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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 %
PCOC
501
Power Corp of Canada
Canada
$3.72M – – –
Wolverine Trading
502
Wolverine Trading
Illinois
$3.67M -$4.13M -48,589 -53%
AWS
503
Atria Wealth Solutions
New York
$3.67M -$466K -5,478 -11%
KWA
504
KCS Wealth Advisory
California
$3.67M +$64.1K +754 +2%
PA
505
Parallel Advisors
California
$3.65M +$283K +3,324 +8%
MFA
506
Mayflower Financial Advisors
Massachusetts
$3.64M -$179K -2,101 -5%
AHC
507
Adell Harriman & Carpenter
Texas
$3.61M +$50.8K +598 +1%
OQS
508
Occudo Quantitative Strategies
Florida
$3.59M +$3.59M +42,235 New
HNB
509
Huntington National Bank
Ohio
$3.59M -$59.8K -703 -2%
CFP
510
Cypress Financial Planning
New Jersey
$3.57M +$343 +4 +0%
BCV
511
Banque Cantonale Vaudoise
Switzerland
$3.55M -$913K -10,740 -20%
RIM
512
Regent Investment Management
Kentucky
$3.54M -$63.3K -745 -2%
TAM
513
Tocqueville Asset Management
New York
$3.53M +$1.11K +13 +0%
LFAS
514
Level Four Advisory Services
Texas
$3.53M -$309K -3,630 -8%
BRWA
515
B. Riley Wealth Advisors
Florida
$3.53M +$183K +2,155 +5%
RAM
516
Roanoke Asset Management
New Jersey
$3.51M -$282K -3,315 -7%
NMIMC
517
Northwestern Mutual Investment Management Company
Wisconsin
$3.51M -$716K -8,420 -17%
LGF
518
LGT Group Foundation
Liechtenstein
$3.51M -$162K -1,906 -4%
SF
519
Synovus Financial
Georgia
$3.5M +$626K +7,362 +22%
BPA
520
Beacon Pointe Advisors
California
$3.48M +$200K +2,355 +6%
V
521
Veritable
Delaware
$3.48M -$387K -4,554 -10%
LNC
522
Lincoln National Corp
Pennsylvania
$3.42M +$369K +4,377 +12%
Loomis, Sayles & Company
523
Loomis, Sayles & Company
Massachusetts
$3.41M -$560K -6,591 -14%
JWM
524
Jackson Wealth Management
Florida
$3.41M -$1.56M -18,302 -31%
AAS
525
Avantax Advisory Services
Texas
$3.36M +$78.8K +927 +2%
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