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 %
CWM
1126
Cornerstone Wealth Management
Missouri
$443K +$443K +5,051 New
GEA
1127
Glen Eagle Advisors
New Jersey
$440K -$10.6K -121 -2%
AC
1128
Allstate Corporation
Illinois
$438K -$4.43M -50,406 -91%
CWM
1129
C2C Wealth Management
Arizona
$438K +$438K +5,121 New
GA
1130
GraniteShares Advisors
New York
$432K -$37.3K -425 -8%
BWG
1131
Beta Wealth Group
California
$430K +$26.3K +300 +7%
RMDI
1132
R.M. Davis Inc
Maine
$430K -$7.02K -80 -2%
RSWM
1133
Robertson Stephens Wealth Management
California
$429K -$9.92K -113 -2%
RIL
1134
Rothschild Investment LLC
Illinois
$429K +$1.32K +15 +0.3%
EWG
1135
Executive Wealth Group
Washington
$428K +$3.25K +37 +0.8%
RP
1136
Riverwater Partners
Wisconsin
$427K -$267K -3,038 -38%
IA
1137
IAM Advisory
Pennsylvania
$427K +$427K +4,869 New
AT
1138
American Trust
Kentucky
$427K +$139K +1,580 +48%
WGAM
1139
Wilkinson Global Asset Management
New York
$425K – – –
AWM
1140
Arista Wealth Management
Nevada
$423K – – –
EFG
1141
Everhart Financial Group
Ohio
$423K +$71.4K +813 +20%
MSFS
1142
Main Street Financial Solutions
Pennsylvania
$422K +$1.06K +12 +0.3%
AAS
1143
Ameritas Advisory Services
Nebraska
$421K -$50.6K -568 -11%
OFW
1144
Omnia Family Wealth
Florida
$421K – – –
TIA
1145
Tiemann Investment Advisors
California
$420K -$5.71K -65 -1%
PVH
1146
Psagot Value Holdings
Israel
$420K +$154K +1,800 +58%
Verition Fund Management
1147
Verition Fund Management
Connecticut
$420K -$1.55M -17,600 -79%
SFB
1148
STAR Financial Bank
Indiana
$418K +$17.6K +200 +4%
LNB
1149
Ledyard National Bank
$416K -$3.78K -43 -0.9%
PBO
1150
Peoples Bank (Ohio)
Ohio
$416K -$2.63K -30 -0.6%
44 45
46
47 48