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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 %
KFP
626
KMG Fiduciary Partners
Ohio
$1.9M +$36.1K +457 +2%
ASN
627
Advisory Services Network
Georgia
$1.88M +$21K +266 +1%
ET
628
Equitable Trust
Tennessee
$1.87M -$26.8K -339 -1%
ACP
629
Arcus Capital Partners
Georgia
$1.86M -$12.1K -153 -0.6%
BBA
630
Baader Bank Aktiengesellschaft
Germany
$1.85M +$383K +4,850 +26%
GAM
631
Griffin Asset Management
New York
$1.83M +$47.9K +606 +3%
HCCM
632
Hudson Canyon Capital Management
New York
$1.83M -$93.9K -1,189 -5%
TH
633
TCTC Holdings
Texas
$1.82M – – –
SW
634
SVB Wealth
Massachusetts
$1.82M +$275K +3,479 +18%
5L
635
55I LLC
Massachusetts
$1.82M +$1.38M +17,443 +313%
SLI
636
Sumitomo Life Insurance
Japan
$1.78M -$215K -2,723 -11%
CIA
637
Capital Investment Advisors
Georgia
$1.78M +$98.4K +1,245 +6%
RFC
638
Regions Financial Corp
Alabama
$1.77M -$52.3K -662 -3%
AW
639
Alaethes Wealth
Nevada
$1.77M +$63.8K +807 +4%
Verition Fund Management
640
Verition Fund Management
Connecticut
$1.77M -$6.61M -83,622 -79%
BONH
641
Bank of New Hampshire
New Hampshire
$1.77M -$30.1K -381 -2%
MYAM
642
Meiji Yasuda Asset Management
Japan
$1.76M -$245K -3,107 -12%
CAM
643
Cacti Asset Management
Georgia
$1.74M – – –
DLG
644
Daniel L. Goodwin
$1.74M – – –
AF
645
Arrow Financial
New York
$1.74M – – –
NFC
646
Northeast Financial Consultants
Connecticut
$1.74M +$7.35K +93 +0.4%
CGL
647
Clarius Group LLC
Washington
$1.73M +$45K +569 +3%
LIM
648
Leavell Investment Management
Alabama
$1.73M +$187K +2,369 +12%
SCA
649
Snowden Capital Advisors
New York
$1.72M -$98.6K -1,249 -5%
CK
650
Cohen Klingenstein
New York
$1.72M – – –
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