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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 %
BFG
1051
Berger Financial Group
Minnesota
$514K +$85 +1 +0%
RSS
1052
Rosenblum Silverman Sutton
California
$511K -$2.47K -29 -0.5%
ATC
1053
Adirondack Trust Company
New York
$510K +$2.47K +29 +0.5%
RLIM
1054
Red Lighthouse Investment Management
New York
$506K +$506K +5,950 New
HWA
1055
Heritage Wealth Advisors
Virginia
$505K -$29.1K -342 -5%
MHS
1056
M Holdings Securities
Oregon
$505K -$10.9K -128 -2%
NHC
1057
Nicholas Hoffman & Company
Georgia
$505K +$1.02K +12 +0.2%
FIB
1058
First Interstate Bank
Montana
$504K – – –
BFM
1059
Boston Financial Management
Massachusetts
$504K +$21.3K +250 +4%
FCB
1060
First County Bank
Connecticut
$501K +$501K +5,888 New
PCA
1061
Personal Capital Advisors
California
$499K -$31.5K -371 -6%
ST
1062
Smithfield Trust
Pennsylvania
$498K – – –
FFA
1063
First Foundation Advisors
California
$497K +$41.5K +488 +9%
LFA
1064
Legacy Financial Advisors
Kentucky
$497K +$100K +1,176 +25%
RWA
1065
Redhawk Wealth Advisors
Minnesota
$497K +$167K +1,970 +51%
CA
1066
Claro Advisors
Massachusetts
$497K +$29.6K +348 +6%
TWI
1067
Thomas White International
Illinois
$495K – – –
I2I
1068
Insight 2811 Inc
Illinois
$494K +$3.48K +41 +0.7%
WE
1069
Wealth Effects
Massachusetts
$493K -$638K -7,499 -56%
RCAG
1070
Rehmann Capital Advisory Group
Michigan
$491K -$34.8K -409 -7%
KA
1071
KLCM Advisors
Wisconsin
$489K +$93.5K +1,100 +24%
SMWM
1072
Silvia McColl Wealth Management
California
$487K +$487K +5,725 New
BCWM
1073
Bartlett & Co Wealth Management
Ohio
$486K -$1.19K -14 -0.2%
DWA
1074
Douglass Winthrop Advisors
New York
$486K -$67.6K -795 -12%
JCIA
1075
Jackson Creek Investment Advisors
Colorado
$486K -$2.72K -32 -0.6%
41 42
43
44 45