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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 %
FCFC
1176
First Citizens Financial Corp
Iowa
$358K – – –
TCM
1177
Tributary Capital Management
Nebraska
$357K -$8.5K -100 -2%
DWM
1178
Destination Wealth Management
California
$356K +$8.33K +98 +2%
AA
1179
Addison Advisors
Vermont
$356K +$12K +141 +3%
FFG
1180
Frisch Financial Group
New York
$356K +$2.46K +29 +0.7%
PWPS
1181
Pinnacle Wealth Planning Services
Ohio
$356K +$8.5K +100 +2%
SFP
1182
Shepherd Financial Partners
Massachusetts
$355K +$6.46K +76 +2%
PFC
1183
Poplar Forest Capital
California
$354K +$354K +4,161 New
MWPCG
1184
Measured Wealth Private Client Group
New Hampshire
$352K -$6.04K -71 -2%
AWAP
1185
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$351K -$11.1K -130 -3%
GD
1186
Grandfield & Dodd
New York
$351K -$3.4K -40 -1%
MCC
1187
Money Concepts Capital
Florida
$351K +$283K +3,324 +414%
WH
1188
Willner & Heller
California
$351K +$17.7K +208 +5%
KTA
1189
Keeley-Teton Advisors
Illinois
$350K – – –
PIA
1190
Powell Investment Advisors
Florida
$349K +$2.98K +35 +0.9%
ACM
1191
Allred Capital Management
Texas
$347K +$1.53K +18 +0.4%
CWP
1192
CFM Wealth Partners
Texas
$347K +$347K +4,078 New
FNB
1193
Farmers National Bank
Kentucky
$346K +$1.7K +20 +0.5%
CCB
1194
Cutter & Co Brokerage
Missouri
$346K -$31.8K -374 -8%
APP
1195
Avantax Planning Partners
Iowa
$345K -$50.1K -589 -13%
CBFP
1196
Cedar Brook Financial Partners
Ohio
$344K +$83.2K +979 +32%
FFG
1197
Fortem Financial Group
California
$344K +$4.25K +50 +1%
CIC
1198
Carnegie Investment Counsel
Ohio
$343K +$56.2K +661 +20%
BCG
1199
Breakwater Capital Group
New Jersey
$343K +$343K +4,030 New
IAA
1200
Independent Advisor Alliance
North Carolina
$341K +$14.1K +1,636 +4%
46 47
48
49 50