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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 %
M1FG
776
Mach-1 Financial Group
Arkansas
$1.21M +$816K +9,594 +204%
NERM
777
New England Research & Management
Illinois
$1.21M +$366K +4,300 +43%
SM
778
Salzhauer Michael
$1.21M +$599K +7,040 +99%
WANY
779
Wealthspire Advisors (New York)
New York
$1.19M +$349K +4,101 +42%
SCI
780
S&CO Inc
Massachusetts
$1.18M – – –
Boston Partners
781
Boston Partners
Massachusetts
$1.18M +$27.4K +322 +2%
SWS
782
SYSTM Wealth Solutions
Illinois
$1.18M +$1.18M +13,868 New
SIA
783
Strategic Investment Advisors
Michigan
$1.17M +$24.5K +288 +2%
BAM
784
Belpointe Asset Management
Nevada
$1.16M -$543K -6,392 -32%
IRC
785
Investors Research Corp
Georgia
$1.16M +$21.3K +250 +2%
WW
786
Waterfront Wealth
Kansas
$1.16M -$62.8K -648 -5%
WT
787
Whittier Trust
California
$1.16M +$71.3K +839 +7%
HCM
788
Howland Capital Management
Massachusetts
$1.15M – – –
SFM
789
Systematic Financial Management
New Jersey
$1.15M – – –
EM
790
Excalibur Management
Massachusetts
$1.14M -$5.53K -65 -0.5%
VFA
791
Valeo Financial Advisors
Indiana
$1.13M +$363K +4,271 +48%
DWT
792
Dorsey & Whitney Trust
South Dakota
$1.12M +$45.9K +542 +4%
MC
793
Moors & Cabot
Massachusetts
$1.12M -$280K -3,299 -20%
SF
794
Summit Financial
New Jersey
$1.12M +$376K +4,425 +51%
CA
795
Cetera Advisors
Colorado
$1.12M +$392K +4,865 +54%
CFG
796
Citizens Financial Group
Rhode Island
$1.11M -$4.51K -53 -0.4%
SS
797
Simplicity Solutions
Minnesota
$1.11M +$98K +1,153 +10%
FB
798
Fulton Bank
Pennsylvania
$1.11M +$39K +459 +4%
CT
799
Columbia Trust
Oregon
$1.1M -$77.7K -914 -7%
TF
800
TLWM Financial
Texas
$1.09M +$452K +5,322 +71%
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