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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 %
BP
751
Ballentine Partners
Massachusetts
$1.19M +$136K +1,720 +13%
PI
752
Parkside Investments
Illinois
$1.19M +$237K +3,000 +25%
FCI
753
Financial Counselors Inc
Kansas
$1.18M -$13.3K -168 -1%
WWM
754
Wolff Wiese Magana
California
$1.18M +$1.01M +12,721 +591%
GWSG
755
GPS Wealth Strategies Group
Colorado
$1.17M -$25.7K -325 -2%
PA
756
Profund Advisors
Maryland
$1.17M -$21.4K -271 -2%
AJ
757
Ashburton (Jersey)
Jersey
$1.17M +$1.17M +14,822 New
VT
758
Vise Technologies
New York
$1.17M +$282K +3,572 +32%
CWM
759
Chesapeake Wealth Management
Virginia
$1.16M +$277K +3,500 +31%
AFS
760
Aft Forsyth & Sober
Florida
$1.16M – – –
WCM
761
Washburn Capital Management
Florida
$1.15M +$53.7K +680 +5%
SFG
762
SevenBridge Financial Group
Pennsylvania
$1.15M -$5.85K -74 -0.5%
SFS
763
Sowell Financial Services
Arkansas
$1.15M -$241K -3,050 -17%
DPIM
764
Duff & Phelps Investment Management
Illinois
$1.15M -$87.7K -1,110 -7%
CWAG
765
Compton Wealth Advisory Group
Virginia
$1.15M +$22.4K +283 +2%
SC
766
SouthState Corp
Florida
$1.14M -$65.8K -833 -5%
ZIG
767
Zullo Investment Group
Pennsylvania
$1.14M +$3.87K +49 +0.3%
SWM
768
SeaCrest Wealth Management
New York
$1.13M -$4.19K -53 -0.4%
IIC
769
Ironwood Investment Counsel
Arizona
$1.12M +$74K +937 +7%
SCI
770
S&CO Inc
Massachusetts
$1.1M -$158 -2 -0%
HIA
771
Harbor Investment Advisory
Maryland
$1.1M +$169K +2,140 +18%
SFA
772
Sequoia Financial Advisors
Ohio
$1.1M -$40.7K -926 -4%
CT
773
Columbia Trust
Oregon
$1.09M +$43.6K +552 +4%
BPCA
774
Bank Pictet & Cie (Asia)
Singapore
$1.09M -$47.2K -597 -4%
AC
775
Abbrea Capital
California
$1.08M +$33.3K +422 +3%
29 30
31
32 33