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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 %
SWM
526
Sculati Wealth Management
Michigan
$3.08M +$185K +2,341 +6%
BPA
527
Beacon Pointe Advisors
California
$3.06M +$919K +11,590 +43%
AAS
528
Avantax Advisory Services
Texas
$3.05M -$201K -2,548 -6%
CRM
529
Cramer Rosenthal McGlynn
Connecticut
$3.05M +$3.05M +38,565 New
Marshall Wace
530
Marshall Wace
United Kingdom
$3.02M -$7.43M -94,034 -71%
LM
531
Lincluden Management
Ontario, Canada
$3.02M -$46.2K -585 -2%
GT
532
Greenleaf Trust
Michigan
$3.02M +$239K +3,023 +9%
UFG
533
United Fire Group
Iowa
$3M – – –
IAA
534
Independent Advisor Alliance
North Carolina
$3M +$507K +6,420 +20%
WJWM
535
Williams Jones Wealth Management
New York
$2.99M +$389K +4,922 +15%
IAN
536
Integrated Advisors Network
Texas
$2.98M +$287K +3,628 +11%
IAIM
537
Industrial Alliance Investment Management
Quebec, Canada
$2.97M -$29.3K -371 -1%
TGAM
538
TBH Global Asset Management
Tennessee
$2.97M -$78.8K -996 -3%
PP
539
Patten & Patten
Tennessee
$2.95M -$342K -4,331 -10%
MNBTD
540
Moody National Bank Trust Division
Texas
$2.94M +$9.95K +126 +0.3%
ECM
541
Everence Capital Management
Indiana
$2.9M – – –
SSA
542
Schonfeld Strategic Advisors
New York
$2.9M -$11.4M -144,398 -80%
HT
543
HAP Trading
New York
$2.9M +$938K +11,868 +48%
SFI
544
Siemens Fonds Invest
Germany
$2.88M -$155K -1,957 -5%
SYBT
545
Stock Yards Bank & Trust
Kentucky
$2.87M +$259K +3,282 +10%
LNWWM
546
Laird Norton Wetherby Wealth Management
California
$2.87M +$156K +1,980 +6%
HW
547
Hancock Whitney
Mississippi
$2.86M -$452K -5,720 -14%
DBT
548
Dubuque Bank & Trust
Iowa
$2.86M -$223K -2,828 -7%
LNC
549
Lincoln National Corp
Pennsylvania
$2.83M +$226K +2,888 +9%
MFS
550
Mirabella Financial Services
United Kingdom
$2.82M +$2.82M +35,330 New
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