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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 %
DA
1726
Detalus Advisors
Missouri
– – -2,800 Closed
NCM
1727
Novare Capital Management
North Carolina
– – -2,775 Closed
RCM
1728
Raleigh Capital Management
North Carolina
– – -2,767 Closed
BCM
1729
Bluefin Capital Management
New York
– – -2,740 Closed
FPWM
1730
FSB Premier Wealth Management
Iowa
– – -2,714 Closed
JSW
1731
Journey Strategic Wealth
New Jersey
– – -2,662 Closed
FSA
1732
Fort Sheridan Advisors
Illinois
– – -2,512 Closed
CC
1733
Cipher Capital
New York
– – -2,476 Closed
WTB
1734
Washington Trust Bank
Washington
– – -2,431 Closed
TA
1735
TrueWealth Advisors
Alabama
– – -2,415 Closed
SWIM
1736
Smallwood Wealth Investment Management
New Jersey
– – -2,403 Closed
MW
1737
MBL Wealth
North Carolina
– – -2,383 Closed
IFA
1738
Interactive Financial Advisors
Illinois
– – -2,000 Closed
MAM
1739
Magellan Asset Management
Australia
– – -1,530 Closed
3IP
1740
3Chopt Investment Partners
Virginia
– – -1,500 Closed
RBC
1741
Romano Brothers & Co
Illinois
– – -1,272 Closed
WR
1742
WD Rutherford
Oregon
– – -1,215 Closed
BHWM
1743
Bay Harbor Wealth Management
Maryland
– – -887 Closed
OWA
1744
One Wealth Advisors
California
– – -795 Closed
SVCP
1745
Silicon Valley Capital Partners
California
– – -741 Closed
PWS
1746
Paragon Wealth Strategies
Florida
– – -629 Closed
CA
1747
Corrado Advisors
New Jersey
– – -600 Closed
FWA
1748
Freedom Wealth Alliance
Wisconsin
– – -500 Closed
MS
1749
Marshall & Sullivan
Washington
– – -500 Closed
CASC
1750
Coppell Advisory Solutions Corp
Texas
– – -400 Closed
68 69
70
71 72