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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 %
NSIM
1101
North Star Investment Management
Illinois
$443K +$4.59K +54 +1%
HC
1102
Hamilton Capital
Ohio
$439K +$117K +1,381 +36%
AWA
1103
Aaron Wealth Advisors
Illinois
$439K +$80.9K +952 +23%
AFP
1104
Ausdal Financial Partners
Iowa
$438K -$7.82K -92 -2%
CHAM
1105
Clear Harbor Asset Management
Connecticut
$437K – – –
GEA
1106
Glen Eagle Advisors
New Jersey
$436K -$27.3K -321 -6%
EWA
1107
Exencial Wealth Advisors
Oklahoma
$433K +$6.12K +72 +1%
SFS
1108
Strategic Financial Services
New York
$432K -$14.7K -173 -3%
LWAC
1109
Laurel Wealth Advisors (California)
California
$432K -$26K -306 -6%
VCM
1110
Vivaldi Capital Management
Illinois
$428K +$3.07K +35 +0.7%
CFO
1111
CVA Family Office
Colorado
$427K -$13.1K -154 -3%
IWM
1112
Integris Wealth Management
California
$427K +$427K +5,019 New
RSWM
1113
Robertson Stephens Wealth Management
California
$425K -$4.17K -49 -1%
RMDI
1114
R.M. Davis Inc
Maine
$424K +$76.2K +895 +22%
XSC
1115
X-Square Capital
Puerto Rico
$420K +$85 +1 +0%
CPC
1116
Cookson Peirce & Co
Pennsylvania
$419K -$112K -1,319 -21%
WA
1117
Wealth Alliance
New York
$417K -$340 -4 -0.1%
TWM
1118
Tanager Wealth Management
United Kingdom
$417K +$417K +4,903 New
RIL
1119
Rothschild Investment LLC
Illinois
$414K +$1.28K +15 +0.3%
TIA
1120
Tiemann Investment Advisors
California
$412K – – –
RCM
1121
Radnor Capital Management
Pennsylvania
$412K – – –
WGAM
1122
Wilkinson Global Asset Management
New York
$411K – – –
EWG
1123
Executive Wealth Group
Washington
$411K +$3.49K +41 +0.9%
MAM
1124
Meeder Asset Management
Ohio
$410K -$1.83M -21,562 -82%
WP
1125
WealthSource Partners
California
$410K +$66.7K +784 +19%
43 44
45
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