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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 %
FFP
801
FourThought Financial Partners
Florida
$1.09M +$1.09M +12,771 New
S
802
Seeyond
France
$1.08M +$405K +4,758 +60%
AIA
803
Affinity Investment Advisors
California
$1.08M – – –
FNT
804
First National Trust
Pennsylvania
$1.07M -$13.9K -163 -1%
SACTSONJ
805
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.07M – – –
PWP
806
Principle Wealth Partners
Connecticut
$1.07M -$2.3K -27 -0.2%
BFS
807
Bard Financial Services
Connecticut
$1.06M – – –
BFIM
808
Beese Fulmer Investment Management
Ohio
$1.06M +$1.06M +12,445 New
AJ
809
Ashburton (Jersey)
Jersey
$1.06M -$205K -2,414 -16%
LSAG
810
Lake Street Advisors Group
New Hampshire
$1.05M -$81.4K -958 -7%
VCM
811
Viewpoint Capital Management
Washington
$1.04M -$4.25K -50 -0.4%
DLHL
812
Donald L. Hagan LLC
Florida
$1.04M +$41.6K +489 +4%
GAM
813
Gotham Asset Management
New York
$1.04M +$167K +1,965 +19%
AC
814
Abbrea Capital
California
$1.04M -$124K -1,459 -11%
SIC
815
Salem Investment Counselors
North Carolina
$1.03M -$28.4K -334 -3%
GG
816
Gofen & Glossberg
Illinois
$1.03M +$208K +2,440 +25%
QC
817
Quent Capital
New York
$1.03M +$47.9K +563 +5%
TFA
818
Transamerica Financial Advisors
Florida
$1.02M +$1.02M +12,017 New
BWM
819
Buckley Wealth Management
Nevada
$1.02M +$7.57K +89 +0.7%
WWA
820
WCG Wealth Advisors
Nevada
$1.02M +$75.2K +885 +8%
WAP
821
Wealthcare Advisory Partners
Pennsylvania
$1.02M +$40.3K +474 +4%
DAM
822
Delta Asset Management
Tennessee
$1.02M -$5.44K -64 -0.5%
PHS
823
Pekin Hardy Strauss
Illinois
$1.02M +$34K +400 +3%
FWP
824
FAS Wealth Partners
Kansas
$1.01M +$158K +1,863 +19%
BAM
825
Berkshire Asset Management
Pennsylvania
$1.01M +$6.21K +73 +0.6%
31 32
33
34 35