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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 %
CD
1051
Chapin Davis
Maryland
$523K -$22.8K -260 -4%
RLIM
1052
Red Lighthouse Investment Management
New York
$522K – – –
AP
1053
Americana Partners
Texas
$521K -$24.1K -274 -4%
AWA
1054
Aaron Wealth Advisors
Illinois
$517K +$63.9K +728 +14%
KWM
1055
Kingsview Wealth Management
Oregon
$517K +$55.6K +633 +12%
TWI
1056
Thomas White International
Illinois
$516K +$5.18K +59 +1%
BFG
1057
Berger Financial Group
Minnesota
$516K -$14.7K -167 -3%
IFU
1058
iSAM Funds (UK)
United Kingdom
$515K +$199K +2,270 +63%
FMWA
1059
Forvis Mazars Wealth Advisors
Missouri
$515K +$41.9K +477 +9%
BCG
1060
Breakwater Capital Group
New Jersey
$508K +$155K +1,761 +44%
FCB
1061
First County Bank
Connecticut
$508K -$9.31K -106 -2%
LFA
1062
Legacy Financial Advisors
Kentucky
$506K -$7.64K -87 -1%
RA
1063
RFG Advisory
Alabama
$506K -$19.4K -221 -4%
HWA
1064
Heritage Wealth Advisors
Virginia
$505K -$17.1K -195 -3%
EW
1065
Evoke Wealth
California
$504K +$34.3K +391 +7%
RCAG
1066
Rehmann Capital Advisory Group
Michigan
$504K -$3.6K -41 -0.7%
I2I
1067
Insight 2811 Inc
Illinois
$504K -$7.02K -80 -1%
LCGC
1068
Legacy Capital Group California
California
$503K +$503K +5,725 New
JCIA
1069
Jackson Creek Investment Advisors
Colorado
$502K – – –
DWA
1070
Douglass Winthrop Advisors
New York
$502K +$439 +5 +0.1%
XT
1071
XTX Topco
Cayman Islands
$501K +$224K +2,556 +81%
WE
1072
Wealth Effects
Massachusetts
$501K -$8.78K -100 -2%
WCA
1073
Westover Capital Advisors
Delaware
$500K +$149K +1,700 +43%
V
1074
ViaWealth
Kansas
$500K -$108K -1,235 -18%
BFEC
1075
Benjamin F. Edwards & Company
Missouri
$499K +$153K +1,737 +44%
41 42
43
44 45