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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 %
LI
1151
LVZ Inc
Michigan
$415K – – –
TC
1152
Trilogy Capital
California
$415K – – –
FTWA
1153
Fifth Third Wealth Advisors
Ohio
$414K +$414K +4,712 New
MFWP
1154
Mosaic Family Wealth Partners
Missouri
$414K -$7.9K -90 -2%
CFP
1155
Catalyst Financial Partners
Massachusetts
$411K +$113K +1,284 +38%
WFI
1156
West Family Investments
California
$411K – – –
UH
1157
Unigestion Holding
Switzerland
$408K -$114K -1,324 -22%
CWM
1158
Circle Wealth Management
New Jersey
$407K -$205K -2,336 -34%
TWM
1159
Tanager Wealth Management
United Kingdom
$407K -$23.6K -269 -5%
FDS
1160
First Dallas Securities
Texas
$404K – – –
CWP
1161
CFM Wealth Partners
Texas
$404K +$45.5K +518 +13%
CA
1162
Calton & Associates
Florida
$403K +$97.7K +1,113 +32%
RWA
1163
Redhawk Wealth Advisors
Minnesota
$402K -$111K -1,260 -22%
DIP
1164
DT Investment Partners
Pennsylvania
$399K – – –
KWMG
1165
King Wealth Management Group
Florida
$397K – – –
ZB
1166
Zions Bancorporation
Utah
$397K -$149K -1,697 -27%
VWA
1167
V Wealth Advisors
Kansas
$395K +$966 +11 +0.2%
MAM
1168
Meeder Asset Management
Ohio
$394K -$30.1K -343 -7%
BWM
1169
Baron Wealth Management
Michigan
$391K +$176 +2 +0%
CW
1170
CreativeOne Wealth
Kansas
$389K -$2.81K -32 -0.7%
FCH
1171
Freestone Capital Holdings
Washington
$389K +$2.28K +26 +0.6%
EHWM
1172
Eads & Heald Wealth Management
Georgia
$388K +$9.65K +110 +3%
AWS
1173
AJ Wealth Strategies
New York
$387K +$790 +9 +0.2%
AFT
1174
Alpha Family Trust
California
$387K – – –
PB
1175
Pinnacle Bancorp
Nebraska
$386K +$1.58K +18 +0.4%
45 46
47
48 49