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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 %
MFG
876
Magnus Financial Group
New York
$897K +$54.8K +624 +7%
PCP
877
Proficio Capital Partners
Massachusetts
$892K -$8.08K -92 -0.9%
GAMC
878
Garner Asset Management Corp
Texas
$891K +$35.6K +406 +4%
SAM
879
Silvercrest Asset Management
New York
$888K +$20.7K +236 +2%
GA
880
Greenhaven Associates
New York
$878K – – –
RA
881
Raffles Associates
New York
$878K +$878K +10,000 New
CWM
882
Calamos Wealth Management
Illinois
$877K -$3.69K -42 -0.4%
MCM
883
Mork Capital Management
California
$872K – – –
NEI
884
Northwest & Ethical Investments
Ontario, Canada
$871K -$152K -1,734 -15%
EWM
885
Empirical Wealth Management
Washington
$867K +$277K +3,150 +47%
AFG
886
AFS Financial Group
Maryland
$862K +$72.9K +830 +9%
VWM
887
Venturi Wealth Management
Texas
$855K -$57.3K -653 -6%
SRC
888
Sage Rhino Capital
California
$851K +$22.2K +253 +3%
AIA
889
Alera Investment Advisors
Illinois
$849K +$122K +1,394 +17%
AF
890
Advisornet Financial
Minnesota
$845K +$3.51K +40 +0.4%
BTI
891
Blue Trust Inc
Georgia
$841K -$2.8K -33 -0.3%
CFCI
892
Comprehensive Financial Consultants Institutional
Indiana
$835K +$38.4K +437 +5%
PPW
893
Parcion Private Wealth
Washington
$835K -$11.2K -127 -1%
STA
894
Summit Trail Advisors
New York
$833K +$447K +5,091 +116%
TCM
895
Twin Capital Management
Pennsylvania
$832K -$52.7K -600 -6%
MC
896
Moors & Cabot
Massachusetts
$830K -$330K -3,763 -28%
CAAS
897
Capital Asset Advisory Services
Michigan
$830K +$191K +2,171 +30%
MMPW
898
Mitchell McLeod Pugh & Williams
Alabama
$828K -$45.3K -516 -5%
GRP
899
Global Retirement Partners
California
$828K +$456K +5,378 +123%
AWE
900
Avidian Wealth Enterprises
Texas
$821K -$35.7K -407 -4%
34 35
36
37 38