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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 %
BAM
826
Berkshire Asset Management
Pennsylvania
$1.04M – – –
HIA
827
Harbor Investment Advisory
Maryland
$1.04M -$1.49K -17 -0.1%
EWA
828
EverSource Wealth Advisors
Alabama
$1.04M +$67.1K +764 +7%
ADL
829
Asset Dedication LLC
California
$1.04M +$177K +2,015 +21%
QC
830
Quent Capital
New York
$1.03M -$23.1K -263 -2%
VCA
831
Verdence Capital Advisors
Maryland
$1.03M +$87.4K +995 +9%
PI
832
PFG Investments
New York
$1.03M +$1.03M +11,697 New
RZH
833
Relyea Zuckerberg Hanson
Connecticut
$1.03M +$126K +1,440 +14%
NFC
834
Northeast Financial Consultants
Connecticut
$1.02M +$1.41K +16 +0.1%
KNW
835
Kesler Norman & Wride
Utah
$1.01M -$21.2K -241 -2%
LSA
836
Lansing Street Advisors
Pennsylvania
$1.01M +$6.23K +71 +0.6%
CBT
837
Central Bank & Trust
Kentucky
$1.01M -$12.9K -147 -1%
ONB
838
Old National Bancorp
Indiana
$1M +$1.14K +13 +0.1%
AAM
839
AR Asset Management
California
$1M – – –
HCM
840
Hodges Capital Management
Texas
$1M +$201K +2,486 +25%
BCP
841
Berkeley Capital Partners
Georgia
$998K -$34.3K -391 -3%
Citadel Advisors
842
Citadel Advisors
Florida
$996K -$21.1M -239,863 -95%
MA
843
Mutual Advisors
Nebraska
$995K +$125K +1,419 +14%
HTC
844
Haverford Trust Company
Pennsylvania
$993K +$199K +2,261 +25%
AF
845
Allworth Financial
California
$992K +$15.8K +180 +2%
BTWM
846
Baker Tilly Wealth Management
Wisconsin
$991K +$44.6K +508 +5%
CCFP
847
Charles Carroll Financial Partners
Massachusetts
$986K -$549K -6,250 -36%
DC
848
Davenport & Co
Virginia
$975K +$208K +2,366 +27%
PGIM
849
Pacific Global Investment Management
California
$968K -$54.6K -622 -5%
TSWM
850
Triangle Securities Wealth Management
North Carolina
$965K -$45.7K -520 -5%
32 33
34
35 36