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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 %
IMC Chicago
701
IMC Chicago
Illinois
$1.41M +$1.41M +17,836 New
WFA
702
Wipfli Financial Advisors
Wisconsin
$1.4M +$1.4M +17,760 New
DCM
703
Decatur Capital Management
Georgia
$1.4M -$79 -1 -0%
PI
704
PGGM Investments
Netherlands
$1.4M +$1.4M +17,737 New
ADBIC
705
A.D. Beadell Investment Counsel
Wisconsin
$1.4M -$1.73M -21,839 -55%
TIA
706
Trust Investment Advisors
Indiana
$1.38M -$1.03K -13 -0.1%
IB
707
Intrust Bank
Kansas
$1.38M +$62.3K +788 +5%
SAI
708
Systematic Alpha Investments
New Jersey
$1.37M – – –
CF
709
Centaurus Financial
California
$1.36M -$517K -6,539 -28%
CCA
710
Checchi Capital Advisers
California
$1.36M -$236K -2,992 -15%
LP
711
Lloyd Park
Illinois
$1.36M – – –
CFB
712
Cullen/Frost Bankers
Texas
$1.36M +$49.5K +627 +4%
Lazard Asset Management
713
Lazard Asset Management
New York
$1.35M -$242K -3,062 -15%
EIM
714
Essex Investment Management
Massachusetts
$1.35M -$51.6K -653 -4%
O
715
Ossiam
France
$1.35M -$19.1M -241,728 -93%
MFG
716
Merit Financial Group
Georgia
$1.34M -$275K -3,480 -17%
OAM
717
Oak Asset Management
California
$1.34M +$1.34M +16,953 New
SA
718
Strategic Advisors
New York
$1.33M +$13.7K +174 +1%
WSFS
719
Wilmington Savings Fund Society
Delaware
$1.32M – – –
USCWA
720
U.S. Capital Wealth Advisors
Texas
$1.32M -$2.05M -25,899 -61%
QCM
721
Quantinno Capital Management
New York
$1.31M +$271K +3,434 +26%
AA
722
Altman Advisors
Illinois
$1.31M +$28.4K +359 +2%
MC
723
Moors & Cabot
Massachusetts
$1.31M -$1.21M -15,343 -48%
CB
724
Community Bank
New York
$1.3M +$161K +2,039 +14%
CWM
725
Congress Wealth Management
Massachusetts
$1.3M +$400K +5,061 +44%
27 28
29
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