MS icon

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 %
AIC
726
Argus Investors Counsel
New York
$1.42M – – –
IIA
727
IPG Investment Advisors
California
$1.42M -$483K -5,500 -25%
WPC
728
White Pine Capital
Minnesota
$1.42M -$5.71K -65 -0.4%
VF
729
Vest Financial
Virginia
$1.41M +$1.02M +11,665 +267%
AIM
730
Allen Investment Management
New York
$1.41M – – –
WWM
731
Wolff Wiese Magana
California
$1.4M +$9.92K +113 +0.7%
SFS
732
Sowell Financial Services
Arkansas
$1.4M -$479K -5,457 -26%
BC
733
Brookfield Corp
Ontario, Canada
$1.4M +$1.4M +15,918 New
Luther King Capital Management (LKCM)
734
Luther King Capital Management (LKCM)
Texas
$1.4M +$10.2K +116 +0.7%
BFIC
735
Bedell Frazier Investment Counselling
California
$1.39M +$88 +1 +0%
FMAEN1
736
Fund Management at Engine No 1
California
$1.39M +$117K +1,334 +9%
CF
737
Centaurus Financial
California
$1.38M -$27.7K -315 -2%
NRS
738
Neville Rodie & Shaw
New York
$1.38M – – –
PAM
739
Paradigm Asset Management
New York
$1.37M – – –
AT
740
Avalon Trust
New Mexico
$1.37M +$1.37M +15,600 New
SWM
741
SeaCrest Wealth Management
New York
$1.37M +$28K +319 +2%
VFA
742
Valeo Financial Advisors
Indiana
$1.36M +$202K +2,302 +17%
GWSG
743
GPS Wealth Strategies Group
Colorado
$1.36M +$27.1K +309 +2%
PA
744
Profund Advisors
Maryland
$1.36M -$59.8K -681 -4%
LRWA
745
Long Run Wealth Advisors
New York
$1.36M +$14.8K +168 +1%
BFS
746
Bradley Foster & Sargent
Connecticut
$1.35M – – –
TAM
747
Trust Asset Management
Texas
$1.35M -$35.6K -406 -3%
1SB
748
1ST Source Bank
Indiana
$1.34M -$25.4K -289 -2%
CI
749
Cigna Investments
Connecticut
$1.34M -$27.1K -309 -2%
SIA
750
Schear Investment Advisers
Ohio
$1.33M +$9.75K +111 +0.7%
28 29
30
31 32