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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 %
FNT
801
First National Trust
Pennsylvania
$1.1M -$8.17K -93 -0.7%
AC
802
Abbrea Capital
California
$1.1M +$27.7K +315 +3%
BFS
803
Bard Financial Services
Connecticut
$1.1M – – –
FCP
804
Fidelis Capital Partners
Florida
$1.09M +$845K +9,956 +343%
HCA
805
Harbour Capital Advisors
Virginia
$1.09M +$1.09M +12,425 New
CFG
806
Citizens Financial Group
Rhode Island
$1.09M -$59.1K -673 -5%
TFA
807
Transamerica Financial Advisors
Florida
$1.09M +$31.4K +357 +3%
WAP
808
Wealthcare Advisory Partners
Pennsylvania
$1.08M +$31.5K +359 +3%
PL
809
Perpetual Ltd
Australia
$1.08M +$1.08M +12,312 New
GIA
810
Gladstone Institutional Advisory
Florida
$1.08M +$527K +5,998 +95%
VCM
811
Viewpoint Capital Management
Washington
$1.07M -$6.15K -70 -0.6%
AIA
812
Affinity Investment Advisors
California
$1.07M -$42.3K -482 -4%
SWS
813
SYSTM Wealth Solutions
Illinois
$1.06M -$155K -1,766 -13%
CASB
814
Cape Ann Savings Bank
Massachusetts
$1.06M +$50K +569 +5%
JWCA
815
J.W. Cole Advisors
Florida
$1.06M +$21.5K +245 +2%
FFP
816
FourThought Financial Partners
Florida
$1.06M -$64.2K -731 -6%
DWT
817
Dorsey & Whitney Trust
South Dakota
$1.06M -$109K -1,243 -9%
WW
818
Waterfront Wealth
Kansas
$1.05M +$5.97K +68 +0.6%
WWA
819
WCG Wealth Advisors
Nevada
$1.05M – – –
PTC
820
Private Trust Company
Ohio
$1.05M +$194K +2,209 +23%
SBIA
821
Sheaff Brock Investment Advisors
Indiana
$1.05M +$26.3K +300 +3%
MG
822
Mather Group
Illinois
$1.05M +$38.3K +436 +4%
DAM
823
Delta Asset Management
Tennessee
$1.05M -$2.2K -25 -0.2%
OAM
824
Ostrum Asset Management
France
$1.04M +$1.04M +11,900 New
OIA
825
OneDigital Investment Advisors
Kansas
$1.04M +$167K +1,899 +19%
31 32
33
34 35