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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 %
WS
851
Wedbush Securities
California
$844K +$132K +1,667 +18%
PCA
852
Pallas Capital Advisors
Massachusetts
$842K +$2.59K +31 +0.3%
RCIM
853
Red Cedar Investment Management
Michigan
$828K – – –
VWM
854
Venturi Wealth Management
Texas
$825K +$48.7K +616 +6%
GAM
855
Gotham Asset Management
New York
$812K +$19.6K +248 +2%
RZH
856
Relyea Zuckerberg Hanson
Connecticut
$810K +$16.1K +204 +2%
PWS
857
Precision Wealth Strategies
Missouri
$808K -$70.7K -890 -8%
OPS
858
Orion Portfolio Solutions
Nebraska
$805K +$153K +1,932 +23%
WT
859
Washington Trust
Rhode Island
$804K +$55.3K +700 +7%
VFA
860
Voya Financial Advisors
Connecticut
$802K +$399 +5 +0%
CWM
861
Calamos Wealth Management
Illinois
$799K -$59.7K -755 -7%
RPCONE
862
Retirement Planning Company of New England
Rhode Island
$799K +$3.63K +46 +0.5%
DC
863
Davenport & Co
Virginia
$796K -$156K -1,971 -16%
CIA
864
Caerus Investment Advisors
Texas
$796K – – –
FWP
865
FAS Wealth Partners
Kansas
$795K +$166K +2,103 +26%
CM
866
Caption Management
Oklahoma
$790K -$2.25M -28,500 -74%
GA
867
Greenhaven Associates
New York
$790K – – –
ZCA
868
Zeke Capital Advisors
Pennsylvania
$790K – – –
ERIC
869
Eagle Rock Investment Company
Georgia
$790K – – –
DT
870
Diversified Trust
Tennessee
$788K -$479K -6,057 -38%
PTC
871
Private Trust Company
Ohio
$787K +$23.2K +294 +3%
NERM
872
New England Research & Management
Illinois
$786K -$23.7K -300 -3%
OIA
873
OneDigital Investment Advisors
Kansas
$782K +$35.6K +451 +5%
WANY
874
Wealthspire Advisors (New York)
New York
$780K -$84.2K -1,066 -10%
PCM
875
Pennsylvania Capital Management
Pennsylvania
$779K +$59.7K +756 +8%
33 34
35
36 37