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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 %
OMC
1226
Overbrook Management Corp
New York
$330K – – –
HCM
1227
Hollencrest Capital Management
California
$329K +$277K +3,151 +529%
UBV
1228
United Bank (Virginia)
Virginia
$329K +$21.2K +242 +7%
KFS
1229
Kaizen Financial Strategies
California
$328K +$2.55K +29 +0.8%
AF
1230
Alerus Financial
North Dakota
$325K -$4.21K -48 -1%
MRCM
1231
M&R Capital Management
New Jersey
$325K -$91.2K -1,039 -22%
SCP
1232
Sender Company & Partners
New York
$323K +$323K +3,683 New
MTWM
1233
Masso Torrence Wealth Management
New Jersey
$322K – – –
IWP
1234
Icon Wealth Partners
Texas
$322K +$322K +3,665 New
FFG
1235
Fortem Financial Group
California
$321K -$33.7K -384 -10%
FFBTD
1236
First Financial Bank - Trust Division
Ohio
$321K -$1.93K -22 -0.6%
MM
1237
MQS Management
New York
$320K +$320K +3,648 New
PFWA
1238
Paces Ferry Wealth Advisors
Georgia
$320K +$8.43K +96 +3%
MFG
1239
MidWestOne Financial Group
Iowa
$317K -$4.39K -50 -1%
Jones Financial Companies
1240
Jones Financial Companies
Missouri
$317K -$7.2K -82 -2%
AA
1241
Alta Advisers
United Kingdom
$316K – – –
FAIM
1242
Financial Advocates Investment Management
Washington
$316K +$106K +1,210 +51%
SIM
1243
Sentry Investment Management
Wisconsin
$314K -$276K -3,146 -47%
CSB
1244
City State Bank
Iowa
$314K -$17.6K -200 -5%
DSC
1245
Duncker Streett & Co
Missouri
$314K – – –
QFA
1246
Quantum Financial Advisors
California
$313K – – –
Cohen & Steers
1247
Cohen & Steers
New York
$312K – – –
CBFP
1248
Cedar Brook Financial Partners
Ohio
$311K -$43.6K -497 -12%
JIC
1249
Johnson Investment Counsel
Ohio
$311K +$26K +296 +9%
RIA
1250
Richwood Investment Advisors
Ohio
$309K -$5.71K -65 -2%
48 49
50
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