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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 %
RIM
601
Redpoint Investment Management
Australia
$2.13M -$162K -2,055 -7%
GDP
602
Great Diamond Partners
Maine
$2.12M +$72.1K +912 +4%
HFG
603
Heron Financial Group
New York
$2.11M +$21.3K +270 +1%
HIP
604
HUB Investment Partners
Texas
$2.1M +$72.1K +913 +4%
GWMIA
605
Global Wealth Management Investment Advisory
Florida
$2.1M +$59.8K +757 +3%
FDS
606
Freedom Day Solutions
Texas
$2.09M -$58K -734 -3%
MAM
607
Meeder Asset Management
Ohio
$2.09M +$222K +2,808 +12%
SC
608
Sepio Capital
Utah
$2.07M +$1.77M +22,365 +577%
LAM
609
L2 Asset Management
Massachusetts
$2.07M +$127K +1,606 +7%
CANC
610
Culbertson A N & Co
Virginia
$2.07M -$12.6K -160 -0.6%
MAM
611
Morse Asset Management
Connecticut
$2.06M +$249K +3,150 +14%
Pacer Advisors
612
Pacer Advisors
Pennsylvania
$2.03M +$13.4K +170 +0.7%
BAMF
613
BI Asset Management Fondsmaeglerselskab
Denmark
$2.02M -$574K -7,266 -22%
CC
614
Centiva Capital
New York
$2.02M +$2.02M +25,623 New
HWA
615
HCR Wealth Advisors
California
$1.99M -$23.8K -301 -1%
GWM
616
Greenwich Wealth Management
Connecticut
$1.97M +$26.5K +336 +1%
CAM
617
Cresset Asset Management
Illinois
$1.97M -$1.17M -14,754 -37%
TYCC
618
Texas Yale Capital Corp
Florida
$1.97M +$18.8K +238 +1%
SSG
619
Summit Securities Group
New York
$1.96M +$12.2K +154 +0.6%
ACM
620
AlphaCrest Capital Management
New York
$1.95M -$368K -4,658 -16%
CF
621
Copperwynd Financial
Arizona
$1.93M +$1.93M +24,388 New
Koshinski Asset Management
622
Koshinski Asset Management
Illinois
$1.91M -$11.1K -141 -0.6%
Cerity Partners
623
Cerity Partners
New York
$1.91M +$5.61K +71 +0.3%
IWC
624
Integrated Wealth Concepts
Massachusetts
$1.91M +$72.6K +919 +4%
DGAM
625
Desjardins Global Asset Management
Quebec, Canada
$1.9M -$349K -4,419 -15%
23 24
25
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