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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 %
ST
751
Somerset Trust
Pennsylvania
$1.31M +$16.6K +195 +1%
ECM
752
ExodusPoint Capital Management
New York
$1.31M +$1.31M +15,375 New
CPO
753
Cerity Partners OCIO
New York
$1.3M -$61.8K -727 -5%
LRWA
754
Long Run Wealth Advisors
New York
$1.3M +$24.2K +285 +2%
SWM
755
SeaCrest Wealth Management
New York
$1.3M +$82.5K +970 +7%
GWSG
756
GPS Wealth Strategies Group
Colorado
$1.29M +$31.9K +375 +3%
IA
757
IFG Advisory
Georgia
$1.29M -$80.2K -943 -6%
WCM
758
Washburn Capital Management
Florida
$1.28M +$42.2K +496 +3%
PCH
759
PGIM Custom Harvest
New Jersey
$1.28M +$1.28M +15,086 New
DM
760
Delphi Management
Massachusetts
$1.28M +$1.28M +15,079 New
SIA
761
Schear Investment Advisers
Ohio
$1.28M +$1.28M +15,048 New
PI
762
Parkside Investments
Illinois
$1.28M – – –
ZCM
763
Zenyatta Capital Management
Delaware
$1.28M +$1.28M +15,000 New
DI
764
Diligent Investors
California
$1.26M -$33.8K -398 -3%
SC
765
SouthState Corp
Florida
$1.26M +$31.8K +374 +3%
AFS
766
Aft Forsyth & Sober
Florida
$1.25M – – –
APWM
767
Atlas Private Wealth Management
New York
$1.24M +$121K +1,427 +11%
SFG
768
SevenBridge Financial Group
Pennsylvania
$1.24M – – –
KF
769
Krilogy Financial
Missouri
$1.24M +$1.24M +14,548 New
FMAEN1
770
Fund Management at Engine No 1
California
$1.23M +$139K +1,638 +13%
DPIM
771
Duff & Phelps Investment Management
Illinois
$1.23M – – –
WS
772
Wedbush Securities
California
$1.23M +$320K +3,759 +35%
ZIG
773
Zullo Investment Group
Pennsylvania
$1.22M -$1.79K -21 -0.1%
RSA
774
River Street Advisors
Illinois
$1.22M +$1.22M +14,340 New
IIC
775
Ironwood Investment Counsel
Arizona
$1.22M +$14.9K +175 +1%
29 30
31
32 33