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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 %
WS
776
Wedbush Securities
California
$1.2M -$69.3K -790 -5%
SF
777
Summit Financial
New Jersey
$1.2M +$39.7K +452 +3%
ZIG
778
Zullo Investment Group
Pennsylvania
$1.2M -$68.2K -777 -5%
WT
779
Whittier Trust
California
$1.19M – – –
DT
780
Diversified Trust
Tennessee
$1.19M +$254K +2,894 +27%
SFM
781
Systematic Financial Management
New Jersey
$1.19M – – –
EM
782
Excalibur Management
Massachusetts
$1.17M -$3.34K -38 -0.3%
ICP
783
Interchange Capital Partners
Pennsylvania
$1.17M +$946K +10,773 +424%
NP
784
Nilsine Partners
Colorado
$1.17M +$1.17M +13,309 New
WCM
785
Washburn Capital Management
Florida
$1.17M -$159K -1,810 -12%
BL
786
Balentine LLC
Georgia
$1.17M +$1.17M +13,274 New
IRC
787
Investors Research Corp
Georgia
$1.16M -$35.1K -400 -3%
HCM
788
Howland Capital Management
Massachusetts
$1.15M -$35K -399 -3%
AC
789
AXQ Capital
New Jersey
$1.14M +$1.14M +13,000 New
FWP
790
FAS Wealth Partners
Kansas
$1.13M +$80.1K +912 +8%
BPCA
791
Bank Pictet & Cie (Asia)
Singapore
$1.13M -$245K -2,785 -18%
TF
792
TLWM Financial
Texas
$1.12M -$8.43K -96 -0.7%
DLHL
793
Donald L. Hagan LLC
Florida
$1.12M +$43.8K +499 +4%
RFM
794
Royal Fund Management
Florida
$1.12M +$448K +5,104 +67%
PHS
795
Pekin Hardy Strauss
Illinois
$1.12M +$69.6K +793 +7%
WANY
796
Wealthspire Advisors (New York)
New York
$1.12M -$110K -1,251 -9%
CA
797
Cetera Advisors
Colorado
$1.11M -$36.6K -442 -3%
SACTSONJ
798
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.11M – – –
PWP
799
Principle Wealth Partners
Connecticut
$1.1M +$351 +4 +0%
ANTB
800
AMG National Trust Bank
Colorado
$1.1M +$142K +1,622 +15%
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