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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 %
AWM
401
Avitas Wealth Management
California
$5.83M +$65.9K +834 +1%
LCM
402
Logan Capital Management
Pennsylvania
$5.81M +$359K +4,547 +7%
CIS
403
Connors Investor Services
Pennsylvania
$5.8M +$23.7K +300 +0.4%
AIMCA
404
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.79M -$2.29M -28,992 -28%
1IA
405
1834 Investment Advisors
Wisconsin
$5.72M -$36.5K -462 -0.6%
AG
406
Advocate Group
Minnesota
$5.71M +$183K +2,321 +3%
BCA
407
Bernzott Capital Advisors
California
$5.7M +$3.13M +39,599 +121%
OLA
408
Oliver Luxxe Assets
New Jersey
$5.66M +$113K +1,432 +2%
BA
409
Baugh & Associates
Georgia
$5.66M +$226K +2,856 +4%
CJL
410
Cyrus J. Lawrence
New York
$5.66M -$86.9K -1,100 -2%
NMERB
411
New Mexico Educational Retirement Board
New Mexico
$5.65M -$561K -7,100 -9%
GAB
412
German American Bancorp
Indiana
$5.62M +$414K +5,243 +8%
CC
413
Cipher Capital
New York
$5.58M +$5.19M +65,640 +1,303%
IP
414
Interval Partners
New York
$5.52M -$2.56M -32,378 -32%
DLCIG
415
D.L. Carlson Investment Group
New Hampshire
$5.46M -$112K -1,415 -2%
WFG
416
Wills Financial Group
Virginia
$5.45M +$603K +7,627 +12%
AWM
417
AE Wealth Management
Kansas
$5.45M +$607K +7,683 +13%
FCBT
418
First Citizens Bank & Trust
North Carolina
$5.4M -$401K -5,070 -7%
PSP
419
Principal Street Partners
Tennessee
$5.34M +$53.6K +679 +1%
VRS
420
Virginia Retirement Systems
Virginia
$5.31M +$5.31M +67,200 New
AIP
421
Ameritas Investment Partners
Nebraska
$5.27M +$20.1K +255 +0.4%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$5.24M +$29.2K +370 +0.6%
LG
423
Leuthold Group
Minnesota
$5.23M -$1.8M -22,766 -26%
LWM
424
Lyell Wealth Management
California
$5.23M +$141K +1,790 +3%
ETC
425
Exchange Traded Concepts
Oklahoma
$5.21M -$244K -3,090 -4%
15 16
17
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