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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 %
FIA
726
Foundations Investment Advisors
Arizona
$1.3M +$370K +4,681 +40%
BFIC
727
Bedell Frazier Investment Counselling
California
$1.29M +$1.29M +16,353 New
AIM
728
Allen Investment Management
New York
$1.29M -$27.1K -343 -2%
EWA
729
EverSource Wealth Advisors
Alabama
$1.28M +$994K +12,589 +349%
AIC
730
Argus Investors Counsel
New York
$1.27M -$419K -5,300 -25%
Luther King Capital Management (LKCM)
731
Luther King Capital Management (LKCM)
Texas
$1.27M -$46.4K -588 -4%
AIS
732
AM Investment Strategies
Tennessee
$1.27M +$9.09K +115 +0.7%
IA
733
IFG Advisory
Georgia
$1.27M +$744K +9,421 +141%
WPC
734
White Pine Capital
Minnesota
$1.27M +$15.4K +195 +1%
CPO
735
Cerity Partners OCIO
New York
$1.27M +$48.7K +616 +4%
UCFA
736
United Capital Financial Advisors
Texas
$1.26M -$122K -1,548 -9%
MWM
737
Meridian Wealth Management
Kentucky
$1.26M -$41.5K -525 -3%
CBT
738
Central Bank & Trust
Kentucky
$1.26M +$453K +5,733 +56%
1SB
739
1ST Source Bank
Indiana
$1.25M -$9.48K -120 -0.8%
TAM
740
Trust Asset Management
Texas
$1.25M +$77.4K +979 +7%
XT
741
XTX Topco
Cayman Islands
$1.25M +$1.25M +15,763 New
CI
742
Cigna Investments
Connecticut
$1.24M -$92.4K -1,170 -7%
CA
743
CoreCap Advisors
Michigan
$1.24M +$117K +1,484 +10%
BFS
744
Bradley Foster & Sargent
Connecticut
$1.23M -$8.77K -111 -0.7%
MAM
745
Mystic Asset Management
Rhode Island
$1.23M +$15K +190 +1%
KA
746
Kintegral Advisory
New York
$1.21M – – –
EH
747
Equitable Holdings
New York
$1.21M +$465K +5,886 +63%
DI
748
Diligent Investors
California
$1.21M +$158 +2 +0%
ST
749
Somerset Trust
Pennsylvania
$1.2M +$29.1K +368 +2%
LRWA
750
Long Run Wealth Advisors
New York
$1.19M +$183K +2,316 +18%
28 29
30
31 32