MS icon

Morgan Stanley

1,666 hedge funds and large institutions have $124B invested in Morgan Stanley in 2023 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 647 increasing their positions, 648 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

0% less repeat investments, than reductions

Existing positions increased: 647 | Existing positions reduced: 648

0% less funds holding

Funds holding: 1,6741,666 (-8)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

Holders
1,666
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.96B
Puts
$2.83B
Net Calls
Net Calls Change

Top Buyers

1 +$1.15B
2 +$445M
3 +$263M
4
JP Morgan Chase
JP Morgan Chase
New York
+$255M
5
Franklin Resources
Franklin Resources
California
+$182M

Top Sellers

1 -$458M
2 -$230M
3 -$214M
4
BlackRock
BlackRock
New York
-$208M
5
Barclays
Barclays
United Kingdom
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
1401
$221K
1402
$221K
1403
$220K
1404
$220K
1405
$220K
1406
$220K
1407
$220K
1408
$219K
1409
$219K
1410
$219K
1411
$217K
1412
$216K
1413
$215K
1414
$215K
1415
$214K
1416
$214K
1417
$214K
1418
$213K
1419
$213K
1420
$212K
1421
$211K
1422
$211K
1423
$210K
1424
$209K
1425
$208K