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.

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
1
Capital World Investors
California
$2.12B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.03B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.87B
4
Amundi
4
Amundi
France
$473M
5
Morgan Stanley
5
Morgan Stanley
New York
$485M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$695M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.82B
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$618M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.91B
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$712M
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1701
Precision Wealth Strategies
Missouri
– – -10,175 Closed
CM
1702
Caption Management
Oklahoma
– – -10,000 Closed
CCM
1703
CTC Capital Management
Illinois
– – -9,500 Closed
SA
1704
SRN Advisors
Pennsylvania
– – -9,239 Closed
BAM
1705
Blueshift Asset Management
New Jersey
– – -7,914 Closed
AFA
1706
Abacus FCF Advisors
Florida
– – -7,724 Closed
CCFCSB
1707
Cape Cod Five Cents Savings Bank
Massachusetts
– – -5,625 Closed
XS
1708
XR Securities
Illinois
– – -5,137 Closed
OPPTF
1709
OPSEU Pension Plan Trust Fund
Ontario, Canada
– – -5,039 Closed
CM
1710
Churchill Management
California
– – -5,000 Closed
IP
1711
Investment Partners
Ohio
– – -4,342 Closed
SW
1712
SteelPeak Wealth
California
– – -4,021 Closed
LAS
1713
LWM Advisory Services
Florida
– – -3,863 Closed
BIA
1714
Benchmark Investment Advisors
Illinois
– – -3,798 Closed
HPWM
1715
Highland Private Wealth Management
Washington
– – -3,738 Closed
LP
1716
LMR Partners
United Kingdom
– – -3,602 Closed
DA
1717
DSC Advisors
Illinois
– – -3,427 Closed
SA
1718
Shilanski & Associates
Alaska
– – -3,181 Closed
KWM
1719
Keebeck Wealth Management
Illinois
– – -3,102 Closed
FHA
1720
Flagship Harbor Advisors
Massachusetts
– – -3,017 Closed
ACM
1721
Avalon Capital Management
California
– – -3,000 Closed
AWA
1722
Alta Wealth Advisors
Massachusetts
– – -2,988 Closed
NB
1723
Northwest Bancshares
Pennsylvania
– – -2,859 Closed
LSA
1724
Lion Street Advisors
Texas
– – -2,776 Closed
SB
1725
Sunflower Bank
Texas
– – -2,697 Closed
67 68
69
70 71