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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 %
CA
1001
Claro Advisors
Massachusetts
$591K +$77.9K +887 +15%
CH
1002
Canton Hathaway
Rhode Island
$590K -$79.1K -902 -12%
MS
1003
Maven Securities
Jersey
$590K +$590K +6,718 New
WWM
1004
Western Wealth Management
Colorado
$585K -$39.5K -450 -6%
CA
1005
Clearstead Advisors
Ohio
$583K +$355K +4,045 +156%
KFS
1006
Kurt F. Somerville
$583K -$17.6K -200 -3%
TPW
1007
Transatlantique Private Wealth
New York
$581K +$24.3K +277 +4%
HA
1008
Harbor Advisors
Florida
$580K – – –
MSA
1009
Marino Stram & Associates
Massachusetts
$578K -$149K -1,696 -20%
AIA
1010
Arbor Investment Advisors
North Carolina
$578K +$1.05K +12 +0.2%
PCA
1011
Pallas Capital Advisors
Massachusetts
$575K -$280K -3,103 -33%
PCS
1012
Personal CFO Solutions
New Jersey
$572K +$18K +205 +3%
LDB
1013
Lee, Danner & Bass
Tennessee
$569K – – –
GCWM
1014
Graham Capital Wealth Management
District of Columbia
$569K +$569K +648 New
AWM
1015
Avior Wealth Management
Nebraska
$569K +$4.04K +46 +0.7%
SS
1016
Sunbelt Securities
Texas
$569K +$3.27K +38 +0.6%
KTC
1017
Kistler-Tiffany Companies
Pennsylvania
$567K +$28.1K +320 +5%
TCM
1018
Teza Capital Management
Illinois
$567K +$567K +6,459 New
FNA
1019
First National Advisers
Nebraska
$567K +$2.37K +27 +0.4%
RCA
1020
Ranch Capital Advisors
Florida
$566K +$11.1K +126 +2%
LP
1021
LMR Partners
United Kingdom
$565K +$565K +6,432 New
PCC
1022
Park Circle Company
Maryland
$562K +$492K +5,600 +700%
RA
1023
Rational Advisors
New York
$560K +$560K +6,374 New
BOH
1024
Bank of Hawaii
Hawaii
$559K -$92.8K -1,057 -14%
PFBT
1025
Parkside Financial Bank & Trust
Missouri
$559K +$68.7K +783 +14%
39 40
41
42 43