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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
OIAM
5
OFI Invest Asset Management
France
$221M

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 Market Value Shares Shares
Change 		Shares
Change %
LOIP
1626
Live Oak Investment Partners
Texas
– – – –
WAM
1627
Worth Asset Management
Texas
$6.15K 70 – –
SHIM
1628
Stone House Investment Management
Pennsylvania
$6.15K 70 +70 New
AWM
1629
AllSquare Wealth Management
New York
$5.97K 68 -603 -90%
WB
1630
Webster Bank
Connecticut
$5.8K 66 +13 +25%
RG
1631
Retirement Group
California
$5K 58 +58 New
YAL
1632
Your Advocates Ltd
Texas
$4.92K 56 – –
BWS
1633
Buck Wealth Strategies
Colorado
$4.45K 51 +51 New
TFA
1634
Toth Financial Advisory
Virginia
$4.22K 48 +48 New
HFS
1635
Hantz Financial Services
Michigan
$4K 40 +40 New
CAM
1636
Costello Asset Management
Pennsylvania
$3.95K 45 – –
MWM
1637
Mascoma Wealth Management
New Hampshire
$3.87K 43 – –
FGAM
1638
Financial Gravity Asset Management
Texas
$3.27K 88 +3 +4%
JWM
1639
Janiczek Wealth Management
Colorado
$3.22K 37 +3 +9%
ECM
1640
Everence Capital Management
Indiana
$3.11K 35,391 – –
MCM
1641
Magnolia Capital Management
New York
$3K 29 – –
SIA
1642
SkyView Investment Advisors
New Jersey
$3K 31 +31 New
CTB
1643
Country Trust Bank
Illinois
$2.63K 30 – –
NMG
1644
New Millennium Group
Utah
$2.55K 29 – –
APW
1645
Acima Private Wealth
Virginia
$2.28K 26 – –
ME
1646
McIlrath & Eck
Washington
$2.02K 23 -1,147 -98%
CAM
1647
ClariVest Asset Management
California
$2K 25 – –
GKIM
1648
GW&K Investment Management
Massachusetts
$2K 20 +20 New
VF
1649
VitalStone Financial
Texas
$2K 26 +24 +1,200%
VCM
1650
Versant Capital Management
Arizona
$1.84K 21 +21 New
64 65
66
67 68