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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 %
SG
1326
Stonnington Group
California
$257K – – –
RIA
1327
Realta Investment Advisors
Delaware
$257K -$1.67K -19 -0.6%
RMAM
1328
Raab & Moskowitz Asset Management
New Jersey
$256K -$6.59K -75 -3%
NC
1329
NBW Capital
Massachusetts
$255K +$255K +2,902 New
PWP
1330
Perfromance Wealth Partners
Illinois
$254K – – –
CAM
1331
Cozad Asset Management
Illinois
$254K – – –
GIA
1332
GHP Investment Advisors
Colorado
$254K – – –
VA
1333
Valmark Advisers
Ohio
$253K -$5.8K -66 -2%
ALAM
1334
Asahi Life Asset Management
Japan
$252K +$252K +2,870 New
NWA
1335
Navis Wealth Advisors
New York
$251K -$3.34K -38 -1%
FGA
1336
Fortis Group Advisors
New Jersey
$250K +$250K +2,779 New
CA
1337
Crewe Advisors
Utah
$248K -$31.3K -357 -11%
VCG
1338
Vantage Consulting Group
Virginia
$248K -$3.78K -43 -1%
SA
1339
Syntax Advisors
New York
$248K -$3.78K -43 -1%
BMM
1340
Buffington Mohr McNeal
Idaho
$248K – – –
ZIMP
1341
Zimmermann Investment Management & Planning
Pennsylvania
$248K +$33.4K +380 +16%
PFA
1342
Pathway Financial Advisors
Vermont
$248K – – –
CCG
1343
Chatham Capital Group
Georgia
$245K +$245K +2,791 New
FFA
1344
Farther Finance Advisors
California
$245K +$141K +1,601 +135%
MAM
1345
McLean Asset Management
Virginia
$244K -$12.3K -140 -5%
BFC
1346
Bedel Financial Consulting
Indiana
$244K -$8.87K -101 -4%
PS
1347
Planned Solutions
California
$243K +$3.51K +40 +1%
AG
1348
Ascent Group
Virginia
$242K -$11.5K -131 -5%
WCM
1349
Wedge Capital Management
North Carolina
$241K +$7.02K +80 +3%
KP
1350
Keel Point
Alabama
$241K +$241K +2,744 New
52 53
54
55 56