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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.

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 %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$32.1B 377,085,167 – –
State Street
2
State Street
Massachusetts
$10.3B 120,747,195 -594,058 -0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.58B 112,674,113 -989,050 -0.9%
BlackRock
4
BlackRock
New York
$7.59B 89,307,933 -1,062,076 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.91B 45,993,894 -3,215,552 -7%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$3.87B 45,548,794 +1,826,342 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.16B 25,409,056 -261,147 -1%
Capital World Investors
8
Capital World Investors
California
$2.12B 24,977,981 +8,776,196 +54%
Capital International Investors
9
Capital International Investors
California
$2.1B 24,652,287 +720,909 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.97B 23,258,148 +97,672 +0.4%
Bank of America
11
Bank of America
North Carolina
$1.85B 21,767,134 -1,435,535 -6%
Capital Research Global Investors
12
Capital Research Global Investors
California
$1.82B 21,397,151 -7,059,720 -25%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$1.78B 20,942,609 -397,750 -2%
Fisher Asset Management
14
Fisher Asset Management
Washington
$1.61B 18,973,269 +556,833 +3%
Ameriprise
15
Ameriprise
Minnesota
$1.28B 15,087,759 -177,783 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.2B 14,150,351 +915,134 +7%
Northern Trust
17
Northern Trust
Illinois
$1.14B 13,414,365 -99,477 -0.7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.03B 12,145,360 +6,924,757 +133%
Norges Bank
19
Norges Bank
Norway
$957M 11,251,067 +149,943 +1%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$913M 10,737,304 +379,286 +4%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$865M 10,171,729 -1,147,424 -10%
Franklin Resources
22
Franklin Resources
California
$821M 9,653,549 +7,099 +0.1%
Goldman Sachs
23
Goldman Sachs
New York
$821M 9,652,790 -443,379 -4%
Invesco
24
Invesco
Georgia
$798M 9,389,473 -346,617 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$741M 8,711,027 -639,288 -7%
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