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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 %
LSAG
701
Lake Street Advisors Group
New Hampshire
$1.57M +$488K +5,557 +45%
NL
702
NVWM LLC
Pennsylvania
$1.57M -$5.62K -64 -0.4%
CCT
703
Chemung Canal Trust
New York
$1.56M +$29.3K +334 +2%
ADBIC
704
A.D. Beadell Investment Counsel
Wisconsin
$1.56M – – –
CTC (Chicago Trading Company)
705
CTC (Chicago Trading Company)
Illinois
$1.54M -$31.5M -366,180 -95%
GCP
706
GSA Capital Partners
United Kingdom
$1.54M +$1.54M +17,488 New
SAI
707
Systematic Alpha Investments
New Jersey
$1.52M – – –
NWM
708
Northcape Wealth Management
New York
$1.51M +$1.51M +17,255 New
PFS
709
Prospera Financial Services
Texas
$1.51M -$6M -68,269 -80%
LFM
710
LGT Fund Management
Liechtenstein
$1.5M +$1.5M +17,140 New
TIA
711
Trust Investment Advisors
Indiana
$1.5M -$11.1K -126 -0.7%
GAM
712
Gotham Asset Management
New York
$1.5M +$429K +4,891 +40%
IFWM
713
Institute for Wealth Management
Colorado
$1.5M -$6.15K -70 -0.4%
SA
714
Strategic Advisors
New York
$1.48M +$527 +6 +0%
OAM
715
Oak Asset Management
California
$1.48M -$8.78K -100 -0.6%
RCIM
716
Red Cedar Investment Management
Michigan
$1.47M +$483K +5,503 +49%
HI
717
Horizon Investments
North Carolina
$1.46M -$433K -4,974 -23%
CWM
718
Congress Wealth Management
Massachusetts
$1.45M +$12K +137 +0.8%
WSFS
719
Wilmington Savings Fund Society
Delaware
$1.45M -$8.96K -102 -0.6%
CAM
720
Covenant Asset Management
New Jersey
$1.43M +$63.8K +727 +5%
CCA
721
Checchi Capital Advisers
California
$1.43M -$65.5K -746 -4%
AIS
722
AM Investment Strategies
Tennessee
$1.43M +$9.39K +107 +0.7%
QCG
723
Quadrant Capital Group
Ohio
$1.43M -$15.6K -178 -1%
CWM
724
Chesapeake Wealth Management
Virginia
$1.43M +$53.6K +610 +4%
IIL
725
Insight Inv LLC
California
$1.42M -$191K -2,180 -12%
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