31M +37,723 +101%
CW
402
Connectus Wealth
Ohio
$6.56M +$942K +10,707 +17%
TSS
403
Two Sigma Securities
New York
$6.56M +$4.76M +54,231 +265%
CCM
404
Copeland Capital Management
Pennsylvania
$6.55M -$243K -2,768 -4%
CIS
405
Connors Investor Services
Pennsylvania
$6.5M +$52.7K +600 +0.8%
WIA
406
Westbourne Investment Advisors
Maryland
$6.45M -$248K -2,821 -4%
BP
407
Ballentine Partners
Massachusetts
$6.45M +$4.31M +49,139 +202%
AWM
408
Avitas Wealth Management
California
$6.41M -$40K -456 -0.6%
BPC
409
Banque Pictet & Cie
Switzerland
$6.4M -$208K -2,371 -3%
MA
410
Montag & Associates
Georgia
$6.4M -$98.8K -1,125 -2%
OLA
411
Oliver Luxxe Assets
New Jersey
$6.36M -$45.6K -519 -0.7%
CAN
412
Cetera Advisor Networks
California
$6.33M +$14K +169 +0.2%
SIG
413
Stonegate Investment Group
Alabama
$6.3M -$51.9K -591 -0.8%
YIA
414
YHB Investment Advisors
Connecticut
$6.29M -$317K -3,612 -5%
AG
415
Advocate Group
Minnesota
$6.28M -$327K -3,728 -5%
CFM
416
Coronation Fund Managers
South Africa
$6.28M -$1.44M -16,426 -19%
BA
417
Baugh & Associates
Georgia
$6.27M -$139K -1,555 -2%
CJL
418
Cyrus J. Lawrence
New York
$6.22M -$27.7K -316 -0.4%
PSP
419
Principal Street Partners
Tennessee
$6.2M +$40.8K +465 +0.7%
LWM
420
Lyell Wealth Management
California
$6.16M +$407K +4,639 +7%
AMI
421
Amica Mutual Insurance
Rhode Island
$6.15M -$1.91M -21,793 -24%
1IA
422
1834 Investment Advisors
Wisconsin
$6.05M -$224K -2,549 -4%
Lazard Asset Management
423
Lazard Asset Management
New York
$6.03M +$3.37M +38,364 +127%
FA
424
Fiduciary Alliance
South Carolina
$5.95M +$575K +6,544 +11%
GAB
425
German American Bancorp
Indiana
$5.94M -$285K -3,250 -5%
15 16
17
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