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Morgan Stanley

1,666 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, 648 reducing their positions, and 120 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% less repeat investments, than reductions

Existing positions increased: 647 | Existing positions reduced: 648

0% less funds holding

Funds holding: 1,6741,666 (-8)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

Holders
1,666
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
826
$1.05M
827
$1.05M
828
$1.04M
829
$1.04M
830
$1.04M
831
$1.04M
832
$1.04M
833
$1.03M
834
$1.03M
835
$1.03M
836
$1.03M
837
$1.03M
838
$1.02M
839
$1.01M
840
$1.01M
841
$1.01M
842
$1M
843
$1M
844
$1M
845
$998K
846
$996K
847
$995K
848
$993K
849
$992K
850
$991K