MS icon

Morgan Stanley

1,660 hedge funds and large institutions have $124B invested in Morgan Stanley in 2023 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 645 increasing their positions, 646 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

0% less repeat investments, than reductions

Existing positions increased: 645 | Existing positions reduced: 646

0% less funds holding

Funds holding: 1,6681,660 (-8)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

Holders
1,660
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.96B
Puts
$2.83B
Net Calls
Net Calls Change

Top Buyers

1 +$1.08B
2 +$419M
3 +$247M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$240M
5
Franklin Resources
Franklin Resources
California
+$171M

Top Sellers

1 -$854M
2 -$431M
3 -$216M
4
CS
Credit Suisse
Switzerland
-$201M
5
BlackRock
BlackRock
New York
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$33.1B
2
$10.2B
3
$9.86B
4
$7.65B
5
$4.24B
6
$4.12B
7
$2.37B
8
$2.3B
9
$2.09B
10
$2.03B
11
$2.03B
12
$2.02B
13
$1.97B
14
$1.81B
15
$1.7B
16
$1.44B
17
$1.31B
18
$1.28B
19
$1.18B
20
$1.02B
21
$917M
22
$873M
23
$861M
24
$841M
25
$763M