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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 %
GA
1651
GoalVest Advisory
New York
$1.05K 12 -388 -97%
GFWA
1652
Grey Fox Wealth Advisors
Delaware
$1.05K 12 – –
TWP
1653
TFO Wealth Partners
Ohio
$1.05K 12 +11 +1,100%
2L
1654
25 LLC
Missouri
$1.01K 12 +12 New
BCMLT
1655
Beacon Capital Management LLC (Tennessee)
Tennessee
$702 8 – –
DF
1656
DecisionPoint Financial
Arizona
$439 5 – –
DWA
1657
Delos Wealth Advisors
Texas
$264 3 – –
SOW
1658
State of Wyoming
Wyoming
$263 3 – –
SJIM
1659
St. Johns Investment Management
Florida
– – – –
SSM
1660
Sound Shore Management
Connecticut
– – -619,501 Closed
Walleye Trading
1661
Walleye Trading
New York
– – -318,886 Closed
E
1662
Ergoteles
New York
– – -266,252 Closed
Point72 Asset Management
1663
Point72 Asset Management
Connecticut
– – -237,192 Closed
Squarepoint
1664
Squarepoint
New York
– – -225,527 Closed
TCA
1665
Teewinot Capital Advisers
New York
– – -185,903 Closed
HF
1666
HRT Financial
New York
– – -174,658 Closed
KHCM
1667
Kettle Hill Capital Management
New York
– – -140,182 Closed
FFM
1668
Fullerton Fund Management
Singapore
– – -116,159 Closed
MMC
1669
Mizuho Markets Cayman
Cayman Islands
– – -83,632 Closed
Holocene Advisors
1670
Holocene Advisors
New York
– – -75,998 Closed
VRS
1671
Virginia Retirement Systems
Virginia
– – -67,200 Closed
CIM
1672
Chiron Investment Management
New York
– – -65,713 Closed
BA
1673
Bridgewater Associates
Connecticut
– – -62,501 Closed
PE
1674
Point72 Europe
United Kingdom
– – -57,993 Closed
SSA
1675
Schonfeld Strategic Advisors
New York
– – -54,730 Closed
65 66
67
68 69