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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 %
WAL
901
W Advisors LLC
Tennessee
$810K +$1.32K +15 +0.2%
PCM
902
Pennsylvania Capital Management
Pennsylvania
$799K – – –
PWPS
903
Pinnacle Wealth Planning Services
Ohio
$799K +$432K +4,918 +118%
WPW
904
Waldron Private Wealth
Pennsylvania
$794K -$18K -205 -2%
FPCP
905
Fort Point Capital Partners
California
$791K +$87.2K +993 +12%
ERIC
906
Eagle Rock Investment Company
Georgia
$790K – – –
Bank Julius Baer & Co
907
Bank Julius Baer & Co
Switzerland
$790K -$15.2K -173 -2%
DI
908
DFPG Investments
Utah
$789K +$203K +2,316 +35%
BJL
909
Brighton Jones LLC
Washington
$788K -$72.1K -821 -8%
FNFDCM
910
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$774K – – –
LOAMS
911
Lombard Odier Asset Management (Switzerland)
Switzerland
$768K -$39.2K -447 -5%
DDC
912
DF Dent & Co
Maryland
$766K +$68K +774 +10%
EGA
913
E&G Advisors
Texas
$765K -$7.99K -91 -1%
HC
914
Hamilton Capital
Ohio
$759K +$305K +3,474 +67%
RFA
915
Resurgent Financial Advisors
Georgia
$757K +$61.5K +701 +9%
CAG
916
Csenge Advisory Group
Florida
$757K +$83.1K +946 +12%
SDAM
917
Shulman DeMeo Asset Management
New York
$755K -$12.8K -146 -2%
GLA
918
Good Life Advisors
Pennsylvania
$754K -$276K -3,147 -27%
ARMT
919
Amica Retiree Medical Trust
Rhode Island
$752K -$253K -2,887 -25%
NVIM
920
New Vernon Investment Management
Illinois
$751K – – –
BIP
921
Blueprint Investment Partners
North Carolina
$740K -$48.9K -557 -6%
CCM
922
Corsair Capital Management
New York
$739K -$1.14K -13 -0.2%
GVAG
923
Great Valley Advisor Group
Delaware
$736K +$52.2K +594 +8%
FFA
924
First Foundation Advisors
California
$735K +$222K +2,524 +43%
ACM
925
Acrisure Capital Management
Texas
$735K +$735K +8,370 New
35 36
37
38 39