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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.

New
Increased
Maintained
Reduced
Closed
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 %
FMC
1426
First Merchants Corp
Indiana
$203K +$203K +2,317 New
SIM
1427
SSI Investment Management
California
$202K -$47.9K -545 -19%
AC
1428
Avestar Capital
New York
$202K +$202K +2,303 New
TWA
1429
Talisman Wealth Advisors
New Jersey
$202K +$202K +2,300 New
OIA
1430
Optimum Investment Advisors
Illinois
$202K -$702 -8 -0.3%
AFC
1431
AFT Forsyth & Company
Florida
$201K +$201K +2,285 New
VC
1432
Vicus Capital
Pennsylvania
$201K +$201K +2,284 New
PWMG
1433
Prestige Wealth Management Group
New Jersey
$199K -$7.81K -89 -4%
HI
1434
Harbour Investments
Wisconsin
$196K -$44.6K -508 -19%
BAAM
1435
Baker Avenue Asset Management
California
$194K +$439 +5 +0.2%
Kayne Anderson Rudnick Investment Management
1436
Kayne Anderson Rudnick Investment Management
California
$193K +$18.5K +211 +11%
ONST
1437
Old North State Trust
North Carolina
$190K +$1.93K +22 +1%
MTIC
1438
Missouri Trust & Investment Company
Missouri
$189K -$10K -114 -5%
BWAM
1439
Boyd Watterson Asset Management
Ohio
$186K +$1.32K +15 +0.7%
GWS
1440
Glassman Wealth Services
Virginia
$185K +$74.1K +844 +67%
M
1441
MOTCO
Texas
$183K -$4.57K -52 -2%
IBOK
1442
Independence Bank of Kentucky
Kentucky
$180K +$48.3K +550 +37%
BWM
1443
Baystate Wealth Management
Massachusetts
$177K +$9.48K +108 +6%
EL
1444
EMFO LLC
Florida
$176K +$176K +2,000 New
BWM
1445
BerganKDV Wealth Management
Minnesota
$169K +$7.99K +91 +5%
CQS
1446
Credential Qtrade Securities
$166K -$2.2K -25 -1%
BSC
1447
Brown Shipley & Co
United Kingdom
$165K +$165K +1,874 New
IAS
1448
IMA Advisory Services
Colorado
$162K -$33.5K -381 -17%
GGI
1449
Godsey & Gibb Inc
Virginia
$161K -$8.78K -100 -5%
SWA
1450
Sutton Wealth Advisors
Florida
$160K -$1.67K -19 -1%
56 57
58
59 60