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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 %
BB
951
Busey Bank
Illinois
$669K +$111K +1,302 +20%
MIC
952
Meridian Investment Counsel
California
$668K – – –
JWWM
953
Johnson & White Wealth Management
Pennsylvania
$666K +$666K +3,709 New
BB
954
Berkshire Bank
Massachusetts
$666K +$14.8K +174 +2%
CIM
955
CIM Investment Management
Pennsylvania
$666K -$17.8K -209 -3%
HH
956
Hilltop Holdings
Texas
$663K +$9.86K +116 +2%
GVAG
957
Great Valley Advisor Group
Delaware
$662K +$17.3K +203 +3%
BHBT
958
Burke & Herbert Bank & Trust
Virginia
$661K – – –
LG
959
Leuthold Group
Minnesota
$660K -$4.97M -58,450 -88%
MTCM
960
Mint Tower Capital Management
Netherlands
$655K +$655K +7,700 New
CAG
961
Csenge Advisory Group
Florida
$652K -$32.7K -385 -5%
MWM
962
Maltin Wealth Management
New Jersey
$652K -$13.1K -154 -2%
RFM
963
Royal Fund Management
Florida
$650K +$45.3K +533 +7%
TPCW
964
TD Private Client Wealth
New York
$649K -$32.4K -381 -5%
CH
965
Canton Hathaway
Rhode Island
$648K – – –
WOC
966
West Oak Capital
California
$647K +$20.8K +245 +3%
PEA
967
Park Edge Advisors
Ohio
$645K +$645K +7,588 New
HT
968
HighTower Trust
Texas
$643K +$192K +2,274 +43%
SWM
969
Sendero Wealth Management
Texas
$642K -$87.2K -1,026 -12%
AOI
970
Auto-Owners Insurance
Michigan
$638K +$638K +7,500 New
SRC
971
Shufro Rose & Co
New York
$637K -$1.45K -17 -0.2%
BOH
972
Bank of Hawaii
Hawaii
$632K -$11.5K -135 -2%
FWIA
973
Fort Washington Investment Advisors
Ohio
$629K -$128K -1,510 -17%
RIG
974
Renaissance Investment Group
Massachusetts
$624K -$46.8K -550 -7%
SB
975
Strategic Blueprint
Georgia
$622K -$52.7K -620 -8%
37 38
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