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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 %
TCA
476
Transcend Capital Advisors
New Jersey
$3.87M +$199K +2,524 +5%
AWS
477
Atria Wealth Solutions
New York
$3.84M +$1.28M +16,140 +50%
KRSITF
478
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.79M +$14.1K +179 +0.4%
HCMT
479
Highland Capital Management (Tennessee)
Tennessee
$3.78M -$7.11K -90 -0.2%
JWM
480
Jupiter Wealth Management
Colorado
$3.76M +$102K +1,295 +3%
GT
481
Glenmede Trust
Pennsylvania
$3.74M -$10.2M -128,550 -73%
SW
482
SkyOak Wealth
Michigan
$3.73M -$46.7K -591 -1%
WIS
483
Wright Investors Service
Connecticut
$3.71M -$171K -2,164 -4%
FHB
484
First Hawaiian Bank
Hawaii
$3.71M -$128K -1,621 -3%
SPC
485
Sigma Planning Corp
Michigan
$3.69M +$74.3K +941 +2%
Loomis, Sayles & Company
486
Loomis, Sayles & Company
Massachusetts
$3.69M -$13.3M -168,849 -78%
MPWT
487
MassMutual Private Wealth & Trust
Connecticut
$3.68M -$183K -2,316 -5%
V
488
Veritable
Delaware
$3.59M -$456K -5,778 -11%
LS
489
Livforsakringsbolaget Skandia
Sweden
$3.59M -$1.25M -15,800 -26%
VNIM
490
Vaughan Nelson Investment Management
Texas
$3.59M – – –
XWM
491
Xcel Wealth Management
Florida
$3.58M +$407K +5,150 +13%
AAF
492
Andra AP-fonden
Sweden
$3.57M -$806K -10,200 -18%
LFAS
493
Level Four Advisory Services
Texas
$3.57M -$31K -392 -0.9%
VAS
494
Vestmark Advisory Solutions
Massachusetts
$3.55M +$209K +2,649 +6%
SMG
495
Spectrum Management Group
Indiana
$3.55M +$1.2M +15,190 +51%
MFA
496
Mayflower Financial Advisors
Massachusetts
$3.55M +$133K +1,679 +4%
WB
497
WesBanco Bank
West Virginia
$3.54M -$9.6M -121,449 -73%
CS
498
Comerica Securities
Michigan
$3.54M -$93.6K -1,184 -3%
SQA
499
Simon Quick Advisors
New Jersey
$3.53M +$38.6K +489 +1%
RAM
500
Roanoke Asset Management
New Jersey
$3.53M +$15.8K +200 +0.4%
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