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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 %
WHG
676
Westwood Holdings Group
Texas
$1.57M -$78.8K -997 -5%
PA
677
Procyon Advisors
Connecticut
$1.55M -$105K -1,326 -6%
CM
678
Castleark Management
Illinois
$1.55M – – –
MGP
679
Metis Global Partners
California
$1.55M -$69.4K -878 -4%
TMAM
680
Tokio Marine Asset Management
Japan
$1.54M +$137K +1,735 +10%
MWM
681
Modera Wealth Management
New Jersey
$1.5M -$25.4K -321 -2%
AFM
682
Abbot Financial Management
Massachusetts
$1.5M – – –
CG
683
Caprock Group
Idaho
$1.5M +$24.7K +313 +2%
AF
684
Advisornet Financial
Minnesota
$1.5M -$355K -4,495 -19%
RIM
685
Redwood Investment Management
Arizona
$1.5M +$1.5M +18,948 New
CCFP
686
Charles Carroll Financial Partners
Massachusetts
$1.49M -$154K -1,950 -9%
FFM
687
Forum Financial Management
Illinois
$1.48M -$16K -203 -1%
BCM
688
Brasada Capital Management
Texas
$1.47M -$591K -7,473 -29%
P
689
Pitcairn
Pennsylvania
$1.47M -$48.9K -619 -3%
OR
690
Olympiad Research
Connecticut
$1.46M +$83.9K +1,062 +6%
TSS
691
Two Sigma Securities
New York
$1.45M +$1.45M +18,377 New
FTDI
692
First Trust Direct Indexing
Massachusetts
$1.45M +$21.2K +268 +1%
HWAM
693
Hennion & Walsh Asset Management
New Jersey
$1.44M +$708K +8,967 +96%
IIL
694
Insight Inv LLC
California
$1.44M -$45.4K -575 -3%
AIM
695
Acropolis Investment Management
Missouri
$1.44M +$18.8K +238 +1%
CCT
696
Chemung Canal Trust
New York
$1.43M -$208K -2,630 -13%
WWM
697
Western Wealth Management
Colorado
$1.42M +$18.1K +229 +1%
IFWM
698
Institute for Wealth Management
Colorado
$1.42M -$7.11K -90 -0.5%
Two Sigma Investments
699
Two Sigma Investments
New York
$1.42M +$1.42M +17,947 New
NL
700
NVWM LLC
Pennsylvania
$1.41M +$58K +734 +4%
26 27
28
29 30