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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 %
JF
1151
Jump Financial
Illinois
$383K +$383K +4,503 New
AC
1152
ASB Consultores
Florida
$382K +$382K +4,496 New
VWA
1153
V Wealth Advisors
Kansas
$382K -$32.6K -383 -8%
CW
1154
CreativeOne Wealth
Kansas
$379K -$85 -1 -0%
BWM
1155
Baron Wealth Management
Michigan
$379K +$379K +4,456 New
SBL
1156
Sargent Bickham Lagudis
Colorado
$378K +$141K +1,664 +60%
SCM
1157
SKBA Capital Management
California
$378K – – –
AFT
1158
Alpha Family Trust
California
$375K +$155K +1,820 +70%
FCH
1159
Freestone Capital Holdings
Washington
$374K +$5.36K +63 +1%
STA
1160
Summit Trail Advisors
New York
$374K -$107K -1,261 -22%
AWS
1161
AJ Wealth Strategies
New York
$374K – – –
EP
1162
Eudaimonia Partners
Tennessee
$374K +$255 +3 +0.1%
LC
1163
Lindbrook Capital
California
$373K -$33.2K -391 -8%
MW
1164
Marcum Wealth
Ohio
$373K -$17.6K -207 -5%
GRP
1165
Global Retirement Partners
California
$373K +$55.3K +651 +17%
PB
1166
Pinnacle Bancorp
Nebraska
$372K +$14.6K +172 +4%
VF
1167
Vest Financial
Virginia
$371K +$371K +4,368 New
IIC
1168
Integrated Investment Consultants
Michigan
$370K +$21.7K +255 +6%
EHWM
1169
Eads & Heald Wealth Management
Georgia
$367K +$10.2K +120 +3%
EB
1170
Eastern Bank
Massachusetts
$367K – – –
OCBCO
1171
Oversea-Chinese Banking Corp (OCBC)
Singapore
$366K +$366K +4,306 New
GM
1172
Granger Management
New York
$365K -$6.29K -74 -2%
BBWA
1173
Bell & Brown Wealth Advisors
California
$362K +$2.04K +24 +0.6%
TAIM
1174
TD Ameritrade Investment Management
Nebraska
$360K -$151K -1,778 -30%
WA
1175
Waddell & Associates
Tennessee
$360K +$360K +4,234 New
45 46
47
48 49