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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 %
VI
576
Vestcor Inc
New Brunswick, Canada
$2.67M -$10.2K -116 -0.4%
GFA
577
Gifford Fong Associates
California
$2.63M – – –
USCWA
578
U.S. Capital Wealth Advisors
Texas
$2.62M +$1.16M +13,159 +79%
PAM
579
Palisade Asset Management
Minnesota
$2.62M +$16.3K +186 +0.6%
MAM
580
Morse Asset Management
Connecticut
$2.57M +$87.4K +995 +4%
CAM
581
Carret Asset Management
New York
$2.56M -$19.7K -224 -0.8%
RPSA
582
Richard P. Slaughter Associates
Texas
$2.56M +$2.56M +29,120 New
LGF
583
LGT Group Foundation
Liechtenstein
$2.55M -$1.08M -12,245 -30%
RWM
584
Ritholtz Wealth Management
New York
$2.54M +$58.5K +666 +2%
LI
585
LMCG Investments
Massachusetts
$2.54M -$57.2K -652 -2%
KFP
586
KMG Fiduciary Partners
Ohio
$2.52M +$371K +4,228 +17%
FM
587
Foster & Motley
Ohio
$2.52M +$313K +3,561 +14%
AIMCA
588
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.5M +$2.5M +28,500 New
BFG
589
Bleakley Financial Group
New Jersey
$2.48M +$620K +7,063 +33%
AWM
590
Axxcess Wealth Management
California
$2.47M -$2.46K -28 -0.1%
LD
591
Lipe & Dalton
New York
$2.47M -$167K -1,898 -6%
KJHP
592
K.J. Harrison & Partners
Ontario, Canada
$2.46M -$1.07M -13,005 -30%
VIA
593
Vident Investment Advisory
Georgia
$2.45M +$230K +2,619 +10%
UHC
594
Union Heritage Capital
Michigan
$2.44M – – –
CAM
595
Cresset Asset Management
Illinois
$2.43M -$351 -4 -0%
GF
596
Gries Financial
Ohio
$2.41M -$257K -2,928 -10%
CANC
597
Culbertson A N & Co
Virginia
$2.37M +$72K +820 +3%
S
598
SignatureFD
Georgia
$2.37M -$45.5K -518 -2%
DCM
599
Dimension Capital Management
Florida
$2.37M – – –
DBT
600
Dubuque Bank & Trust
Iowa
$2.34M -$271K -3,086 -10%
22 23
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