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Morgan Stanley
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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.

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
1
Capital World Investors
California
$1.28B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.3B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.46B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.89B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$252M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.98B
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
BlackRock
3
BlackRock
New York
$7.14B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$819M
5
Norges Bank
5
Norges Bank
Norway
$877M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$762M 9,646,450 -743,137 -7%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$754M 9,545,684 -547,601 -5%
Legal & General Group
28
Legal & General Group
United Kingdom
$739M 9,350,315 -605,194 -6%
Charles Schwab
29
Charles Schwab
California
$663M 8,385,505 +1,364,506 +19%
UBS Group
30
UBS Group
Switzerland
$528M 6,682,486 +514,460 +8%
UBS AM
31
UBS AM
Illinois
$424M 5,366,861 -796,776 -13%
Principal Financial Group
32
Principal Financial Group
Iowa
$420M 5,310,191 +451,471 +9%
Primecap Management
33
Primecap Management
California
$415M 5,248,961 -2,800,243 -35%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$412M 5,220,603 +88,927 +2%
Wells Fargo
35
Wells Fargo
California
$395M 4,994,205 -134,785 -3%
Morgan Stanley
36
Morgan Stanley
New York
$369M 4,672,873 -244,443 -5%
Amundi
37
Amundi
France
$357M 4,320,138 -92,685 -2%
CS
38
Credit Suisse
Switzerland
$355M 4,496,691 -1,046,464 -19%
Citigroup
39
Citigroup
New York
$347M 4,390,452 -265,394 -6%
Deutsche Bank
40
Deutsche Bank
Germany
$344M 4,357,545 +82,834 +2%
LSV Asset Management
41
LSV Asset Management
Illinois
$339M 4,285,276 -61,040 -1%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$326M 4,131,358 -399,697 -9%
Barclays
43
Barclays
United Kingdom
$315M 3,991,915 +588,983 +17%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$292M 3,693,235 +197,428 +6%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$285M 3,610,290 -161,627 -4%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$279M 3,535,454 -510,716 -13%
Fayez Sarofim & Co
47
Fayez Sarofim & Co
Texas
$270M 3,411,157 -55 -0%
AllianceBernstein
48
AllianceBernstein
Tennessee
$269M 3,399,486 -190,569 -5%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$252M 3,183,121 +1,757,682 +123%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$241M 3,014,627 -375,798 -11%
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