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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 %
TCA
551
Transcend Capital Advisors
New Jersey
$3.08M -$304K -3,465 -9%
MPM
552
Meritage Portfolio Management
Kansas
$3.06M +$78.3K +892 +3%
IAA
553
Independent Advisor Alliance
North Carolina
$3.03M -$445K -5,074 -13%
XWM
554
Xcel Wealth Management
Florida
$3M -$248K -2,823 -8%
FDCDDQ
555
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3M -$465K -5,294 -13%
CS
556
Comerica Securities
Michigan
$2.99M -$952K -10,843 -24%
PWMG
557
Pinnacle Wealth Management Group
Michigan
$2.99M +$83.4K +950 +3%
HW
558
Hancock Whitney
Mississippi
$2.94M -$97.1K -1,106 -3%
KIA
559
KCM Investment Advisors
California
$2.93M -$144K -1,635 -5%
BCM
560
Bayesian Capital Management
New York
$2.89M +$2.89M +32,900 New
CHC
561
City Holding Co
West Virginia
$2.83M +$50.9K +580 +2%
USAA
562
United Services Automobile Association
Texas
$2.82M -$1.66M -18,863 -37%
HI
563
Hoey Investments
Pennsylvania
$2.81M +$361K +4,109 +15%
QCM
564
Quantinno Capital Management
New York
$2.79M +$139K +1,584 +5%
VanEck Associates
565
VanEck Associates
New York
$2.78M -$90.4K -1,029 -3%
HIP
566
HUB Investment Partners
Texas
$2.76M +$2.76M +31,457 New
NIM
567
Northeast Investment Management
Massachusetts
$2.75M -$80.2K -914 -3%
OAM
568
Occidental Asset Management
California
$2.75M +$22.2K +253 +0.8%
SP
569
Symmetry Partners
Connecticut
$2.75M – – –
CTI
570
Community Trust & Investment
Kentucky
$2.73M -$91.8K -1,045 -3%
CT
571
Coastline Trust
Rhode Island
$2.72M -$72.4K -825 -3%
MYLI
572
Meiji Yasuda Life Insurance
Japan
$2.72M +$19.1K +218 +0.7%
GWM
573
Geneos Wealth Management
Colorado
$2.71M -$420K -4,783 -13%
HWAM
574
Hennion & Walsh Asset Management
New Jersey
$2.69M +$466K +5,307 +21%
VF
575
Virtu Financial
New York
$2.68M +$1.06M +12,025 +65%
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