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Morgan Stanley
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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 %
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$737M 8,394,060 +15,230 +0.2%
Charles Schwab
27
Charles Schwab
California
$735M 8,440,562 +14,038 +0.2%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$660M 7,522,300 -646,450 -8%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$631M 6,433,906 +270,450 +4%
Invesco
30
Invesco
Georgia
$608M 6,929,224 -2,460,249 -26%
Morgan Stanley
31
Morgan Stanley
New York
$561M 6,390,693 +686,075 +12%
UBS Group
32
UBS Group
Switzerland
$557M 6,344,241 -917,822 -13%
UBS AM
33
UBS AM
Illinois
$521M 5,930,818 +22,195 +0.4%
Eagle Capital Management (New York)
34
Eagle Capital Management (New York)
New York
$478M 5,438,797 -1,828,871 -25%
Principal Financial Group
35
Principal Financial Group
Iowa
$468M 5,334,171 +62,016 +1%
Wells Fargo
36
Wells Fargo
California
$436M 4,965,820 +94,613 +2%
Amundi
37
Amundi
France
$434M 5,147,009 -163,764 -3%
M1FG
38
Mach-1 Financial Group
Arkansas
$401M 4,564 -9,727 -68%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$323M 3,674,692 +709,400 +24%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$312M 3,550,287 -307,490 -8%
Deutsche Bank
41
Deutsche Bank
Germany
$291M 3,319,801 -530,667 -14%
AllianceBernstein
42
AllianceBernstein
Tennessee
$283M 3,227,122 -83,475 -3%
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$278M 3,165,096 -168,528 -5%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$278M 3,164,679 -422,134 -12%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$277M 3,155,709 -277,041 -8%
Fayez Sarofim & Co
46
Fayez Sarofim & Co
Texas
$269M 3,060,806 -349,577 -10%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$262M 2,987,695 +266,803 +10%
CS
48
Credit Suisse
Switzerland
$261M 2,967,182 -2,294,856 -44%
LSV Asset Management
49
LSV Asset Management
Illinois
$256M 2,919,183 -1,044,635 -26%
CCM
50
Cullen Capital Management
New York
$256M 2,918,900 +657,862 +29%
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