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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 %
LW
576
Linscomb Wealth
Texas
$2.46M +$371K +4,697 +18%
VI
577
Vestcor Inc
New Brunswick, Canada
$2.44M -$14.3K -181 -0.6%
LD
578
Lipe & Dalton
New York
$2.44M +$158 +2 +0%
OAM
579
Occidental Asset Management
California
$2.41M +$104K +1,318 +5%
LI
580
LMCG Investments
Massachusetts
$2.41M -$48.2K -610 -2%
VanEck Associates
581
VanEck Associates
New York
$2.4M -$27.1K -343 -1%
Lido Advisors
582
Lido Advisors
California
$2.39M -$15.8K -200 -0.7%
BW
583
Bison Wealth
Georgia
$2.37M +$1.82M +23,029 +329%
GFA
584
Gifford Fong Associates
California
$2.37M – – –
CAM
585
Carret Asset Management
New York
$2.33M – – –
PAM
586
Palisade Asset Management
Minnesota
$2.3M +$12.8K +162 +0.6%
AWM
587
Axxcess Wealth Management
California
$2.28M +$254K +3,216 +13%
WAM
588
Wolverine Asset Management
Illinois
$2.28M -$2.03M -25,706 -47%
PWP
589
Private Wealth Partners
California
$2.27M -$1.01M -12,830 -31%
LWCFA
590
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.23M – – –
UHC
591
Union Heritage Capital
Michigan
$2.19M – – –
NLP
592
Next Level Private
New York
$2.18M +$2.18M +26,248 New
S
593
SignatureFD
Georgia
$2.18M +$212K +2,678 +11%
PAS
594
Park Avenue Securities
New York
$2.17M -$67.5K -854 -3%
ICG
595
InterOcean Capital Group
Tennessee
$2.17M +$59.6K +754 +3%
CI
596
Carroll Investors
South Carolina
$2.17M +$2.17M +27,375 New
SC
597
Stolper & Co
Oklahoma
$2.16M +$162K +2,048 +8%
VVP
598
Venture Visionary Partners
Ohio
$2.15M -$110K -1,396 -5%
PCIA
599
Prime Capital Investment Advisors
Kansas
$2.13M -$1.78M -22,523 -45%
DCM
600
Dimension Capital Management
Florida
$2.13M -$14K -177 -0.7%
22 23
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