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Morgan Stanley
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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 %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$33.1B 377,085,167 – –
State Street
2
State Street
Massachusetts
$10.2B 115,834,827 -4,912,368 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.86B 112,337,017 -337,096 -0.3%
BlackRock
4
BlackRock
New York
$7.65B 87,074,091 -2,233,842 -3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.24B 48,285,333 +2,736,539 +6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.12B 46,907,341 +913,447 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.37B 27,013,824 +1,604,768 +6%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.3B 26,164,367 +4,767,216 +22%
Capital World Investors
9
Capital World Investors
California
$2.09B 23,842,961 -1,135,020 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.03B 23,203,306 -54,842 -0.2%
Capital International Investors
11
Capital International Investors
California
$2.03B 23,121,884 -1,530,403 -6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$2.02B 23,059,090 +12,321,786 +115%
Bank of America
13
Bank of America
North Carolina
$1.97B 22,494,179 +727,045 +3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$1.81B 20,597,965 -344,644 -2%
Fisher Asset Management
15
Fisher Asset Management
Washington
$1.7B 19,323,644 +350,375 +2%
Ameriprise
16
Ameriprise
Minnesota
$1.44B 16,350,097 +1,262,338 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.31B 14,959,515 +2,814,155 +23%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.28B 14,632,016 +481,665 +3%
Northern Trust
19
Northern Trust
Illinois
$1.18B 13,392,927 -21,438 -0.2%
Franklin Resources
20
Franklin Resources
California
$1.02B 11,604,072 +1,950,523 +20%
Norges Bank
21
Norges Bank
Norway
$917M 10,445,886 -805,181 -7%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$873M 9,947,476 +290,784 +3%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$861M 9,804,969 -366,760 -4%
Goldman Sachs
24
Goldman Sachs
New York
$841M 9,581,216 -71,574 -0.7%
Legal & General Group
25
Legal & General Group
United Kingdom
$763M 8,687,826 -23,201 -0.3%
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