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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 %
MGIA
851
Moneta Group Investment Advisors
Missouri
$964K +$284K +3,236 +42%
BFIM
852
Beese Fulmer Investment Management
Ohio
$963K -$129K -1,474 -12%
GC
853
GFG Capital
Florida
$962K +$510 +6 +0.1%
BFG
854
Beacon Financial Group
Texas
$952K +$952K +11,335 New
APWA
855
Atlas Private Wealth Advisors
New Jersey
$950K +$351 +4 +0%
VCWA
856
Vanguard Capital Wealth Advisors
Colorado
$949K +$15.1K +172 +2%
BWM
857
Buckley Wealth Management
Nevada
$948K -$105K -1,199 -10%
HT
858
HighTower Trust
Texas
$947K +$262K +2,904 +38%
WT
859
Washington Trust
Rhode Island
$946K -$702 -8 -0.1%
TCOV
860
Trust Company of Vermont
Vermont
$945K +$112K +1,280 +13%
MP
861
McDonald Partners
Ohio
$944K -$7.11K -81 -0.7%
FHA
862
First Horizon Advisors
Tennessee
$944K +$71.5K +814 +8%
CWAG
863
Compton Wealth Advisory Group
Virginia
$941K +$195K +2,226 +26%
MSAM
864
Moloney Securities Asset Management
Missouri
$931K +$632K +7,199 +212%
NCM
865
NCM Capital Management
New Jersey
$930K -$52.7K -600 -5%
SIA
866
Schechter Investment Advisors
Michigan
$928K +$137K +1,562 +17%
CT
867
Columbia Trust
Oregon
$925K -$210K -2,391 -18%
PEA
868
Park Edge Advisors
Ohio
$919K +$253K +2,884 +38%
RPCONE
869
Retirement Planning Company of New England
Rhode Island
$916K +$25.7K +293 +3%
WPC
870
Wedmont Private Capital
Pennsylvania
$916K +$105K +1,250 +13%
BCM
871
Brookstone Capital Management
Illinois
$912K +$66.3K +743 +8%
GSEP
872
Golden State Equity Partners
California
$911K +$911K +10,375 New
Wolverine Trading
873
Wolverine Trading
Illinois
$903K -$2.82M -32,706 -76%
LB
874
Legacy Bridge
Iowa
$902K +$99.2K +1,130 +12%
PCM
875
Parsons Capital Management
Rhode Island
$900K +$24.1K +275 +3%
33 34
35
36 37