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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 %
MP
851
McDonald Partners
Ohio
$921K -$2.98K -35 -0.3%
APWA
852
Atlas Private Wealth Advisors
New Jersey
$920K -$5.78K -68 -0.6%
WT
853
Washington Trust
Rhode Island
$917K +$51K +600 +6%
BTWM
854
Baker Tilly Wealth Management
Wisconsin
$917K -$10.8K -127 -1%
VCA
855
Verdence Capital Advisors
Maryland
$916K +$215K +2,529 +31%
PCA
856
Pallas Capital Advisors
Massachusetts
$912K -$57.9K -602 -6%
CCA
857
Childress Capital Advisors
Texas
$909K -$29.7K -349 -3%
DT
858
Diversified Trust
Tennessee
$904K +$56.4K +664 +7%
VCWA
859
Vanguard Capital Wealth Advisors
Colorado
$904K -$16.2K -190 -2%
IA
860
IFP Advisors
Florida
$890K +$13.5K +252 +2%
VWM
861
Venturi Wealth Management
Texas
$883K -$5.02K -59 -0.6%
ADIM
862
Alpha DNA Investment Management
Maryland
$875K +$215K +2,524 +32%
PCP
863
Proficio Capital Partners
Massachusetts
$871K +$127K +1,495 +17%
RZH
864
Relyea Zuckerberg Hanson
Connecticut
$870K -$1.11K -13 -0.1%
RPCONE
865
Retirement Planning Company of New England
Rhode Island
$862K +$1.11K +13 +0.1%
TCM
866
Twin Capital Management
Pennsylvania
$857K +$95.1K +1,119 +12%
CWM
867
Calamos Wealth Management
Illinois
$853K -$6.55K -77 -0.8%
VFA
868
Voya Financial Advisors
Connecticut
$853K -$3.67K -43 -0.4%
GA
869
Greenhaven Associates
New York
$850K – – –
OIA
870
OneDigital Investment Advisors
Kansas
$850K +$8.42K +99 +1%
ZCA
871
Zeke Capital Advisors
Pennsylvania
$850K – – –
PCM
872
Parsons Capital Management
Rhode Island
$848K +$55.3K +650 +7%
MMPW
873
Mitchell McLeod Pugh & Williams
Alabama
$846K +$12.2K +143 +1%
WPC
874
Wedmont Private Capital
Pennsylvania
$845K +$149K +1,703 +21%
FHA
875
First Horizon Advisors
Tennessee
$845K -$99.5K -1,170 -11%
33 34
35
36 37