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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 %
SSB
1376
Sandy Spring Bank
Maryland
$230K +$29.6K +337 +15%
SVWAG
1377
Sound View Wealth Advisors Group
Georgia
$230K -$154K -1,753 -40%
CF
1378
Cantor Fitzgerald
New York
$228K -$315K -3,587 -58%
NEWAS
1379
N.E.W. Advisory Services
Wisconsin
$228K +$10.2K +116 +5%
WG
1380
Welch Group
Alabama
$227K – – –
KFI
1381
Key Financial Inc
Pennsylvania
$226K +$47.1K +536 +26%
CP
1382
Castleview Partners
Texas
$226K +$15.5K +176 +7%
SSG
1383
Summit Securities Group
New York
$225K -$5.32M -60,568 -96%
SGI
1384
Summit Global Investments
Utah
$225K -$439 -5 -0.2%
BPCE
1385
Bank Pictet & Cie (Europe)
Germany
$225K +$225K +2,557 New
FG
1386
Fiduciary Group
Georgia
$224K +$224K +2,554 New
IWA
1387
IVC Wealth Advisors
Pennsylvania
$224K +$9.92K +113 +5%
KC
1388
Kingfisher Capital
North Carolina
$223K – – –
HWM
1389
Horizon Wealth Management
Illinois
$223K +$176 +2 +0.1%
TBA
1390
Tower Bridge Advisors
Pennsylvania
$223K -$105K -1,200 -32%
HWM
1391
Hemington Wealth Management
Virginia
$223K -$4.91K -56 -2%
LAM
1392
Lifestyle Asset Management
Texas
$222K +$222K +2,530 New
DAM
1393
Doheny Asset Management
California
$222K -$17.9K -203 -7%
BSB
1394
Bangor Savings Bank
Maine
$222K -$6.85K -78 -3%
FZCM
1395
Flynn Zito Capital Management
New York
$221K +$221K +2,521 New
EFG
1396
Ethos Financial Group
Pennsylvania
$221K +$221K +2,512 New
BOPW
1397
Brandywine Oak Private Wealth
Pennsylvania
$220K – – –
HCM
1398
Highlander Capital Management
New Jersey
$220K – – –
FMTC
1399
Farmers & Merchants Trust Company
California
$220K +$220K +2,501 New
BMO
1400
Beck Mack & Oliver
New York
$220K – – –
54 55
56
57 58