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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
+$1.08B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$419M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$247M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$240M
5
Franklin Resources
Franklin Resources
California
+$171M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$854M
2
State Street
State Street
Massachusetts
-$431M
3
Invesco
Invesco
Georgia
-$216M
4
CS
Credit Suisse
Switzerland
-$201M
5
BlackRock
BlackRock
New York
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
476
TownSquare Capital
Utah
$4.31M +$233K +2,658 +6%
MGP
477
Metis Global Partners
California
$4.27M +$807K +9,192 +23%
Federated Hermes
478
Federated Hermes
Pennsylvania
$4.26M +$1.4M +15,904 +49%
CWG
479
Cornerstone Wealth Group
North Carolina
$4.22M +$102K +1,166 +2%
FA
480
FDx Advisors
Illinois
$4.21M – – –
WI
481
Wintrust Investments
Illinois
$4.21M +$26.3K +306 +0.6%
SS
482
Simplicity Solutions
Minnesota
$4.2M +$3.05M +34,760 +267%
First Manhattan
483
First Manhattan
New York
$4.12M -$52.1K -593 -1%
PCA
484
Providence Capital Advisors
North Carolina
$4.11M +$4.11M +46,800 New
MPWT
485
MassMutual Private Wealth & Trust
Connecticut
$4.11M +$74.8K +852 +2%
KRSITF
486
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.08M -$132K -1,502 -3%
APG Asset Management
487
APG Asset Management
Netherlands
$4.07M -$6.56M -81,198 -62%
SPC
488
Sigma Planning Corp
Michigan
$4.05M +$55.6K +633 +1%
Parallax Volatility Advisers
489
Parallax Volatility Advisers
California
$4.01M +$4.01M +45,628 New
SQA
490
Simon Quick Advisors
New Jersey
$4M +$89.4K +1,018 +2%
SW
491
SkyOak Wealth
Michigan
$3.99M -$55K -626 -1%
LS
492
Livforsakringsbolaget Skandia
Sweden
$3.98M – – –
JIC
493
Joel Isaacson & Co
New York
$3.89M -$13.2K -150 -0.3%
BPA
494
Beacon Pointe Advisors
California
$3.88M +$289K +3,288 +8%
VAS
495
Vestmark Advisory Solutions
Massachusetts
$3.88M -$92.9K -1,058 -2%
VC
496
Vestor Capital
Illinois
$3.88M +$3.88M +44,149 New
CCM
497
CAAS Capital Management
New York
$3.86M +$1.87M +21,294 +94%
FIA
498
Foundations Investment Advisors
Arizona
$3.86M +$573K +6,525 +17%
LFAS
499
Level Four Advisory Services
Texas
$3.83M +$184K +2,092 +5%
JWM
500
Jupiter Wealth Management
Colorado
$3.82M -$471K -5,362 -11%
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