MS icon

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 %
TCWA
1451
Ten Capital Wealth Advisors
Washington
$125K +$40.3K +474 +47%
PSB
1452
Piscataqua Savings Bank
New Hampshire
$124K – – –
RBC
1453
Roble Belko & Company
Pennsylvania
$124K – – –
CWM
1454
Cranbrook Wealth Management
Michigan
$121K +$85 +1 +0.1%
LTI
1455
Laffer Tengler Investments
Tennessee
$121K – – –
IGWM
1456
ICA Group Wealth Management
Colorado
$119K -$445K -5,238 -79%
WTA
1457
Washington Trust Advisors
Massachusetts
$119K -$47.8K -562 -29%
GG
1458
Gleason Group
Kentucky
$117K +$1.02K +12 +0.9%
CAL
1459
Capital Advisors Ltd
Ohio
$117K +$43.4K +944 +59%
SCM
1460
Silvant Capital Management
Georgia
$115K – – –
Nomura Holdings
1461
Nomura Holdings
Japan
$111K -$162K -2,000 -59%
WTC
1462
WhitTier Trust Company
Nevada
$111K -$70.2K -826 -39%
WPA
1463
West Paces Advisors
Georgia
$111K +$17.6K +207 +19%
GM
1464
GeoWealth Management
Illinois
$110K +$4.15K +49 +4%
RFA
1465
Register Financial Advisors
Georgia
$110K +$110K +1,294 New
RBC
1466
Romano Brothers & Co
Illinois
$108K +$108K +1,272 New
UIA
1467
Ulland Investment Advisors
Minnesota
$108K – – –
GWS
1468
Glassman Wealth Services
Virginia
$107K – – –
HDIM
1469
Hanson & Doremus Investment Management
Vermont
$107K +$11.8K +139 +12%
AAG
1470
Armstrong Advisory Group
Massachusetts
$107K +$107K +1,255 New
JWA
1471
JFS Wealth Advisors
Pennsylvania
$106K +$65.5K +770 +162%
DAC
1472
Dividend Assets Capital
South Carolina
$105K -$2.9K -34 -3%
WR
1473
WD Rutherford
Oregon
$103K – – –
CWM
1474
Compass Wealth Management
Connecticut
$103K +$103K +1,212 New
FFA
1475
Farther Finance Advisors
California
$101K +$101K +1,184 New
57 58
59
60 61