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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 %
PI
601
PFS Investments
Georgia
$2.34M -$4.62M -54,862 -66%
HAIM
602
Hunter Associates Investment Management
Pennsylvania
$2.34M -$360K -4,093 -13%
LWCFA
603
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.32M -$151K -1,725 -6%
NLP
604
Next Level Private
New York
$2.3M – – –
CC
605
Centiva Capital
New York
$2.26M -$209K -2,379 -8%
VVP
606
Venture Visionary Partners
Ohio
$2.26M -$121K -1,380 -5%
MAS
607
Meeder Advisory Services
Ohio
$2.23M +$55.7K +634 +3%
ASN
608
Advisory Services Network
Georgia
$2.23M +$74.9K +853 +3%
HFG
609
Heron Financial Group
New York
$2.23M -$117K -1,329 -5%
TRCT
610
Tower Research Capital (TRC)
New York
$2.22M -$268K -3,056 -11%
MOS
611
MGO One Seven
Ohio
$2.2M +$232K +2,637 +12%
TYCC
612
Texas Yale Capital Corp
Florida
$2.17M -$13K -148 -0.6%
SFA
613
Sequoia Financial Advisors
Ohio
$2.17M +$447K +5,087 +26%
GWM
614
Greenwich Wealth Management
Connecticut
$2.17M -$9.04K -103 -0.4%
GDP
615
Great Diamond Partners
Maine
$2.16M -$189K -2,147 -8%
HWA
616
HCR Wealth Advisors
California
$2.13M -$1.23K -14 -0.1%
FDS
617
Freedom Day Solutions
Texas
$2.13M -$103K -1,181 -5%
SC
618
Savant Capital
Illinois
$2.11M +$194K +2,208 +10%
Koshinski Asset Management
619
Koshinski Asset Management
Illinois
$2.1M +$3.86K +44 +0.2%
TMAM
620
Tokio Marine Asset Management
Japan
$2.09M +$229K +2,605 +12%
GAM
621
Griffin Asset Management
New York
$2.07M -$46.4K -528 -2%
SC
622
Stolper & Co
Oklahoma
$2.07M +$34.9K +398 +2%
ACP
623
Arcus Capital Partners
Georgia
$2.07M – – –
FTDI
624
First Trust Direct Indexing
Massachusetts
$2.06M +$259K +2,955 +14%
CIP
625
Convergence Investment Partners
Florida
$2.05M +$29.4K +335 +1%
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