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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 %
BCM
1026
Brown Capital Management
Maryland
$555K -$2.63K -30 -0.5%
CHAM
1027
Clear Harbor Asset Management
Connecticut
$555K +$103K +1,177 +23%
VWA
1028
Visionary Wealth Advisors
Illinois
$553K -$7.73K -88 -1%
KA
1029
Kovack Advisors
Florida
$552K -$68.5K -780 -11%
SCA
1030
Sippican Capital Advisors
Massachusetts
$551K – – –
BSW
1031
Buckingham Strategic Wealth
Missouri
$551K – – –
PFGIA
1032
Patriot Financial Group Insurance Agency
Massachusetts
$550K +$76.3K +869 +16%
CT
1033
Cambridge Trust
Massachusetts
$549K -$184K -2,099 -25%
CWM
1034
Chicago Wealth Management
Illinois
$548K – – –
UAML
1035
US Asset Management LLC
Pennsylvania
$547K – – –
CWM
1036
Castle Wealth Management
Florida
$541K -$6.71K -76 -1%
PI
1037
PineBridge Investments
New York
$540K +$126K +1,433 +30%
NHC
1038
Nicholas Hoffman & Company
Georgia
$538K +$17.2K +196 +3%
AIM
1039
Anchor Investment Management
South Carolina
$537K +$189K +2,158 +54%
SAM
1040
Sompo Asset Management
Japan
$537K -$22.8K -260 -4%
MHS
1041
M Holdings Securities
Oregon
$533K +$11K +125 +2%
RPC
1042
Rossmore Private Capital
Connecticut
$532K -$7.02K -80 -1%
LC
1043
Lavaca Capital
Texas
$532K +$35.2K +400 +7%
WBG
1044
Wharton Business Group
Pennsylvania
$528K -$26.7K -305 -5%
RSS
1045
Rosenblum Silverman Sutton
California
$527K – – –
KA
1046
KLCM Advisors
Wisconsin
$525K +$20.5K +234 +4%
CCM
1047
Carlson Capital Management
Minnesota
$525K +$40.6K +462 +8%
GFP
1048
Gryphon Financial Partners
Ohio
$525K -$107K -1,216 -17%
NW
1049
NewEdge Wealth
Pennsylvania
$523K -$269K -3,059 -34%
MWM
1050
Mission Wealth Management
California
$523K -$37.4K -426 -7%
40 41
42
43 44