MS icon

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 %
CAAS
976
Capital Asset Advisory Services
Michigan
$619K +$289K +3,396 +87%
QP
977
Quilter Plc
United Kingdom
$616K -$11.9K -140 -2%
RR
978
Robotti Robert
$613K -$170K -2,000 -22%
PIM
979
Perpetual Investment Management
Australia
$612K – – –
GFP
980
Gryphon Financial Partners
Ohio
$612K -$133K -1,567 -18%
APC
981
Aspire Private Capital
North Carolina
$609K +$22.7K +267 +4%
HPC
982
HM Payson & Co
Maine
$608K +$9.78K +115 +2%
NFA
983
Northern Financial Advisors
Michigan
$607K +$607K +7,144 New
V
984
ViaWealth
Kansas
$607K +$607K +6,928 New
MFC
985
Mechanics Financial Corp
Ohio
$605K – – –
WWM
986
Western Wealth Management
Colorado
$605K -$925K -10,874 -60%
CDH
987
Charles D. Hyman
$602K – – –
KA
988
Kovack Advisors
Florida
$601K -$62.6K -736 -9%
CIAS
989
Capital Investment Advisory Services
North Carolina
$600K -$12.8K -150 -2%
LIG
990
Lokken Investment Group
Delaware
$599K -$3.23K -38 -0.5%
DAS
991
Dynamic Advisor Solutions
Arizona
$597K -$2.41M -28,364 -80%
DI
992
DFPG Investments
Utah
$597K +$597K +6,673 New
CIA
993
Caerus Investment Advisors
Texas
$596K -$261K -3,069 -30%
MMA
994
Miracle Mile Advisors
California
$595K +$32.1K +377 +6%
RA
995
RFG Advisory
Alabama
$595K +$31K +312 +6%
CWM
996
Circle Wealth Management
New Jersey
$593K -$176K -2,070 -23%
EWA
997
EP Wealth Advisors
California
$592K +$592K +6,964 New
HFM
998
Hartford Funds Management
Pennsylvania
$590K +$308K +3,619 +109%
IA
999
IFG Advisors
Missouri
$589K – – –
OIM
1000
Orca Investment Management
Oregon
$589K +$1.36K +16 +0.2%
38 39
40
41 42