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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 %
HI
1276
Humankind Investments
New York
$292K -$32.5K -370 -10%
AL
1277
Aspiriant LLC
California
$291K -$527 -6 -0.2%
NB
1278
NBT Bank
New York
$290K +$6.59K +75 +2%
GLA
1279
Great Lakes Advisors
Illinois
$289K +$289K +3,290 New
VNA
1280
Valley National Advisers
Pennsylvania
$288K +$8.47K +94 +3%
MCM
1281
Marathon Capital Management
Maryland
$288K -$20.5K -234 -7%
WAG
1282
Wallace Advisory Group
California
$288K -$7.29K -83 -2%
CAI
1283
Capital Advisors Inc
Oklahoma
$287K -$878 -10 -0.3%
ISWM
1284
Independent Solutions Wealth Management
New York
$286K -$7.2K -82 -2%
OA
1285
Operose Advisors
Wisconsin
$286K +$99.1K +1,128 +53%
DCM
1286
DGS Capital Management
New Jersey
$286K +$263 +3 +0.1%
GPA
1287
Guerra Pan Advisors
New Jersey
$284K – – –
PCA
1288
Prosperity Capital Advisors
Ohio
$284K -$16.3K -186 -5%
CB
1289
CNB Bank
Pennsylvania
$284K – – –
MF
1290
Manchester Financial
California
$283K +$7.02K +80 +3%
QPWM
1291
Quadrant Private Wealth Management
Pennsylvania
$282K -$351 -4 -0.1%
Hotchkis & Wiley Capital Management
1292
Hotchkis & Wiley Capital Management
California
$281K – – –
BFA
1293
Bragg Financial Advisors
North Carolina
$280K – – –
JAG
1294
Journey Advisory Group
Kentucky
$280K +$280K +3,187 New
NFSG
1295
Newbridge Financial Services Group
Florida
$278K +$7.99K +91 +3%
JF
1296
Joule Financial
Kentucky
$277K -$45.4K -517 -14%
PWMG
1297
Provence Wealth Management Group
California
$276K +$276K +3,143 New
OCM
1298
Objective Capital Management
Ohio
$275K – – –
SCM
1299
SOL Capital Management
Maryland
$274K – – –
CWM
1300
Centric Wealth Management
Illinois
$273K +$1.41K +16 +0.5%
50 51
52
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