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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 %
CNC
451
Canandaigua National Corp
New York
$4.38M +$256K +3,244 +6%
ERWM
452
Elk River Wealth Management
Colorado
$4.38M +$72.1K +912 +2%
PWMAG
453
Pinnacle Wealth Management Advisory Group
New Jersey
$4.34M -$207K -2,622 -5%
FNBOO
454
First National Bank of Omaha
Nebraska
$4.34M -$172K -2,174 -4%
AFG
455
Albion Financial Group
Utah
$4.34M +$74K +937 +2%
AC
456
Allstate Corporation
Illinois
$4.32M +$344K +4,357 +9%
AI
457
Atria Investments
North Carolina
$4.32M -$661K -8,360 -13%
API
458
Advisor Partners II
California
$4.31M +$4.31M +54,598 New
LSWM
459
Lorne Steinberg Wealth Management
Canada
$4.28M -$4.74K -60 -0.1%
BCV
460
Banque Cantonale Vaudoise
Switzerland
$4.15M – – –
VMPIC
461
Varma Mutual Pension Insurance Co
Finland
$4.09M – – –
DCM
462
Donaldson Capital Management
Indiana
$4.09M +$356K +4,511 +10%
CIG
463
Consolidated Investment Group
Colorado
$4.08M – – –
CCP
464
Corient Capital Partners
California
$4.07M – – –
CAN
465
Cetera Advisor Networks
California
$4.05M +$325K +4,160 +9%
MIA
466
MainStreet Investment Advisors
Illinois
$4.04M -$4.19K -53 -0.1%
AAM
467
Aureus Asset Management
Massachusetts
$4.04M +$253K +3,202 +7%
KJHP
468
K.J. Harrison & Partners
Ontario, Canada
$4.03M +$1.13M +14,000 +39%
FA
469
FDx Advisors
Illinois
$4M -$231K -2,918 -5%
HVIA
470
Hudson Valley Investment Advisors
New York
$3.99M +$106K +1,341 +3%
PHK
471
Point72 Hong Kong
Hong Kong
$3.97M +$339K +4,293 +9%
WI
472
Wintrust Investments
Illinois
$3.97M -$66.1K -790 -2%
NMIMC
473
Northwestern Mutual Investment Management Company
Wisconsin
$3.93M -$1.15M -14,531 -23%
RL
474
RPO LLC
Connecticut
$3.92M -$474K -6,000 -11%
SI
475
Stephens Inc
Arkansas
$3.88M +$350K +4,427 +10%
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