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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 %
NLP
601
Next Level Private
New York
$2.3M – – –
HFG
602
Heron Financial Group
New York
$2.29M -$3.61K -42 -0.2%
CGIM
603
Capital Group Investment Management
Singapore
$2.29M +$2.29M +26,951 New
DCM
604
Dimension Capital Management
Florida
$2.29M – – –
GDP
605
Great Diamond Partners
Maine
$2.28M -$4.85K -57 -0.2%
LAM
606
L2 Asset Management
Massachusetts
$2.25M +$18.8K +221 +0.8%
CANC
607
Culbertson A N & Co
Virginia
$2.23M +$3.4K +40 +0.2%
HT
608
HAP Trading
New York
$2.19M -$928K -10,915 -30%
BW
609
Bison Wealth
Georgia
$2.18M -$700K -7,292 -24%
FDS
610
Freedom Day Solutions
Texas
$2.17M -$78.6K -924 -3%
HWAM
611
Hennion & Walsh Asset Management
New Jersey
$2.16M +$601K +7,072 +39%
VIA
612
Vident Investment Advisory
Georgia
$2.15M +$764K +8,983 +55%
FM
613
Foster & Motley
Ohio
$2.13M -$520K -6,118 -20%
TYCC
614
Texas Yale Capital Corp
Florida
$2.12M +$1.28K +15 +0.1%
MAS
615
Meeder Advisory Services
Ohio
$2.11M +$2.11M +24,798 New
GWM
616
Greenwich Wealth Management
Connecticut
$2.11M -$17.4K -205 -0.8%
ASN
617
Advisory Services Network
Georgia
$2.08M +$57.9K +681 +3%
KFP
618
KMG Fiduciary Partners
Ohio
$2.08M +$38.9K +458 +2%
BP
619
Ballentine Partners
Massachusetts
$2.06M +$788K +9,264 +62%
HWA
620
HCR Wealth Advisors
California
$2.06M -$84.3K -992 -4%
GAM
621
Griffin Asset Management
New York
$2.05M +$83.7K +984 +4%
RFC
622
Regions Financial Corp
Alabama
$2.03M +$125K +1,467 +7%
Koshinski Asset Management
623
Koshinski Asset Management
Illinois
$2.03M -$30.9K -364 -2%
AIM
624
Aigen Investment Management
New York
$2M +$956K +11,241 +91%
ACP
625
Arcus Capital Partners
Georgia
$2M – – –
23 24
25
26 27