MS icon

Morgan Stanley

1,661 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, 647 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

0% less repeat investments, than reductions

Existing positions increased: 645 | Existing positions reduced: 647

0% less funds holding

Funds holding: 1,6691,661 (-8)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

Holders
1,661
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.96B
Puts
$2.83B
Net Calls
Net Calls Change

Top Buyers

1 +$1.08B
2 +$419M
3 +$247M
4
JP Morgan Chase
JP Morgan Chase
New York
+$240M
5
Franklin Resources
Franklin Resources
California
+$171M

Top Sellers

1 -$854M
2 -$431M
3 -$216M
4
CS
Credit Suisse
Switzerland
-$201M
5
BlackRock
BlackRock
New York
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
726
$1.43M
727
$1.42M
728
$1.42M
729
$1.42M
730
$1.42M
731
$1.41M
732
$1.41M
733
$1.4M
734
$1.4M
735
$1.4M
736
$1.4M
737
$1.39M
738
$1.39M
739
$1.38M
740
$1.38M
741
$1.37M
742
$1.37M
743
$1.37M
744
$1.36M
745
$1.36M
746
$1.36M
747
$1.36M
748
$1.35M
749
$1.35M
750
$1.34M