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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 %
RR
976
Robotti Robert
$633K – – –
ECM
977
Evergreen Capital Management
Washington
$633K +$40.7K +464 +7%
DAS
978
Dynamic Advisor Solutions
Arizona
$632K +$15.3K +174 +2%
LWM
979
Laidlaw Wealth Management
New York
$632K +$44.6K +508 +8%
CDH
980
Charles D. Hyman
$630K +$8.17K +93 +1%
HPC
981
HM Payson & Co
Maine
$628K – – –
SM
982
Salzhauer Michael
$627K -$618K -7,040 -50%
CG
983
Colony Group
Massachusetts
$626K -$959K -10,929 -61%
MFG
984
Menard Financial Group
Texas
$626K +$626K +7,125 New
MFC
985
Mechanics Financial Corp
Ohio
$625K – – –
Tudor Investment Corp
986
Tudor Investment Corp
Connecticut
$621K -$5.11M -58,173 -89%
CFG
987
Cooper Financial Group
California
$621K +$51.3K +584 +9%
OTL
988
Oak Thistle LLC
New York
$619K +$619K +7,050 New
CIA
989
Caerus Investment Advisors
Texas
$615K – – –
PI
990
Parkside Investments
Illinois
$615K -$702K -8,000 -53%
IA
991
IFG Advisors
Missouri
$609K – – –
OIM
992
Orca Investment Management
Oregon
$608K – – –
NP
993
NorthRock Partners
Minnesota
$608K -$126K -1,439 -17%
TWM
994
TriaGen Wealth Management
California
$606K +$3.25K +37 +0.5%
LSPW
995
Lake Street Private Wealth
Illinois
$605K +$20.5K +234 +4%
AC
996
ASB Consultores
Florida
$602K +$207K +2,363 +53%
Nomura Holdings
997
Nomura Holdings
Japan
$600K +$479K +5,461 +398%
NAS
998
Nicolet Advisory Services
Wisconsin
$596K +$56.7K +674 +11%
TPCW
999
TD Private Client Wealth
New York
$594K -$76.3K -869 -11%
PWLP
1000
Prio Wealth Limited Partnership
Massachusetts
$591K – – –
38 39
40
41 42