MS icon

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 %
BC
1076
Bartlett & Co
Ohio
$498K -$4.39K -50 -0.9%
BCWM
1077
Bartlett & Co Wealth Management
Ohio
$498K -$4.39K -50 -0.9%
BFM
1078
Boston Financial Management
Massachusetts
$492K -$27.8K -317 -5%
RC
1079
Roundview Capital
New Jersey
$492K +$73.8K +841 +18%
CAIMH
1080
Central Asset Investments & Management Holdings
Hong Kong
$492K +$492K +5,600 New
SMA
1081
Sage Mountain Advisors
Georgia
$491K +$266K +3,035 +119%
FA
1082
Financial Advisors
Massachusetts
$491K – – –
BONST
1083
Bank of Nova Scotia Trust
Ontario, Canada
$491K – – –
TCOT
1084
Trust Company of Toledo
Ohio
$489K – – –
YIH
1085
Y-Intercept (HK)
Hong Kong
$489K -$537K -6,112 -52%
ATC
1086
Adirondack Trust Company
New York
$489K -$38.2K -435 -7%
ACM
1087
Advisors Capital Management
New Jersey
$488K -$53.1K -604 -10%
CG
1088
Clifford Group
Massachusetts
$488K -$48K -547 -9%
LIA
1089
LS Investment Advisors
Michigan
$487K – – –
CFMC
1090
Curbstone Financial Management Corp
New Hampshire
$486K -$13.2K -150 -3%
SIA
1091
Strategic Investment Advisors
Michigan
$484K -$727K -8,279 -60%
CHP
1092
Cable Hill Partners
Oregon
$484K +$21K +239 +5%
HSA
1093
HBK Sorce Advisory
Pennsylvania
$484K -$519K -5,916 -52%
SWM
1094
Sendero Wealth Management
Texas
$483K -$180K -2,055 -27%
FIB
1095
First Interstate Bank
Montana
$480K -$40.7K -463 -8%
ANBT
1096
American National Bank & Trust
Texas
$479K +$77.1K +878 +19%
AWA
1097
Arete Wealth Advisors
Illinois
$476K -$28.7K -327 -6%
BG
1098
Bahl & Gaynor
Ohio
$474K -$4.65K -53 -1%
BWP
1099
BSW Wealth Partners
Colorado
$474K +$5.36K +61 +1%
BB
1100
Bell Bank
North Dakota
$472K -$7.46K -85 -2%
42 43
44
45 46