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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 %
DWM
1176
Destination Wealth Management
California
$386K +$18.4K +210 +5%
EP
1177
Eudaimonia Partners
Tennessee
$386K +$88 +1 +0%
VCM
1178
Vivaldi Capital Management
Illinois
$386K -$42.8K -488 -10%
CL
1179
Choreo LLC
Illinois
$382K +$97K +1,105 +34%
LSA
1180
Lion Street Advisors
Texas
$381K +$381K +4,343 New
AA
1181
Addison Advisors
Vermont
$381K +$13.3K +151 +4%
HCP
1182
Hexagon Capital Partners
Arkansas
$380K +$54.1K +616 +17%
WA
1183
Waddell & Associates
Tennessee
$379K +$7.29K +83 +2%
WWM
1184
Wagner Wealth Management
South Carolina
$378K +$41.8K +476 +12%
BBWA
1185
Bell & Brown Wealth Advisors
California
$376K +$2.02K +23 +0.5%
FFG
1186
Frisch Financial Group
New York
$371K +$3.25K +37 +0.9%
EB
1187
Eastern Bank
Massachusetts
$368K -$10.7K -122 -3%
ST
1188
Smithfield Trust
Pennsylvania
$368K -$143K -1,632 -28%
CA
1189
Continuum Advisory
Idaho
$366K +$40.2K +458 +12%
BBA
1190
BLB&B Advisors
Pennsylvania
$363K +$14.1K +161 +4%
GM
1191
Granger Management
New York
$363K -$13.7K -156 -4%
AWAP
1192
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$363K – – –
PIA
1193
Powell Investment Advisors
Florida
$363K +$2.81K +32 +0.8%
H
1194
HoyleCohen
California
$363K +$23.7K +270 +7%
GD
1195
Grandfield & Dodd
New York
$362K – – –
SW
1196
SlateStone Wealth
Florida
$361K +$48.7K +554 +16%
MCCA
1197
Mill Creek Capital Advisors
Pennsylvania
$360K +$32.4K +369 +10%
ACM
1198
Allred Capital Management
Texas
$359K – – –
FNB
1199
Farmers National Bank
Kentucky
$358K – – –
TCM
1200
Tributary Capital Management
Nebraska
$357K -$11.4K -130 -3%
46 47
48
49 50