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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 %
QI
926
Qtron Investments
Massachusetts
$734K – – –
IWM
927
IHT Wealth Management
Illinois
$733K -$4.57K -52 -0.6%
ECM
928
ExodusPoint Capital Management
New York
$732K -$618K -7,040 -46%
TPWA
929
TRUE Private Wealth Advisors
Oregon
$731K +$5.71K +65 +0.8%
CPC
930
Cookson Peirce & Co
Pennsylvania
$727K +$294K +3,352 +68%
BSA
931
Bull Street Advisors
Georgia
$723K -$13.2K -150 -2%
III
932
Independent Investors Inc
New York
$721K – – –
CIM
933
CIM Investment Management
Pennsylvania
$721K +$33.5K +382 +5%
AC
934
AlphaCore Capital
California
$719K +$719K +8,192 New
AG
935
AIA Group
Hong Kong
$718K – – –
HIC
936
Hartline Investment Corp
Illinois
$717K +$318K +3,626 +80%
VSQM
937
V-Square Quantitative Management
Illinois
$717K +$717K +8,169 New
HH
938
HWG Holdings
Texas
$713K -$37.1K -422 -5%
HBT
939
Hills Bank & Trust
Iowa
$711K -$25.1K -286 -3%
VFPI
940
Vantage Financial Partners (Illinois)
Illinois
$707K -$13.2K -150 -2%
NFA
941
Northern Financial Advisors
Michigan
$706K +$79.2K +902 +13%
BAM
942
Blueshift Asset Management
New Jersey
$701K +$701K +7,985 New
PFSC
943
Peoples Financial Services Corp
Pennsylvania
$698K +$159K +1,806 +29%
EFS
944
Essex Financial Services
Connecticut
$697K -$4.3K -49 -0.6%
CIAS
945
Capital Investment Advisory Services
North Carolina
$695K +$75.7K +862 +12%
MCM
946
McMillion Capital Management
North Carolina
$693K -$30.7K -350 -4%
WOC
947
West Oak Capital
California
$693K +$24.6K +280 +4%
KTA
948
Keeley-Teton Advisors
Illinois
$693K +$331K +3,775 +92%
MIC
949
Meridian Investment Counsel
California
$686K -$3.78K -43 -0.5%
HFM
950
Hartford Funds Management
Pennsylvania
$684K +$74.4K +847 +12%
36 37
38
39 40