MS icon

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 %
JIC
501
Joel Isaacson & Co
New York
$3.5M +$10.4K +132 +0.3%
SAM
502
Shell Asset Management
Netherlands
$3.48M -$939K -11,879 -21%
PCOC
503
Power Corp of Canada
Canada
$3.46M +$3.46M +43,731 New
TC
504
TownSquare Capital
Utah
$3.42M -$649K -8,215 -16%
LGF
505
LGT Group Foundation
Liechtenstein
$3.41M -$104K -1,314 -3%
HNB
506
Huntington National Bank
Ohio
$3.39M -$69K -873 -2%
DA
507
DCM Advisors
New York
$3.38M +$254K +3,211 +8%
RIM
508
Regent Investment Management
Kentucky
$3.35M – – –
KWA
509
KCS Wealth Advisory
California
$3.35M -$225K -2,852 -6%
AHC
510
Adell Harriman & Carpenter
Texas
$3.31M +$462K +5,850 +16%
CFP
511
Cypress Financial Planning
New Jersey
$3.29M -$25K -317 -0.8%
IIM
512
Intact Investment Management
Quebec, Canada
$3.28M – – –
TAM
513
Tocqueville Asset Management
New York
$3.28M +$21.7K +275 +0.7%
TL
514
Tradewinds LLC
North Carolina
$3.22M -$43.1K -545 -1%
First Manhattan
515
First Manhattan
New York
$3.22M +$67.2K +850 +2%
CI
516
CX Institutional
Indiana
$3.2M +$2.95M +37,280 +1,153%
FDCDDQ
517
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.18M +$250K +3,163 +9%
IIA
518
IPG Investment Advisors
California
$3.18M +$909K +11,500 +40%
SPIA
519
Steward Partners Investment Advisory
New York
$3.17M -$416K -5,266 -12%
YIH
520
Y-Intercept (HK)
Hong Kong
$3.15M +$3.15M +39,920 New
MCM
521
Maltese Capital Management
New York
$3.13M -$31.6K -400 -1%
PA
522
Parallel Advisors
California
$3.13M +$154K +1,950 +5%
AC
523
Asio Capital
Kentucky
$3.11M +$28.9K +366 +0.9%
BRWA
524
B. Riley Wealth Advisors
Florida
$3.11M +$757K +9,582 +32%
EP
525
Edgestream Partners
New Jersey
$3.1M +$194K +2,451 +7%
19 20
21
22 23