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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 %
ADIM
676
Alpha DNA Investment Management
Maryland
$1.73M +$829K +9,440 +92%
BIM
677
Baldwin Investment Management
Pennsylvania
$1.73M -$1.14K -13 -0.1%
CG
678
Caprock Group
Idaho
$1.73M +$57.9K +660 +3%
MFG
679
Merit Financial Group
Georgia
$1.7M +$214K +2,439 +14%
EH
680
Equitable Holdings
New York
$1.7M +$185K +2,108 +12%
CBOR
681
Community Bank of Raymore
Missouri
$1.69M +$1.12M +12,750 +195%
MWM
682
Modera Wealth Management
New Jersey
$1.68M +$11.9K +136 +0.7%
HIA
683
Harvest Investment Advisors
Florida
$1.67M +$3.51K +40 +0.2%
MYAM
684
Meiji Yasuda Asset Management
Japan
$1.67M -$49.2K -560 -3%
DEA
685
DoubleLine ETF Adviser
Florida
$1.67M +$38.5K +438 +2%
Kovitz Investment Group Partners
686
Kovitz Investment Group Partners
Illinois
$1.67M -$131K -1,493 -7%
LIM
687
Leavell Investment Management
Alabama
$1.66M +$14.1K +160 +0.9%
CC
688
Courier Capital
New York
$1.66M -$217K -2,475 -12%
UCFA
689
United Capital Financial Advisors
Texas
$1.66M -$9.04K -103 -0.5%
PCIA
690
Prime Capital Investment Advisors
Kansas
$1.66M +$202K +2,296 +14%
FFM
691
Forum Financial Management
Illinois
$1.65M -$18.1K -206 -1%
CFB
692
Cullen/Frost Bankers
Texas
$1.63M +$138K +1,572 +9%
SWP
693
Stratos Wealth Partners
Ohio
$1.63M -$127K -1,442 -7%
AIM
694
Acropolis Investment Management
Missouri
$1.63M +$27.9K +318 +2%
DAM
695
Deltec Asset Management
New York
$1.62M -$43.9K -500 -3%
AJ
696
Ashburton (Jersey)
Jersey
$1.62M +$532K +6,063 +49%
AFM
697
Abbot Financial Management
Massachusetts
$1.59M – – –
DGAM
698
Desjardins Global Asset Management
Quebec, Canada
$1.58M +$143K +1,631 +10%
SCA
699
Snowden Capital Advisors
New York
$1.58M -$139K -1,587 -8%
IB
700
Intrust Bank
Kansas
$1.58M +$28.4K +324 +2%
26 27
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