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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 %
Belvedere Trading
1301
Belvedere Trading
Illinois
$271K +$271K +3,088 New
PAM
1302
Private Asset Management
California
$271K – – –
IIM
1303
Ipswich Investment Management
Massachusetts
$269K – – –
FOA
1304
Five Oceans Advisors
California
$268K +$3.34K +38 +1%
MGIM
1305
M&G Investment Management
United Kingdom
$267K – – –
PCMC
1306
Private Capital Management (Colorado)
Colorado
$267K +$41.7K +475 +19%
KA
1307
Kozak & Associates
Colorado
$265K +$2.28K +26 +0.9%
AFS
1308
Annapolis Financial Services
Maryland
$265K +$19.1K +218 +8%
SC
1309
Sepio Capital
Utah
$265K -$24.6K -280 -9%
WA1
1310
Wimmer Associates 1
California
$264K +$18.2K +220 +7%
MAM
1311
Mastrapasqua Asset Management
Tennessee
$263K -$43.9K -500 -14%
SOAMC
1312
Spirit of America Management Corp
New York
$263K – – –
SFS
1313
Stiles Financial Services
Minnesota
$263K -$9.13K -104 -3%
EFSCE
1314
Enterprise Financial Services Corp (EFSC)
Missouri
$263K +$2.2K +25 +0.8%
GFG
1315
Goldstone Financial Group
Illinois
$262K +$262K +2,978 New
HI
1316
Harrington Investments
California
$261K – – –
KF
1317
Krilogy Financial
Missouri
$261K -$1.02M -11,573 -80%
HFM
1318
Harvest Fund Management
China
$261K – – –
EWA
1319
EP Wealth Advisors
California
$261K -$40.8K -943 -14%
SAG
1320
SageView Advisory Group
California
$261K -$19.8K -226 -7%
CIA
1321
Choate Investment Advisors
Massachusetts
$260K – – –
ORC
1322
O'Rourke & Company
Massachusetts
$260K -$13.2K -150 -5%
AA
1323
Apriem Advisors
California
$258K – – –
MCM
1324
Manchester Capital Management
Vermont
$258K +$8.6K +98 +3%
CCP
1325
Carmel Capital Partners
California
$258K -$60.8K -693 -19%
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