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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 %
AWM
1501
Atticus Wealth Management
Florida
$72.7K -$935 -11 -1%
CDIA
1502
Capital Directions Investment Advisors
Georgia
$71.8K +$71.8K +845 New
CBT
1503
CoreFirst Bank & Trust
Kansas
$69K – – –
PCC
1504
Park Circle Company
Maryland
$68K – – –
OWA
1505
One Wealth Advisors
California
$67.5K +$67.5K +795 New
SA
1506
SRH Advisors
Kansas
$66K +$507 +6 +0.8%
EAM
1507
Eukles Asset Management
Ohio
$65K -$3.38K -40 -5%
CWA
1508
Clearview Wealth Advisors
Oregon
$64.2K +$170 +2 +0.3%
TWA
1509
TCI Wealth Advisors
Arizona
$63.6K -$9.86K -116 -13%
SVCP
1510
Silicon Valley Capital Partners
California
$63K +$63K +741 New
HS
1511
Horan Securities
United States
$62.8K +$20.2K +238 +48%
CHA
1512
Carmichael Hill & Associates
Maryland
$62.5K +$340 +4 +0.5%
TLCM
1513
Twin Lakes Capital Management
California
$61.2K – – –
TFGT
1514
TS Financial Group (TSFG)
Illinois
$61K +$84 +1 +0.1%
BIA
1515
Bell Investment Advisors
California
$59.7K +$1.79K +21 +3%
HWA
1516
HHM Wealth Advisors
Tennessee
$57.8K – – –
CFD
1517
Creative Financial Designs
Indiana
$57.7K +$255 +3 +0.4%
SWA
1518
SOA Wealth Advisors
New York
$57.3K +$170 +2 +0.3%
FFC
1519
First Financial Corp
Indiana
$57.2K – – –
AWM
1520
AllSquare Wealth Management
New York
$57K – – –
HIM
1521
Hillsdale Investment Management
Ontario, Canada
$54.4K – – –
TFS
1522
TrustCore Financial Services
Tennessee
$53.6K +$4.76K +56 +10%
PWS
1523
Paragon Wealth Strategies
Florida
$53.5K – – –
LFASL
1524
Lugano Financial Advisors SA (LFA)
Switzerland
$53.1K – – –
VCM
1525
Vigilant Capital Management
Maine
$52K – – –
59 60
61
62 63