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 %
CAM
651
Cresset Asset Management
Illinois
$1.85M +$182K +2,730 +11%
ICG
652
InterOcean Capital Group
Tennessee
$1.85M -$486K -5,715 -21%
BONH
653
Bank of New Hampshire
New Hampshire
$1.84M -$56.8K -668 -3%
IIA
654
IPG Investment Advisors
California
$1.84M -$1.58M -18,600 -46%
HI
655
Horizon Investments
North Carolina
$1.84M +$687K +8,146 +60%
CIA
656
Capital Investment Advisors
Georgia
$1.83M -$84.2K -990 -4%
PAS
657
Park Avenue Securities
New York
$1.82M -$507K -5,967 -22%
WHG
658
Westwood Holdings Group
Texas
$1.82M +$139K +1,637 +8%
CC
659
Courier Capital
New York
$1.82M -$6.38K -75 -0.3%
SFS
660
Sowell Financial Services
Arkansas
$1.82M +$585K +6,879 +47%
PWM
661
Perigon Wealth Management
California
$1.81M +$803K +9,443 +80%
TI
662
Tidal Investments
Wisconsin
$1.81M +$67.9K +799 +4%
BFG
663
Bleakley Financial Group
New Jersey
$1.8M +$1.8M +21,174 New
TMAM
664
Tokio Marine Asset Management
Japan
$1.8M +$140K +1,651 +8%
AWM
665
Ameliora Wealth Management
Switzerland
$1.8M – – –
PSC
666
Portman Square Capital
United Kingdom
$1.79M +$1.79M +21,082 New
OIM
667
Opus Investment Management
Massachusetts
$1.79M – – –
ATPW
668
Ashton Thomas Private Wealth
Arizona
$1.76M -$7.82K -92 -0.4%
CB
669
Community Bank
New York
$1.75M +$346K +4,075 +25%
FTDI
670
First Trust Direct Indexing
Massachusetts
$1.75M +$184K +2,170 +12%
TSS
671
Two Sigma Securities
New York
$1.74M +$179K +2,111 +11%
Kovitz Investment Group Partners
672
Kovitz Investment Group Partners
Illinois
$1.74M -$10.4K -122 -0.6%
YWP
673
YorkBridge Wealth Partners
New York
$1.72M – – –
PA
674
Paralel Advisors
Colorado
$1.72M +$1.72M +20,224 New
SWP
675
Stratos Wealth Partners
Ohio
$1.7M -$93.8K -1,103 -5%
25 26
27
28 29