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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 %
MWPCG
1251
Measured Wealth Private Client Group
New Hampshire
$309K -$54K -615 -15%
FIM
1252
Freedom Investment Management
Connecticut
$308K -$31.9K -363 -9%
MIM
1253
Morningstar Investment Management
Illinois
$308K – – –
FC
1254
Forte Capital
New York
$308K +$5.71K +65 +2%
WEG
1255
World Equity Group
Illinois
$307K +$307K +42,956 New
AI
1256
AXS Investments
New York
$303K -$37.1K -422 -11%
AWM
1257
Aprio Wealth Management
Georgia
$302K +$36.4K +415 +14%
TAIM
1258
TD Ameritrade Investment Management
Nebraska
$302K -$69.5K -791 -19%
TNBTD
1259
Trustmark National Bank Trust Department
Mississippi
$302K – – –
GP
1260
Girard Partners
Pennsylvania
$301K +$16.2K +185 +6%
WI
1261
WrapManager Inc
California
$300K +$57.9K +659 +24%
LWM
1262
Liberty Wealth Management
California
$300K +$300K +3,467 New
CSPIA
1263
Cary Street Partners Investment Advisory
Virginia
$300K -$32.1K -366 -10%
FAG
1264
Fortitude Advisory Group
Washington
$298K +$5.8K +66 +2%
CFA
1265
Capstone Financial Advisors
Illinois
$296K -$7.81K -89 -3%
DFG
1266
Delta Financial Group
New Jersey
$296K +$10.9K +124 +4%
SSWM
1267
Strait & Sound Wealth Management
California
$295K +$14K +159 +5%
AWA
1268
Arkadios Wealth Advisors
Georgia
$295K +$48.9K +557 +20%
PFM
1269
Parsec Financial Management
North Carolina
$294K -$13.9K -158 -5%
CIC
1270
Crawford Investment Counsel
Georgia
$294K +$31.7K +361 +12%
BMCM
1271
Bryn Mawr Capital Management
Pennsylvania
$294K -$11.9K -136 -4%
JWM
1272
JGP Wealth Management
Oregon
$293K -$5.44K -62 -2%
JSC
1273
Jackson Square Capital
California
$293K -$177K -2,019 -38%
TFCP
1274
Twin Focus Capital Partners
Massachusetts
$292K +$10.4K +119 +4%
JCM
1275
Janney Capital Management
Pennsylvania
$292K +$14.7K +168 +5%
49 50
51
52 53