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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 %
CSB
1226
City State Bank
Iowa
$321K – – –
OMC
1227
Overbrook Management Corp
New York
$320K – – –
AF
1228
Alerus Financial
North Dakota
$319K -$53.6K -630 -14%
TBA
1229
Tower Bridge Advisors
Pennsylvania
$318K -$128K -1,500 -29%
MCCA
1230
Mill Creek Capital Advisors
Pennsylvania
$317K +$317K +3,728 New
TWM
1231
Tradition Wealth Management
Minnesota
$316K -$2.04K -24 -0.6%
CA
1232
Continuum Advisory
Idaho
$315K +$8.42K +99 +3%
HCP
1233
Hexagon Capital Partners
Arkansas
$315K -$6.29K -74 -2%
Jones Financial Companies
1234
Jones Financial Companies
Missouri
$314K +$77.8K +915 +33%
HI
1235
Humankind Investments
New York
$314K +$3.66K +43 +1%
FFBTD
1236
First Financial Bank - Trust Division
Ohio
$313K -$33K -388 -10%
JF
1237
Joule Financial
Kentucky
$312K -$10K -118 -3%
MTWM
1238
Masso Torrence Wealth Management
New Jersey
$312K +$312K +3,667 New
IWA
1239
Icon Wealth Advisors
Texas
$312K +$114K +1,336 +57%
MFG
1240
MidWestOne Financial Group
Iowa
$312K – – –
SSWM
1241
Strait & Sound Wealth Management
California
$310K +$310K +3,198 New
CM
1242
Capula Management
Cayman Islands
$309K -$13.9M -164,072 -98%
CCP
1243
Carmel Capital Partners
California
$308K – – –
IFU
1244
iSAM Funds (UK)
United Kingdom
$306K +$306K +3,600 New
AA
1245
Alta Advisers
United Kingdom
$306K – – –
RIA
1246
Richwood Investment Advisors
Ohio
$305K -$2.38K -28 -0.8%
RCA
1247
Resonant Capital Advisors
Wisconsin
$305K +$305K +3,588 New
DSC
1248
Duncker Streett & Co
Missouri
$304K +$17K +200 +6%
QFA
1249
Quantum Financial Advisors
California
$304K +$1.7K +20 +0.6%
SW
1250
SlateStone Wealth
Florida
$302K +$11.1K +130 +4%
48 49
50
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