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 %
AWM
1126
Arista Wealth Management
Nevada
$409K +$409K +4,815 New
MFWP
1127
Mosaic Family Wealth Partners
Missouri
$408K +$408K +4,800 New
MSFS
1128
Main Street Financial Solutions
Pennsylvania
$408K +$56.7K +665 +16%
OFW
1129
Omnia Family Wealth
Florida
$408K – – –
SVWAG
1130
Sound View Wealth Advisors Group
Georgia
$408K +$408K +4,370 New
LNB
1131
Ledyard National Bank
$407K – – –
PBO
1132
Peoples Bank (Ohio)
Ohio
$405K -$4.68K -55 -1%
RC
1133
Roundview Capital
New Jersey
$405K – – –
MRCM
1134
M&R Capital Management
New Jersey
$403K -$102K -1,199 -20%
M
1135
Mirova
France
$403K -$15.7K -185 -4%
LI
1136
LVZ Inc
Michigan
$402K – – –
TC
1137
Trilogy Capital
California
$402K – – –
PI
1138
PineBridge Investments
New York
$401K -$154K -1,808 -28%
WFI
1139
West Family Investments
California
$398K -$6.55K -77 -2%
HA
1140
Herold Advisors
New York
$395K +$59.7K +702 +18%
CWM
1141
Curi Wealth Management
North Carolina
$393K -$211K -2,487 -35%
BWG
1142
Beta Wealth Group
California
$391K +$25.5K +300 +7%
FDS
1143
First Dallas Securities
Texas
$391K +$391K +4,600 New
ANBT
1144
American National Bank & Trust
Texas
$390K +$1.7K +20 +0.4%
SFB
1145
STAR Financial Bank
Indiana
$388K +$388K +4,564 New
HIC
1146
Hartline Investment Corp
Illinois
$386K +$386K +4,544 New
DIP
1147
DT Investment Partners
Pennsylvania
$386K -$21.7K -255 -5%
HI
1148
Hudock Inc
Pennsylvania
$385K -$38.7K -455 -9%
PCM
1149
Perritt Capital Management
Illinois
$385K -$2.81K -33 -0.7%
KWMG
1150
King Wealth Management Group
Florida
$385K +$20.1K +236 +5%
44 45
46
47 48