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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 %
IWA
1701
IBEX Wealth Advisors
New Jersey
– – -6,707 Closed
ORAM
1702
One River Asset Management
Connecticut
– – -6,235 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1703
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -5,646 Closed
PCM
1704
Prelude Capital Management
New York
– – -5,635 Closed
MAG
1705
MRA Advisory Group
New Jersey
– – -5,566 Closed
CCMT
1706
CMT Capital Markets Trading
Germany
– – -5,500 Closed
M
1707
Mirova
France
– – -4,735 Closed
PCM
1708
Perritt Capital Management
Illinois
– – -4,530 Closed
JF
1709
Jump Financial
Illinois
– – -4,503 Closed
PFC
1710
Poplar Forest Capital
California
– – -4,161 Closed
MCC
1711
Money Concepts Capital
Florida
– – -4,127 Closed
CCB
1712
Cutter & Co Brokerage
Missouri
– – -4,070 Closed
CIC
1713
Carnegie Investment Counsel
Ohio
– – -4,037 Closed
RWPA
1714
Richard W. Paul & Associates
Michigan
– – -3,914 Closed
QL
1715
Quarry LP
New York
– – -3,876 Closed
BP
1716
BBR Partners
New York
– – -3,860 Closed
BC
1717
Bridgefront Capital
Texas
– – -3,852 Closed
JWWM
1718
Johnson & White Wealth Management
Pennsylvania
– – -3,709 Closed
PSCM
1719
Per Stirling Capital Management
Texas
– – -3,266 Closed
GC
1720
Gratus Capital
Georgia
– – -3,067 Closed
FAFN
1721
First Affirmative Financial Network
Colorado
– – -3,058 Closed
I
1722
IMPACTfolio
Colorado
– – -3,033 Closed
LCM
1723
Leisure Capital Management
California
– – -2,904 Closed
BOM
1724
Bank of Marin
California
– – -2,838 Closed
CCFM
1725
Clear Creek Financial Management
Washington
– – -2,800 Closed
67 68
69
70 71