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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 %
WAP
826
Wealthcare Advisory Partners
Pennsylvania
$908K -$117K -1,486 -11%
AF
827
Allworth Financial
California
$908K +$109K +1,386 +14%
QC
828
Quent Capital
New York
$908K +$298K +3,779 +49%
ANTB
829
AMG National Trust Bank
Colorado
$908K +$387K +4,903 +74%
JWCA
830
J.W. Cole Advisors
Florida
$904K +$61.9K +783 +7%
AAM
831
AR Asset Management
California
$901K – – –
LSA
832
Lansing Street Advisors
Pennsylvania
$894K +$7.91K +100 +0.9%
BCP
833
Berkeley Capital Partners
Georgia
$894K +$95.7K +1,211 +12%
HCM
834
Helios Capital Management
Singapore
$893K +$893K +11,300 New
BJL
835
Brighton Jones LLC
Washington
$892K +$68.9K +872 +8%
GC
836
GFG Capital
Florida
$891K – – –
IA
837
IFP Advisors
Florida
$888K +$236K +4,366 +36%
MS
838
Maven Securities
Jersey
$887K +$466K +5,896 +111%
NCM
839
NCM Capital Management
New Jersey
$885K – – –
FHA
840
First Horizon Advisors
Tennessee
$876K -$87.7K -1,112 -9%
CCA
841
Childress Capital Advisors
Texas
$872K -$51.7K -654 -6%
ONB
842
Old National Bancorp
Indiana
$872K +$3.24K +41 +0.4%
PAWC
843
P.A.W. Capital
Connecticut
$869K – – –
BTWM
844
Baker Tilly Wealth Management
Wisconsin
$862K -$87.3K -1,105 -9%
APWA
845
Atlas Private Wealth Advisors
New Jersey
$860K +$1.98K +25 +0.2%
MP
846
McDonald Partners
Ohio
$859K -$543K -6,867 -39%
VCWA
847
Vanguard Capital Wealth Advisors
Colorado
$855K +$11.8K +149 +1%
RCA
848
Roberts Capital Advisors
Colorado
$852K – – –
DC
849
Diametric Capital
Massachusetts
$850K +$850K +10,761 New
MG
850
Mather Group
Illinois
$845K -$228K -2,893 -21%
32 33
34
35 36