MS icon

Morgan Stanley
MS

Overview Fund Activity

1,573 hedge funds and large institutions have $113B invested in Morgan Stanley in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 632 increasing their positions, 604 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
-21
Holders Change %
-1.32%
% of All Funds
27.2%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.5%
New
107
Increased
632
Reduced
604
Closed
106
Calls
$2.31B
Puts
$2.97B
Net Calls
-$664M
Net Calls Change
+$276M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$892M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$617M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$594M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$386M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$139M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$446M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$385M
3
BlackRock
BlackRock
New York
-$298M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$291M
5
Norges Bank
Norges Bank
Norway
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMI
351
Amica Mutual Insurance
Rhode Island
$7.88M -$1.22M -15,458 -13%
ACP
352
Ashfield Capital Partners
California
$7.87M -$82.2K -1,040 -1%
VPIM
353
Vanguard Personalized Indexing Management
California
$7.85M +$1.83M +23,194 +30%
Credit Agricole
354
Credit Agricole
France
$7.8M +$1.47M +18,618 +23%
EMPI
355
Elo Mutual Pension Insurance
Finland
$7.79M -$535K -6,769 -6%
GPSPJS
356
General Pension Society PZU Joint Stock
Poland
$7.69M -$2.13M -27,000 -22%
SMDAM
357
Sumitomo Mitsui DS Asset Management
Japan
$7.65M +$355K +4,496 +5%
LBC
358
Lowe Brockenbrough & Co
Virginia
$7.63M -$718K -9,089 -9%
DY
359
Dowling & Yahnke
California
$7.62M +$32.6K +413 +0.4%
Daiwa Securities Group
360
Daiwa Securities Group
Japan
$7.54M +$172K +2,179 +2%
Brown Advisory
361
Brown Advisory
Maryland
$7.42M +$447K +5,653 +6%
Wolverine Trading
362
Wolverine Trading
Illinois
$7.33M +$813K +10,182 +12%
KAS
363
Kestra Advisory Services
Texas
$7.31M -$420K -5,321 -5%
AAIM
364
American Assets Investment Management
California
$7.27M – – –
CII
365
Capital International Inc
California
$7.26M +$4.71M +59,599 +184%
PE
366
Point72 Europe
United Kingdom
$7.25M +$687K +8,700 +10%
SG Americas Securities
367
SG Americas Securities
New York
$7.18M +$126K +1,593 +2%
BCM
368
Becker Capital Management
Oregon
$7.13M -$17.1K -217 -0.2%
TC
369
Telemus Capital
Michigan
$7.11M +$4.35K +55 +0.1%
CAL
370
Capital Analysts LLC
Pennsylvania
$7.07M +$380K +4,807 +6%
HAI
371
Hennessy Advisors Inc
California
$7.02M -$458K -5,800 -6%
WPIC
372
White Pine Investment Company
Michigan
$6.84M -$209K -2,641 -3%
DADC
373
D.A. Davidson & Co
Montana
$6.81M -$228K -2,881 -3%
OHIS
374
Oak Harvest Investment Services
Texas
$6.78M +$269K +3,408 +4%
LSERS
375
Louisiana State Employees Retirement System
Louisiana
$6.77M -$229K -2,900 -3%
13 14
15
16 17