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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 %
RWM
551
Ritholtz Wealth Management
New York
$2.8M +$682K +8,630 +32%
DAS
552
Dynamic Advisor Solutions
Arizona
$2.8M +$28.5K +361 +1%
BFPW
553
BOK Financial Private Wealth
Colorado
$2.77M -$20.9K -264 -0.7%
Twin Tree Management
554
Twin Tree Management
Texas
$2.76M -$5.54M -70,079 -67%
EF
555
Empirical Finance
Pennsylvania
$2.74M +$426K +5,385 +18%
MYLI
556
Meiji Yasuda Life Insurance
Japan
$2.7M +$28.8K +364 +1%
KIA
557
KCM Investment Advisors
California
$2.69M -$45K -569 -2%
SF
558
Synovus Financial
Georgia
$2.69M -$533K -6,717 -17%
HWM
559
HB Wealth Management
Georgia
$2.69M -$86.4K -1,094 -3%
GWM
560
Geneos Wealth Management
Colorado
$2.63M -$220K -2,782 -8%
HAIM
561
Hunter Associates Investment Management
Pennsylvania
$2.62M -$48.1K -609 -2%
PWMG
562
Pinnacle Wealth Management Group
Michigan
$2.62M +$23.7K +300 +0.9%
CTI
563
Community Trust & Investment
Kentucky
$2.62M +$73.8K +934 +3%
RJT
564
Raymond James Trust
Florida
$2.62M +$33.8K +428 +1%
CT
565
Coastline Trust
Rhode Island
$2.59M +$99.9K +1,264 +4%
MPM
566
Meritage Portfolio Management
Kansas
$2.58M +$140K +1,773 +6%
SP
567
Symmetry Partners
Connecticut
$2.57M – – –
Federated Hermes
568
Federated Hermes
Pennsylvania
$2.56M -$195K -2,468 -7%
PF
569
Phoenix Financial
Israel
$2.55M +$338K +4,217 +15%
KPWS
570
Kestra Private Wealth Services
Texas
$2.53M +$366K +4,635 +17%
HI
571
Hoey Investments
Pennsylvania
$2.5M +$1.09M +13,814 +78%
NIM
572
Northeast Investment Management
Massachusetts
$2.48M -$316 -4 -0%
CHC
573
City Holding Co
West Virginia
$2.47M +$79.8K +1,010 +3%
FM
574
Foster & Motley
Ohio
$2.47M -$224K -2,834 -8%
QIM
575
Quantitative Investment Management
Virginia
$2.46M +$2.46M +31,196 New
21 22
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