MS icon

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 %
JFG
476
Jefferies Financial Group
New York
$4.24M +$4.24M +49,925 New
FHB
477
First Hawaiian Bank
Hawaii
$4.24M +$244K +2,874 +6%
FA
478
FDx Advisors
Illinois
$4.21M -$99.6K -1,171 -2%
TCA
479
Trifecta Capital Advisors
Illinois
$4.2M +$4.2M +49,410 New
JWM
480
Jupiter Wealth Management
Colorado
$4.15M +$104K +1,229 +3%
WI
481
Wintrust Investments
Illinois
$4.14M +$101K +1,181 +2%
PWP
482
Private Wealth Partners
California
$4.14M +$1.69M +19,925 +69%
MIA
483
MainStreet Investment Advisors
Illinois
$4.12M -$230K -2,711 -5%
KRSITF
484
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.08M – – –
HCMT
485
Highland Capital Management (Tennessee)
Tennessee
$4.05M -$19.6K -230 -0.5%
First Manhattan
486
First Manhattan
New York
$4.04M +$574K +6,757 +17%
CI
487
CX Institutional
Indiana
$4.03M +$583K +6,861 +17%
WIS
488
Wright Investors Service
Connecticut
$4.01M +$15.1K +178 +0.4%
CWG
489
Cornerstone Wealth Group
North Carolina
$3.99M +$3.99M +46,912 New
TC
490
TownSquare Capital
Utah
$3.95M +$266K +3,128 +7%
SW
491
SkyOak Wealth
Michigan
$3.92M -$93.7K -1,102 -2%
MPWT
492
MassMutual Private Wealth & Trust
Connecticut
$3.9M -$55.5K -653 -1%
SPC
493
Sigma Planning Corp
Michigan
$3.87M -$107K -1,262 -3%
LS
494
Livforsakringsbolaget Skandia
Sweden
$3.86M – – –
VNIM
495
Vaughan Nelson Investment Management
Texas
$3.86M – – –
VAS
496
Vestmark Advisory Solutions
Massachusetts
$3.85M +$25.3K +298 +0.7%
CS
497
Comerica Securities
Michigan
$3.82M +$8.5K +100 +0.2%
SQA
498
Simon Quick Advisors
New Jersey
$3.79M -$6.21K -73 -0.2%
JIC
499
Joel Isaacson & Co
New York
$3.78M +$18.1K +213 +0.5%
SPIA
500
Steward Partners Investment Advisory
New York
$3.72M +$310K +3,641 +9%
18 19
20
21 22