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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 %
MCM
876
Mork Capital Management
California
$844K +$844K +9,930 New
HCM
877
Hodges Capital Management
Texas
$843K +$843K +9,911 New
MA
878
Mutual Advisors
Nebraska
$843K +$97K +1,141 +13%
SAM
879
Silvercrest Asset Management
New York
$840K +$27K +317 +3%
BJL
880
Brighton Jones LLC
Washington
$832K -$128K -1,504 -13%
PTC
881
Private Trust Company
Ohio
$830K -$16.7K -196 -2%
ADL
882
Asset Dedication LLC
California
$830K +$40.8K +480 +5%
AWE
883
Avidian Wealth Enterprises
Texas
$830K +$319K +3,751 +62%
BCM
884
Brookstone Capital Management
Illinois
$830K -$8.06K -92 -1%
GAMC
885
Garner Asset Management Corp
Texas
$829K +$39.3K +462 +5%
QCM
886
Qsemble Capital Management
New York
$825K +$825K +9,700 New
CFCI
887
Comprehensive Financial Consultants Institutional
Indiana
$822K +$13.4K +148 +2%
Dimensional Fund Advisors
888
Dimensional Fund Advisors
Texas
$821K +$9.44K +111,008 +1%
PPW
889
Parcion Private Wealth
Washington
$819K +$8.5K +100 +1%
MFG
890
Magnus Financial Group
New York
$816K +$31.1K +366 +4%
AF
891
Advisornet Financial
Minnesota
$815K -$801K -9,420 -50%
PCM
892
Pennsylvania Capital Management
Pennsylvania
$814K -$67.6K -756 -8%
TCOV
893
Trust Company of Vermont
Vermont
$806K +$8.42K +99 +1%
ERIC
894
Eagle Rock Investment Company
Georgia
$805K -$89.4K -1,000 -10%
SRC
895
Sage Rhino Capital
California
$803K +$3.4K +40 +0.4%
SCI
896
Stableford Capital II
Arizona
$798K -$11.9K -136 -1%
WPW
897
Warther Private Wealth
Ohio
$795K -$13.1K -154 -2%
NG
898
NWK Group
California
$795K +$795K +9,348 New
SG
899
StoneX Group
New York
$792K +$792K +9,316 New
SWM
900
Spire Wealth Management
Virginia
$792K +$52.6K +619 +7%
34 35
36
37 38