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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 %
TH
626
TCTC Holdings
Texas
$2.04M +$8.52K +97 +0.4%
PMA
627
Prudent Man Advisors
Illinois
$2.04M -$31K -353 -2%
EF
628
Empowered Funds
Pennsylvania
$2.03M +$2.03M +23,150 New
CGIM
629
Capital Group Investment Management
Singapore
$2.03M -$335K -3,819 -14%
UAS
630
United Asset Strategies
New York
$2.03M +$57.5K +655 +3%
TI
631
Tidal Investments
Wisconsin
$2M +$131K +1,488 +7%
RFC
632
Regions Financial Corp
Alabama
$1.99M -$106K -1,204 -5%
CGL
633
Clarius Group LLC
Washington
$1.99M -$2.72K -31 -0.1%
BW
634
Bison Wealth
Georgia
$1.98M +$105K +1,271 +6%
SIC
635
Salem Investment Counselors
North Carolina
$1.98M +$916K +10,432 +86%
AWP
636
Ascent Wealth Partners
New York
$1.96M +$39.5K +450 +2%
AWM
637
Apollon Wealth Management
South Carolina
$1.96M +$25.2K +287 +1%
ET
638
Equitable Trust
Tennessee
$1.95M -$100K -1,139 -5%
Walleye Capital
639
Walleye Capital
New York
$1.95M +$1.95M +22,257 New
IWC
640
Integrated Wealth Concepts
Massachusetts
$1.95M +$40.5K +461 +2%
CAM
641
Cacti Asset Management
Georgia
$1.93M – – –
DLG
642
Daniel L. Goodwin
$1.93M – – –
SLI
643
Sumitomo Life Insurance
Japan
$1.93M -$14.4K -164 -0.7%
CK
644
Cohen Klingenstein
New York
$1.91M – – –
CB
645
Community Bank
New York
$1.91M +$108K +1,227 +6%
AF
646
Arrow Financial
New York
$1.91M -$12.1K -138 -0.6%
NLGIA
647
Nippon Life Global Investors Americas
New York
$1.91M +$1.91M +21,750 New
SC
648
Scholtz & Company
Connecticut
$1.91M +$1.91M +21,737 New
SW
649
SVB Wealth
Massachusetts
$1.91M -$35.7K -407 -2%
PAS
650
Park Avenue Securities
New York
$1.9M +$14.6K +166 +0.8%
24 25
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