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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 %
PMAM
426
Picton Mahoney Asset Management
Ontario, Canada
$5.19M -$222K -2,810 -4%
OSNBOA
427
Old Second National Bank of Aurora
Illinois
$5.17M -$76.2K -965 -1%
ISB
428
Iowa State Bank
Iowa
$5.1M +$156K +1,973 +3%
BSA
429
Braun Stacey Associates
New York
$5.06M +$1.04M +13,160 +26%
BBI
430
Baxter Bros Inc
Connecticut
$5.04M +$124K +1,573 +3%
SFM
431
Signet Financial Management
New Jersey
$5.03M -$18K -228 -0.4%
CTC
432
Central Trust Company
Missouri
$5.03M -$240K -3,037 -5%
CW
433
Connectus Wealth
Ohio
$5.02M +$127K +1,602 +3%
MHC
434
Meyer Handelman Company
New York
$4.99M – – –
GCM
435
Gibraltar Capital Management
Oklahoma
$4.97M -$67.3K -852 -1%
SCA
436
Sandy Cove Advisors
Massachusetts
$4.95M +$1.19K +15 +0%
SCM
437
Saba Capital Management
New York
$4.95M -$863K -10,926 -15%
CCG
438
Ceeto Capital Group
Florida
$4.9M – – –
HR
439
Howe & Rusling
New York
$4.87M +$54.4K +688 +1%
IMRF
440
Illinois Municipal Retirement Fund
Illinois
$4.84M – – –
PP
441
Prudential plc
United Kingdom
$4.82M +$158K +1,996 +3%
ACA
442
Aptus Capital Advisors
Alabama
$4.8M +$4.8M +60,752 New
DCM
443
Dupont Capital Management
Delaware
$4.79M -$925K -11,712 -16%
VFM
444
Viking Fund Management
North Dakota
$4.74M +$948K +12,000 +25%
Assenagon Asset Management
445
Assenagon Asset Management
Luxembourg
$4.63M +$1.76M +22,302 +61%
JWM
446
Jackson Wealth Management
Florida
$4.61M +$2.78M +35,230 +152%
GT
447
Glenview Trust
Kentucky
$4.57M -$15.2K -193 -0.3%
IFAM
448
Institutional & Family Asset Management
Colorado
$4.49M +$885K +11,197 +25%
USAA
449
United Services Automobile Association
Texas
$4.48M -$9.16K -116 -0.2%
HT
450
Heritage Trust
Oklahoma
$4.44M +$119K +1,511 +3%
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