MS icon

Morgan Stanley

1,664 hedge funds and large institutions have $124B invested in Morgan Stanley in 2023 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 647 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% more repeat investments, than reductions

Existing positions increased: 647 | Existing positions reduced: 647

0% less funds holding

Funds holding: 1,6711,664 (-7)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

Holders
1,664
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 +$1.15B
2 +$445M
3 +$263M
4
JP Morgan Chase
JP Morgan Chase
New York
+$255M
5
Franklin Resources
Franklin Resources
California
+$182M

Top Sellers

1 -$458M
2 -$230M
3 -$214M
4
BlackRock
BlackRock
New York
-$208M
5
Barclays
Barclays
United Kingdom
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
751
$1.34M
752
$1.34M
753
$1.33M
754
$1.33M
755
$1.33M
756
$1.32M
757
$1.32M
758
$1.31M
759
$1.3M
760
$1.29M
761
$1.28M
762
$1.28M
763
$1.28M
764
$1.28M
765
$1.28M
766
$1.27M
767
$1.27M
768
$1.27M
769
$1.26M
770
$1.26M
771
$1.25M
772
$1.25M
773
$1.25M
774
$1.23M
775
$1.23M