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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 %
BHBT
951
Burke & Herbert Bank & Trust
Virginia
$682K – – –
MFS
952
Mirabella Financial Services
United Kingdom
$677K +$677K +7,710 New
NSIM
953
North Star Investment Management
Illinois
$677K +$220K +2,502 +48%
WF
954
Welch & Forbes
Massachusetts
$676K -$36.5K -416 -5%
MWM
955
Maltin Wealth Management
New Jersey
$676K +$2.99K +34 +0.4%
BBNA
956
Bremer Bank National Association
Minnesota
$676K -$56K -638 -8%
AMC
957
Asset Management Corp
Illinois
$674K -$32.4K -369 -5%
MTIM
958
Marathon Trading Investment Management
Pennsylvania
$669K -$2.44M -27,757 -78%
LIG
959
Lokken Investment Group
Delaware
$667K +$48.2K +549 +8%
BB
960
Berkshire Bank
Massachusetts
$666K -$21.8K -248 -3%
HH
961
Hilltop Holdings
Texas
$663K -$21.4K -244 -3%
VFA
962
Voya Financial Advisors
Connecticut
$661K -$201K -2,330 -23%
MCM
963
Maltese Capital Management
New York
$659K -$2.8M -31,900 -81%
AOI
964
Auto-Owners Insurance
Michigan
$659K – – –
BB
965
Busey Bank
Illinois
$658K -$32.1K -366 -5%
SRC
966
Shufro Rose & Co
New York
$658K – – –
GL
967
Graypoint LLC
New York
$658K +$78.1K +889 +13%
FWIA
968
Fort Washington Investment Advisors
Ohio
$650K – – –
FMP
969
Financial Management Professionals
Texas
$647K +$77.1K +878 +14%
PPP
970
Private Portfolio Partners
New Jersey
$646K -$56.9K -648 -8%
LG
971
Leuthold Group
Minnesota
$645K -$36.3K -413 -5%
SB
972
Strategic Blueprint
Georgia
$645K +$2.81K +32 +0.4%
RIG
973
Renaissance Investment Group
Massachusetts
$644K – – –
Empower Advisory Group
974
Empower Advisory Group
Colorado
$637K +$637K +7,313 New
MHIC
975
Marble Harbor Investment Counsel
Massachusetts
$635K +$635K +7,233 New
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