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Morgan Stanley
MS

Overview Fund Activity

1,667 hedge funds and large institutions have $120B invested in Morgan Stanley in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 603 increasing their positions, 621 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,667
Holders Change
+94
Holders Change %
+5.98%
% of All Funds
26.9%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
214
Increased
603
Reduced
621
Closed
87
Calls
$3.02B
Puts
$3.22B
Net Calls
-$203M
Net Calls Change
+$461M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$746M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$589M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$155M
4
Amundi
Amundi
France
+$88.1M
5
Morgan Stanley
Morgan Stanley
New York
+$87.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$700M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$600M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$454M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$273M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
376
Kintegral Advisory
New York
$7.41M +$6.11M +71,841 +468%
BF
377
BOK Financial
Oklahoma
$7.41M -$3.58M -42,077 -33%
Los Angeles Capital Management
378
Los Angeles Capital Management
California
$7.29M +$809K +9,520 +12%
GI
379
Gradient Investments
Minnesota
$7.29M +$52.8K +621 +0.7%
PFS
380
Prospera Financial Services
Texas
$7.27M +$13.3K +157 +0.2%
LSERS
381
Louisiana State Employees Retirement System
Louisiana
$7.24M -$42.5K -500 -0.6%
WB
382
WesBanco Bank
West Virginia
$7.22M +$3.4M +40,033 +89%
MIG
383
McGuire Investment Group
Rhode Island
$7.13M +$22.1K +260 +0.3%
HC
384
Hourglass Capital
Texas
$7.11M +$170K +2,000 +2%
MMC
385
Mizuho Markets Cayman
Cayman Islands
$7.11M +$236K +2,774 +3%
CGPCS
386
Capital Group Private Client Services
California
$7.08M -$130K -1,524 -2%
WPIC
387
White Pine Investment Company
Michigan
$7.06M -$303K -3,562 -4%
PI
388
PFS Investments
Georgia
$7.03M -$34.3K -404 -0.5%
AWM
389
AE Wealth Management
Kansas
$7.03M +$1.16M +13,701 +20%
DA
390
DCM Advisors
New York
$6.89M +$3.26M +38,328 +90%
OHIS
391
Oak Harvest Investment Services
Texas
$6.88M -$417K -4,904 -6%
JWBC
392
J.W. Burns & Co
New York
$6.78M -$144K -1,699 -2%
NA
393
NewEdge Advisors
Louisiana
$6.7M +$364K +25,146 +6%
HAI
394
Hennessy Advisors Inc
California
$6.69M -$859K -10,100 -11%
CCM
395
Copeland Capital Management
Pennsylvania
$6.58M -$234K -2,758 -3%
KPWS
396
Kestra Private Wealth Services
Texas
$6.49M +$3.77M +44,329 +138%
HR
397
Howe & Rusling
New York
$6.49M +$1.25M +14,708 +24%
WIA
398
Westbourne Investment Advisors
Maryland
$6.49M +$4.85K +57 +0.1%
MLICM
399
Metropolitan Life Insurance Company (MetLife)
New York
$6.48M -$178K -2,089 -3%
Holocene Advisors
400
Holocene Advisors
New York
$6.46M +$6.46M +75,998 New
14 15
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