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Morgan Stanley
MS

Overview Fund Activity

1,658 hedge funds and large institutions have $124B invested in Morgan Stanley in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 645 increasing their positions, 645 reducing their positions, and 119 closing their positions.

Holders
1,658
Holders Change
-9
Holders Change %
-0.54%
% of All Funds
26.54%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.48%
New
144
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
1
T. Rowe Price Associates
Maryland
$2.02B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.3B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.31B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.24B
5
Franklin Resources
5
Franklin Resources
California
$1.02B

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$401M
2
State Street
2
State Street
Massachusetts
$10.2B
3
Invesco
3
Invesco
Georgia
$608M
4
CS
4
Credit Suisse
Switzerland
$261M
5
BlackRock
5
BlackRock
New York
$7.65B
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
1401
Oxford Financial Group
Indiana
$219K +$219K +2,497 New
PK
1402
Pflug Koory
Nebraska
$219K -$6.59K -75 -3%
HCM
1403
Hall Capital Management
Rhode Island
$219K – – –
DMBA
1404
Deseret Mutual Benefit Administrators
Utah
$217K +$3.42K +39 +2%
SIA
1405
Soltis Investment Advisors
Utah
$216K +$2.99K +34 +1%
CT
1406
Chicago Trust
Illinois
$215K -$5.44K -62 -2%
HPM
1407
Hoxton Planning & Management
West Virginia
$215K -$2.46K -28 -1%
EFM
1408
E Fund Management
China
$214K -$12.4K -141 -5%
MAG
1409
Mayfair Advisory Group
Alabama
$214K – – –
RW
1410
REDW Wealth
New Mexico
$214K – – –
PWA
1411
Primoris Wealth Advisors
Florida
$213K -$23.2K -264 -10%
BTW
1412
Boston Trust Walden
Massachusetts
$213K – – –
AMBIA
1413
Allen Mooney & Barnes Investment Advisors
Georgia
$212K -$11.2K -127 -5%
JFGIW
1414
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K +$6.06K +69 +3%
WWM
1415
Windsor Wealth Management
Indiana
$211K – – –
PA
1416
PFG Advisors
Arizona
$210K -$37.2K -424 -15%
BFM
1417
Boothbay Fund Management
New York
$209K +$209K +2,375 New
CB
1418
Cadence Bank
Mississippi
$208K +$208K +2,374 New
APW
1419
Austin Private Wealth
Texas
$208K +$208K +2,374 New
WRPWM
1420
Werba Rubin Papier Wealth Management
California
$208K +$208K +2,370 New
HA
1421
HFG Advisors
Ohio
$207K – – –
FNBOSM
1422
First National Bank of South Miami
Florida
$206K -$702 -8 -0.3%
KS
1423
Karpas Strategies
Connecticut
$205K +$205K +2,334 New
WAG
1424
Winthrop Advisory Group
Massachusetts
$205K +$205K +2,330 New
FCM
1425
Firestone Capital Management
Florida
$204K +$204K +2,318 New
55 56
57
58 59