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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 %
EP
651
Edgestream Partners
New Jersey
$1.88M +$1.08M +12,329 +135%
BAM
652
Belpointe Asset Management
Nevada
$1.88M +$684K +7,794 +57%
WHG
653
Westwood Holdings Group
Texas
$1.88M -$4.3K -49 -0.2%
ECU
654
Eisler Capital (US)
New York
$1.87M +$1.87M +21,341 New
PWM
655
Perigon Wealth Management
California
$1.86M -$5.71K -65 -0.3%
CIA
656
Capital Investment Advisors
Georgia
$1.86M -$27.4K -312 -1%
OIM
657
Opus Investment Management
Massachusetts
$1.84M – – –
CICI
658
Capital Investment Counsel Inc
North Carolina
$1.84M -$72.3K -824 -4%
ATPW
659
Ashton Thomas Private Wealth
Arizona
$1.84M +$21.6K +246 +1%
PA
660
Paralel Advisors
Colorado
$1.82M +$47.9K +546 +3%
AW
661
Alaethes Wealth
Nevada
$1.82M +$82.9K +944 +5%
BONH
662
Bank of New Hampshire
New Hampshire
$1.82M -$89K -1,014 -5%
BBHC
663
Brown Brothers Harriman & Co
New York
$1.8M +$104K +1,190 +6%
HCCM
664
Hudson Canyon Capital Management
New York
$1.79M -$121K -1,377 -6%
CWP
665
Cyndeo Wealth Partners
Florida
$1.78M -$848K -9,663 -32%
JFG
666
Jefferies Financial Group
New York
$1.77M -$2.61M -29,747 -60%
P
667
Pitcairn
Pennsylvania
$1.77M +$157K +1,788 +10%
HCA
668
Harbor Capital Advisors
Illinois
$1.77M +$1.77M +20,162 New
AWM
669
Ameliora Wealth Management
Switzerland
$1.77M -$87.8K -1,000 -5%
BCM
670
Brasada Capital Management
Texas
$1.77M +$114K +1,297 +7%
VT
671
Vise Technologies
New York
$1.77M +$264K +3,007 +18%
CM
672
Crestline Management
Texas
$1.76M +$1.76M +20,000 New
IA
673
IFG Advisory
Georgia
$1.75M +$416K +4,741 +31%
CCP
674
Cunning Capital Partners
North Carolina
$1.75M – – –
PA
675
Procyon Advisors
Connecticut
$1.74M -$218K -2,487 -11%
25 26
27
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