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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 %
ST
751
Somerset Trust
Pennsylvania
$1.33M -$20.6K -235 -2%
APWM
752
Atlas Private Wealth Management
New York
$1.33M +$45.9K +523 +4%
PCH
753
PGIM Custom Harvest
New Jersey
$1.32M -$2.72K -31 -0.2%
MAM
754
Mystic Asset Management
Rhode Island
$1.32M -$41.6K -474 -3%
DCM
755
Decatur Capital Management
Georgia
$1.31M -$247K -2,815 -16%
DI
756
Diligent Investors
California
$1.3M -$6.85K -78 -0.5%
AFS
757
Aft Forsyth & Sober
Florida
$1.29M – – –
RSA
758
River Street Advisors
Illinois
$1.28M +$25.1K +286 +2%
FCI
759
Financial Counselors Inc
Kansas
$1.28M -$73.7K -840 -5%
SFG
760
SevenBridge Financial Group
Pennsylvania
$1.28M – – –
SAM
761
Strategy Asset Managers
California
$1.28M +$694K +7,900 +119%
AA
762
Altman Advisors
Illinois
$1.28M +$39.4K +510 +3%
DPIM
763
Duff & Phelps Investment Management
Illinois
$1.27M – – –
FB
764
Fulton Bank
Pennsylvania
$1.27M +$130K +1,477 +11%
IIC
765
Ironwood Investment Counsel
Arizona
$1.27M +$8.52K +97 +0.7%
DWM
766
Dakota Wealth Management
Florida
$1.26M -$93K -1,059 -7%
SWM
767
Spire Wealth Management
Virginia
$1.26M +$444K +5,058 +54%
ICG
768
InterOcean Capital Group
Tennessee
$1.25M -$658K -7,490 -35%
EIM
769
Essex Investment Management
Massachusetts
$1.25M -$176K -2,010 -12%
MWM
770
Meridian Wealth Management
Kentucky
$1.25M -$168K -1,909 -12%
EGM
771
Engineers Gate Manager
New York
$1.23M +$1.23M +14,018 New
QT
772
Quantamental Technologies
New York
$1.23M +$1.23M +13,988 New
NERM
773
New England Research & Management
Illinois
$1.23M -$21.9K -250 -2%
SCI
774
S&CO Inc
Massachusetts
$1.22M – – –
SC
775
SouthState Corp
Florida
$1.21M -$90.5K -1,031 -7%
29 30
31
32 33