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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 %
CICI
651
Capital Investment Counsel Inc
North Carolina
$1.71M +$33.6K +425 +2%
BDF
652
Balasa Dinverno & Foltz
$1.71M +$244K +3,084 +17%
CC
653
Courier Capital
New York
$1.7M -$35.1K -444 -2%
NRS
654
Neville Rodie & Shaw
New York
$1.69M -$2.4M -30,440 -59%
SC
655
Savant Capital
Illinois
$1.67M -$44.9K -568 -3%
PMA
656
Prudent Man Advisors
Illinois
$1.67M +$60.4K +765 +4%
SWP
657
Stratos Wealth Partners
Ohio
$1.66M +$19.1K +242 +1%
DAM
658
Deltec Asset Management
New York
$1.66M – – –
OIM
659
Opus Investment Management
Massachusetts
$1.66M – – –
ATPW
660
Ashton Thomas Private Wealth
Arizona
$1.64M +$62.2K +787 +4%
AWP
661
Ascent Wealth Partners
New York
$1.63M -$107K -1,356 -6%
GF
662
Gries Financial
Ohio
$1.63M +$249K +3,151 +18%
Kovitz Investment Group Partners
663
Kovitz Investment Group Partners
Illinois
$1.63M +$75.1K +951 +5%
CIP
664
Convergence Investment Partners
Florida
$1.63M -$6.87K -87 -0.4%
AWM
665
Ameliora Wealth Management
Switzerland
$1.62M +$1.62M +21,150 New
BBHC
666
Brown Brothers Harriman & Co
New York
$1.62M +$233K +2,945 +17%
TI
667
Tidal Investments
Wisconsin
$1.62M +$56.4K +714 +4%
UAS
668
United Asset Strategies
New York
$1.61M +$1.61M +20,428 New
YWP
669
YorkBridge Wealth Partners
New York
$1.6M – – –
AWM
670
Apollon Wealth Management
South Carolina
$1.59M +$424K +5,370 +36%
CP
671
Cumberland Partners
Ontario, Canada
$1.59M -$15.7K -198 -1%
UIA
672
UBP Investment Advisors
Switzerland
$1.59M – – –
BAM
673
Belpointe Asset Management
Nevada
$1.59M -$1.06M -13,361 -40%
SEC
674
Seven Eight Capital
New York
$1.58M +$1.58M +20,044 New
CCP
675
Cunning Capital Partners
North Carolina
$1.57M – – –
25 26
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