MS icon

Morgan Stanley

1,661 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, 647 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

0% less repeat investments, than reductions

Existing positions increased: 645 | Existing positions reduced: 647

0% less funds holding

Funds holding: 1,6691,661 (-8)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

Holders
1,661
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.96B
Puts
$2.83B
Net Calls
Net Calls Change

Top Buyers

1 +$1.08B
2 +$419M
3 +$247M
4
JP Morgan Chase
JP Morgan Chase
New York
+$240M
5
Franklin Resources
Franklin Resources
California
+$171M

Top Sellers

1 -$854M
2 -$431M
3 -$216M
4
CS
Credit Suisse
Switzerland
-$201M
5
BlackRock
BlackRock
New York
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
951
$686K
952
$684K
953
$682K
954
$677K
955
$677K
956
$676K
957
$676K
958
$676K
959
$674K
960
$669K
961
$667K
962
$666K
963
$663K
964
$661K
965
$659K
966
$659K
967
$658K
968
$658K
969
$658K
970
$650K
971
$647K
972
$646K
973
$645K
974
$645K
975
$644K