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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 %
GA
1101
Geller Advisors
New York
$470K -$78.8K -897 -14%
CFO
1102
CVA Family Office
Colorado
$470K +$28.6K +326 +6%
SCM
1103
SKBA Capital Management
California
$470K +$79K +900 +20%
RCM
1104
Radnor Capital Management
Pennsylvania
$467K +$77.2K +880 +20%
SMWM
1105
Silvia McColl Wealth Management
California
$467K -$36K -410 -7%
IG
1106
ING Group
Netherlands
$466K -$16M -181,849 -97%
KLCM
1107
KG&L Capital Management
Louisiana
$466K +$183K +2,084 +65%
WA
1108
Wealth Alliance
New York
$466K +$34.8K +396 +8%
MW
1109
Marcum Wealth
Ohio
$463K +$78.1K +889 +20%
IA
1110
IFP Advisors
Florida
$463K -$392K -7,645 -46%
RIA
1111
Regal Investment Advisors
Michigan
$462K -$17.7K -202 -4%
AFP
1112
Ausdal Financial Partners
Iowa
$459K +$6.32K +72 +1%
LGA
1113
Lebenthal Global Advisors
New York
$457K -$260K -2,965 -36%
EWA
1114
Exencial Wealth Advisors
Oklahoma
$456K +$8.78K +100 +2%
OCBCO
1115
Oversea-Chinese Banking Corp (OCBC)
Singapore
$455K +$76.6K +873 +20%
MMA
1116
Miracle Mile Advisors
California
$454K -$161K -1,830 -26%
ACI
1117
Alpha Cubed Investments
California
$450K -$339K -3,866 -43%
SWP
1118
Strategic Wealth Partners
Ohio
$447K -$100K -1,140 -18%
LC
1119
Lindbrook Capital
California
$447K +$61.5K +700 +16%
SFS
1120
Strategic Financial Services
New York
$446K – – –
PP
1121
PDS Planning
Ohio
$446K +$446K +5,078 New
XSC
1122
X-Square Capital
Puerto Rico
$445K +$11.5K +131 +3%
WP
1123
WealthSource Partners
California
$445K +$21.2K +241 +5%
ETH
1124
Exos TFP Holdings
New York
$445K +$230K +2,618 +107%
IWM
1125
Integris Wealth Management
California
$444K +$3.51K +40 +0.8%
43 44
45
46 47