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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 %
ZIMP
1401
Zimmermann Investment Management & Planning
Pennsylvania
$208K -$22.9K -269 -10%
IWA
1402
IVC Wealth Advisors
Pennsylvania
$207K +$207K +2,436 New
WTB
1403
Washington Trust Bank
Washington
$207K +$207K +2,431 New
RW
1404
REDW Wealth
New Mexico
$207K +$207K +2,433 New
DMBA
1405
Deseret Mutual Benefit Administrators
Utah
$207K -$174K -2,044 -46%
BTW
1406
Boston Trust Walden
Massachusetts
$206K +$206K +2,423 New
SIA
1407
Soltis Investment Advisors
Utah
$206K +$206K +2,421 New
TA
1408
TrueWealth Advisors
Alabama
$205K +$205K +2,415 New
SWIM
1409
Smallwood Wealth Investment Management
New Jersey
$204K -$40.4K -475 -17%
CP
1410
Castleview Partners
Texas
$204K -$23.8K -280 -10%
FAIM
1411
Financial Advocates Investment Management
Washington
$203K +$203K +2,389 New
MW
1412
MBL Wealth
North Carolina
$203K -$32.3K -379 -14%
PWMG
1413
Prestige Wealth Management Group
New Jersey
$200K +$5.19K +61 +3%
HA
1414
HFG Advisors
Ohio
$200K +$200K +2,355 New
FNBOSM
1415
First National Bank of South Miami
Florida
$200K – – –
PPC
1416
Park Place Capital
Alabama
$200K +$200K +2,349 New
JFGIW
1417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$199K -$27.6K -325 -12%
OIA
1418
Optimum Investment Advisors
Illinois
$196K -$119K -1,400 -38%
SSB
1419
Sandy Spring Bank
Maryland
$195K +$22.3K +262 +13%
MTIC
1420
Missouri Trust & Investment Company
Missouri
$193K – – –
IAS
1421
IMA Advisory Services
Colorado
$189K -$170 -2 -0.1%
BAAM
1422
Baker Avenue Asset Management
California
$187K +$187K +2,203 New
ONST
1423
Old North State Trust
North Carolina
$183K – – –
M
1424
MOTCO
Texas
$182K -$16.6K -195 -8%
OA
1425
Operose Advisors
Wisconsin
$181K -$19.1K -225 -10%
55 56
57
58 59