MS icon

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 %
ERWM
451
Elk River Wealth Management
Colorado
$5.04M +$83.1K +941 +2%
AAS
452
Avantax Advisory Services
Texas
$5.02M +$1.55M +17,607 +45%
HT
453
Heritage Trust
Oklahoma
$5.01M +$89.8K +1,023 +2%
Assenagon Asset Management
454
Assenagon Asset Management
Luxembourg
$5M +$11.6K +132 +0.2%
DCM
455
Donaldson Capital Management
Indiana
$4.99M +$294K +3,352 +6%
AFG
456
Albion Financial Group
Utah
$4.88M -$26K -296 -0.5%
LSWM
457
Lorne Steinberg Wealth Management
Canada
$4.71M -$73.3K -835 -2%
Lido Advisors
458
Lido Advisors
California
$4.69M +$1.91M +21,718 +68%
PWP
459
Private Wealth Partners
California
$4.63M +$364K +4,145 +9%
IFAM
460
Institutional & Family Asset Management
Colorado
$4.59M -$394K -4,488 -8%
CNBT
461
Canandaigua National Bank & Trust
New York
$4.58M +$4.58M +52,164 New
BAMF
462
BI Asset Management Fondsmaeglerselskab
Denmark
$4.55M +$42.6K +485 +0.9%
VMPIC
463
Varma Mutual Pension Insurance Co
Finland
$4.55M – – –
CIG
464
Consolidated Investment Group
Colorado
$4.53M – – –
PWMAG
465
Pinnacle Wealth Management Advisory Group
New Jersey
$4.52M -$25.1K -286 -0.6%
CTC
466
Central Trust Company
Missouri
$4.52M -$84.6K -963 -2%
Capstone Investment Advisors
467
Capstone Investment Advisors
New York
$4.5M -$3.51M -39,935 -44%
SI
468
Stephens Inc
Arkansas
$4.48M -$226K -2,574 -5%
HCMT
469
Highland Capital Management (Tennessee)
Tennessee
$4.41M +$230K +2,619 +5%
TCA
470
Trifecta Capital Advisors
Illinois
$4.41M +$73.2K +834 +2%
FNBOO
471
First National Bank of Omaha
Nebraska
$4.4M -$173K -1,970 -4%
FHB
472
First Hawaiian Bank
Hawaii
$4.38M +$6.67K +76 +0.2%
BCM
473
Becker Capital Management
Oregon
$4.37M -$3.69M -42,042 -46%
MIA
474
MainStreet Investment Advisors
Illinois
$4.34M +$87.9K +1,001 +2%
RCM
475
RNC Capital Management
California
$4.34M -$1.08M -12,334 -20%
17 18
19
20 21