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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 %
BRWA
526
B. Riley Wealth Advisors
Florida
$3.42M -$243K -2,757 -7%
HWM
527
HB Wealth Management
Georgia
$3.4M +$301K +3,431 +10%
EF
528
Empirical Finance
Pennsylvania
$3.39M +$115K +1,313 +4%
CI
529
Carroll Investors
South Carolina
$3.39M +$994K +11,359 +42%
WIS
530
Wright Investors Service
Connecticut
$3.38M -$763K -8,688 -18%
AWS
531
Atria Wealth Solutions
New York
$3.38M -$414K -4,718 -11%
MNBTD
532
Moody National Bank Trust Division
Texas
$3.34M -$4.04K -46 -0.1%
UFG
533
United Fire Group
Iowa
$3.34M – – –
TSW
534
Thompson Siegel & Walmsley
Virginia
$3.34M +$3.33M +37,900 +37,900%
CCP
535
Clough Capital Partners
Massachusetts
$3.29M – – –
LNWWM
536
Laird Norton Wetherby Wealth Management
California
$3.29M +$61.6K +702 +2%
SAM
537
Shell Asset Management
Netherlands
$3.29M -$8.78K -100 -0.3%
VNIM
538
Vaughan Nelson Investment Management
Texas
$3.28M -$702K -8,000 -18%
GWMIA
539
Global Wealth Management Investment Advisory
Florida
$3.27M +$48.1K +548 +1%
FCBT
540
First Citizens Bank & Trust
North Carolina
$3.25M -$2.67M -30,363 -45%
SWM
541
Sculati Wealth Management
Michigan
$3.25M -$32.9K -375 -1%
EW
542
Evexia Wealth
Wisconsin
$3.24M +$3.24M +38,662 New
LM
543
Lincluden Management
Ontario, Canada
$3.21M -$118K -1,344 -4%
IMCOOI
544
Investment Management Corp of Ontario (IMCO)
Canada
$3.2M -$14.2K -162 -0.4%
RJT
545
Raymond James Trust
Florida
$3.2M +$281K +3,198 +10%
PP
546
Patten & Patten
Tennessee
$3.19M -$45.7K -520 -1%
SFI
547
Siemens Fonds Invest
Germany
$3.17M -$22.4K -255 -0.7%
AIMC
548
Alley Investment Management Company
Illinois
$3.16M – – –
BFPW
549
BOK Financial Private Wealth
Colorado
$3.15M +$81.9K +928 +3%
AGC
550
Aspen Grove Capital
Colorado
$3.15M +$351 +4 +0%
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