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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
$2.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.3B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.31B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.24B
5
Franklin Resources
Franklin Resources
California
$1.02B

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$401M
2
State Street
State Street
Massachusetts
$10.2B
3
Invesco
Invesco
Georgia
$608M
4
CS
Credit Suisse
Switzerland
$261M
5
BlackRock
BlackRock
New York
$7.65B
Name Holding Trade Value Shares
Change 		Shares
Change %
ICA
1201
Infrastructure Capital Advisors
New York
$356K +$356K +4,052 New
SAS
1202
Stelac Advisory Services
New York
$356K +$12.3K +140 +4%
CWM
1203
Curi Wealth Management
North Carolina
$353K -$52.5K -598 -13%
PNC
1204
Park National Corp
Ohio
$351K +$11.9K +136 +4%
IIC
1205
Integrated Investment Consultants
Michigan
$351K -$30.9K -352 -8%
AWA
1206
Amplius Wealth Advisors
Pennsylvania
$349K +$9.83K +112 +3%
RWB
1207
RMR Wealth Builders
New Jersey
$349K +$58.3K +664 +20%
IW
1208
Imprint Wealth
South Carolina
$347K +$347K +3,947 New
NL
1209
NWAM LLC
Washington
$346K +$44.4K +506 +15%
SFP
1210
Shepherd Financial Partners
Massachusetts
$346K -$21.1K -240 -6%
MHR
1211
Matthew Hamilton Rosenberg
$344K +$12.1K +138 +4%
HI
1212
Hudock Inc
Pennsylvania
$344K -$53.7K -612 -14%
TWM
1213
Tradition Wealth Management
Minnesota
$344K +$18.4K +210 +6%
CAMV
1214
Concord Asset Management (Virginia)
Virginia
$343K +$343K +3,912 New
DIA
1215
Davidson Investment Advisors
Montana
$343K – – –
AWG
1216
Altus Wealth Group
Colorado
$343K +$439 +5 +0.1%
PRWA
1217
Platte River Wealth Advisors
Colorado
$339K -$5.88K -67 -2%
DS
1218
DRW Securities
Illinois
$339K -$213K -2,426 -39%
CWP
1219
Concord Wealth Partners
Virginia
$336K +$86.4K +984 +35%
APP
1220
Avantax Planning Partners
Iowa
$335K -$21.3K -243 -6%
MA
1221
MCF Advisors
Kentucky
$333K -$7.15K -81 -2%
EAM
1222
Eagle Asset Management
Florida
$333K +$333K +3,794 New
HA
1223
Herold Advisors
New York
$332K -$75.3K -858 -18%
BCA
1224
Bay Colony Advisors
Massachusetts
$332K -$5.25K -61 -2%
SL
1225
Sentinus LLC
Illinois
$331K +$331K +3,768 New
47 48
49
50 51