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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 %
WCWM
1351
Willow Creek Wealth Management
California
$241K +$4.04K +46 +2%
HHGA
1352
Halbert Hargrove Global Advisors
California
$240K -$31.5K -359 -12%
FFS
1353
Founders Financial Securities
Maryland
$239K +$239K +2,720 New
BP
1354
Broadleaf Partners
Ohio
$239K – – –
PWP
1355
Phillips Wealth Planners
Mississippi
$239K +$2.2K +25 +0.9%
EA
1356
Ellsworth Advisors
Ohio
$238K +$21.2K +242 +10%
NSB
1357
Norway Savings Bank
Maine
$237K -$21.1K -240 -8%
RC
1358
Reik & Co
New York
$237K – – –
OC
1359
Oakworth Capital
Alabama
$237K – – –
LFDLE
1360
La Financiere de L'Echiquier
France
$237K +$237K +2,700 New
HAS
1361
HBW Advisory Services
California
$237K +$237K +2,696 New
Fuller & Thaler Asset Management
1362
Fuller & Thaler Asset Management
California
$236K – – –
PPC
1363
Park Place Capital
Alabama
$236K +$29.3K +334 +14%
AA
1364
Argent Advisors
Louisiana
$235K – – –
RCA
1365
Resonant Capital Advisors
Wisconsin
$234K -$80.6K -918 -26%
ABC
1366
Associated Banc-Corp
Wisconsin
$233K -$615 -7 -0.3%
FFN
1367
Focus Financial Network
Minnesota
$233K -$439 -5 -0.2%
DWP
1368
Daymark Wealth Partners
Ohio
$233K +$233K +2,656 New
RWA
1369
Ropes Wealth Advisors
Massachusetts
$233K +$233K +2,655 New
CPC
1370
Congress Park Capital
New York
$233K -$17.6K -200 -7%
PFP
1371
Pinnacle Financial Partners
Tennessee
$233K +$233K +2,650 New
IAS
1372
Insigneo Advisory Services
Florida
$232K -$355K -4,057 -60%
HWMG
1373
Hurlow Wealth Management Group
Indiana
$232K +$615 +7 +0.3%
WSCM
1374
Wellington Shields Capital Management
New York
$232K – – –
ES
1375
Eagle Strategies
New York
$231K +$8.96K +102 +4%
53 54
55
56 57