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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 %
CCFM
1351
Clear Creek Financial Management
Washington
$238K +$238K +2,800 New
AWA
1352
Arkadios Wealth Advisors
Georgia
$238K +$238K +2,798 New
AFS
1353
Annapolis Financial Services
Maryland
$238K -$49.4K -581 -17%
NCM
1354
Novare Capital Management
North Carolina
$236K +$1.28K +15 +0.5%
RCM
1355
Raleigh Capital Management
North Carolina
$235K -$20K -235 -8%
WI
1356
WrapManager Inc
California
$235K -$595 -7 -0.3%
HI
1357
Harbour Investments
Wisconsin
$233K +$30.1K +354 +15%
BCM
1358
Bluefin Capital Management
New York
$233K +$233K +2,740 New
PS
1359
Planned Solutions
California
$232K – – –
DAM
1360
Doheny Asset Management
California
$232K – – –
BP
1361
Broadleaf Partners
Ohio
$231K – – –
FPWM
1362
FSB Premier Wealth Management
Iowa
$231K +$85 +1 +0%
RC
1363
Reik & Co
New York
$230K – – –
OC
1364
Oakworth Capital
Alabama
$230K -$765 -9 -0.3%
Fuller & Thaler Asset Management
1365
Fuller & Thaler Asset Management
California
$229K -$134K -1,575 -37%
WCWM
1366
Willow Creek Wealth Management
California
$229K +$229K +2,697 New
PWA
1367
Primoris Wealth Advisors
Florida
$229K +$229K +2,693 New
AA
1368
Argent Advisors
Louisiana
$228K – – –
WCM
1369
Wedge Capital Management
North Carolina
$227K -$20.7K -244 -8%
ABC
1370
Associated Banc-Corp
Wisconsin
$227K -$79K -929 -26%
FFN
1371
Focus Financial Network
Minnesota
$226K -$106K -1,246 -32%
JSW
1372
Journey Strategic Wealth
New Jersey
$226K -$14.9K -175 -6%
WSCM
1373
Wellington Shields Capital Management
New York
$224K +$2.55K +30 +1%
HWMG
1374
Hurlow Wealth Management Group
Indiana
$224K -$1.79K -21 -0.8%
BSB
1375
Bangor Savings Bank
Maine
$221K +$9.85K +116 +5%
53 54
55
56 57