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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 %
TWM
1001
TriaGen Wealth Management
California
$584K – – –
KFS
1002
Kurt F. Somerville
$582K – – –
ECM
1003
Evergreen Capital Management
Washington
$574K +$1.79K +21 +0.3%
NAS
1004
Nicolet Advisory Services
Wisconsin
$573K +$287K +3,212 +101%
PWLP
1005
Prio Wealth Limited Partnership
Massachusetts
$572K -$50.8K -597 -8%
SIM
1006
Sentry Investment Management
Wisconsin
$572K -$244K -2,864 -30%
EWM
1007
Empirical Wealth Management
Washington
$572K +$16.3K +192 +3%
IAS
1008
Insigneo Advisory Services
Florida
$571K +$571K +6,715 New
IWA
1009
IBEX Wealth Advisors
New Jersey
$570K +$570K +6,707 New
LWM
1010
Laidlaw Wealth Management
New York
$569K +$340 +4 +0.1%
LSPW
1011
Lake Street Private Wealth
Illinois
$566K -$157K -1,841 -22%
SAM
1012
Strategy Asset Managers
California
$566K -$2.89K -34 -0.5%
HA
1013
Harbor Advisors
Florida
$562K – – –
GL
1014
Graypoint LLC
New York
$561K +$44.9K +528 +9%
AIA
1015
Arbor Investment Advisors
North Carolina
$558K +$93.3K +1,098 +20%
SS
1016
Sunbelt Securities
Texas
$558K +$42.5K +500 +8%
CBOR
1017
Community Bank of Raymore
Missouri
$556K – – –
FMP
1018
Financial Management Professionals
Texas
$552K +$95.4K +1,122 +21%
CFG
1019
Cooper Financial Group
California
$552K +$41.7K +491 +8%
LDB
1020
Lee, Danner & Bass
Tennessee
$551K – – –
BSW
1021
Buckingham Strategic Wealth
Missouri
$551K +$155K +1,818 +39%
FNA
1022
First National Advisers
Nebraska
$547K +$56.7K +667 +12%
AWM
1023
Avior Wealth Management
Nebraska
$547K +$170 +2 +0%
VWA
1024
Visionary Wealth Advisors
Illinois
$543K -$36.1K -425 -6%
MWM
1025
Mission Wealth Management
California
$543K +$155K +1,827 +40%
39 40
41
42 43