MS icon

Morgan Stanley

1,664 hedge funds and large institutions have $124B invested in Morgan Stanley in 2023 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 647 increasing their positions, 647 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

0% more repeat investments, than reductions

Existing positions increased: 647 | Existing positions reduced: 647

0% less funds holding

Funds holding: 1,6711,664 (-7)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

Holders
1,664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.96B
Puts
$2.83B
Net Calls
Net Calls Change

Top Buyers

1 +$1.15B
2 +$445M
3 +$263M
4
JP Morgan Chase
JP Morgan Chase
New York
+$255M
5
Franklin Resources
Franklin Resources
California
+$182M

Top Sellers

1 -$458M
2 -$230M
3 -$214M
4
BlackRock
BlackRock
New York
-$208M
5
Barclays
Barclays
United Kingdom
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
1226
$333K
1227
$332K
1228
$332K
1229
$331K
1230
$330K
1231
$329K
1232
$329K
1233
$328K
1234
$325K
1235
$325K
1236
$323K
1237
$322K
1238
$322K
1239
$321K
1240
$321K
1241
$320K
1242
$320K
1243
$317K
1244
$317K
1245
$316K
1246
$316K
1247
$314K
1248
$314K
1249
$314K
1250
$313K