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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 %
FB
801
Fulton Bank
Pennsylvania
$993K -$25.8K -327 -3%
BFS
802
Bard Financial Services
Connecticut
$987K +$88.9K +1,125 +10%
SIC
803
Salem Investment Counselors
North Carolina
$986K +$28.5K +360 +3%
VCM
804
Viewpoint Capital Management
Washington
$975K +$3.95K +50 +0.4%
AIM
805
Aigen Investment Management
New York
$972K +$972K +12,299 New
KNW
806
Kesler Norman & Wride
Utah
$965K -$60.7K -768 -6%
DWM
807
Dakota Wealth Management
Florida
$959K +$113K +1,427 +13%
EF
808
Empowered Funds
Pennsylvania
$954K +$225K +2,845 +31%
TSWM
809
Triangle Securities Wealth Management
North Carolina
$952K -$9.88K -125 -1%
DAM
810
Delta Asset Management
Tennessee
$949K – – –
GLA
811
Good Life Advisors
Pennsylvania
$949K +$151K +1,915 +19%
WWA
812
WCG Wealth Advisors
Nevada
$947K – – –
ARMT
813
Amica Retiree Medical Trust
Rhode Island
$945K -$123K -1,554 -11%
BWM
814
Buckley Wealth Management
Nevada
$941K -$281K -3,552 -23%
VF
815
Virtu Financial
New York
$938K -$1.01M -12,763 -52%
SS
816
Simplicity Solutions
Minnesota
$938K +$145K +1,829 +18%
PWM
817
Perigon Wealth Management
California
$936K +$217K +2,744 +30%
BAM
818
Berkshire Asset Management
Pennsylvania
$933K -$77.7K -983 -8%
DLHL
819
Donald L. Hagan LLC
Florida
$929K +$40.6K +514 +5%
SBIA
820
Sheaff Brock Investment Advisors
Indiana
$928K -$4.42K -56 -0.5%
Bank Julius Baer & Co
821
Bank Julius Baer & Co
Switzerland
$919K -$90.6K -1,146 -9%
PGIM
822
Pacific Global Investment Management
California
$917K +$6.63K +84 +0.7%
CASB
823
Cape Ann Savings Bank
Massachusetts
$916K +$5.77K +73 +0.6%
PHS
824
Pekin Hardy Strauss
Illinois
$912K +$79K +1,000 +9%
VIA
825
Vident Investment Advisory
Georgia
$909K +$50.1K +896 +6%
31 32
33
34 35