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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 %
MMPW
876
Mitchell McLeod Pugh & Williams
Alabama
$775K -$11.8K -149 -1%
LGA
877
Lebenthal Global Advisors
New York
$766K -$108K -1,362 -12%
GG
878
Gofen & Glossberg
Illinois
$763K +$48K +608 +7%
SIM
879
Sentry Investment Management
Wisconsin
$758K – – –
SAM
880
Silvercrest Asset Management
New York
$755K -$82.1K -1,040 -10%
PPW
881
Parcion Private Wealth
Washington
$753K – – –
WPW
882
Warther Private Wealth
Ohio
$751K -$30.2K -382 -4%
CCM
883
CTC Capital Management
Illinois
$751K +$751K +9,500 New
SRC
884
Sage Rhino Capital
California
$743K +$10.4K +132 +1%
TCOV
885
Trust Company of Vermont
Vermont
$741K +$19.2K +243 +3%
PCM
886
Parsons Capital Management
Rhode Island
$737K +$19.4K +245 +3%
GAMC
887
Garner Asset Management Corp
Texas
$734K +$734K +9,283 New
BCM
888
Brookstone Capital Management
Illinois
$733K -$25.7K -336 -3%
SCI
889
Stableford Capital II
Arizona
$732K -$54.1K -683 -7%
ADL
890
Asset Dedication LLC
California
$731K +$731K +9,288 New
WPW
891
Waldron Private Wealth
Pennsylvania
$730K +$76.9K +974 +12%
SA
892
SRN Advisors
Pennsylvania
$730K -$122K -1,546 -14%
MFG
893
Magnus Financial Group
New York
$729K -$42.4K -537 -5%
WAL
894
W Advisors LLC
Tennessee
$728K +$1.34K +17 +0.2%
RR
895
Robotti Robert
$728K +$79K +1,000 +12%
HBT
896
Hills Bank & Trust
Iowa
$721K -$23.1K -292 -3%
CWM
897
Circle Wealth Management
New Jersey
$714K -$53.3K -675 -7%
TCM
898
Twin Capital Management
Pennsylvania
$708K -$5.3M -67,140 -88%
OWA
899
Outlook Wealth Advisors
Texas
$708K -$7.51K -95 -1%
VFA
900
Valeo Financial Advisors
Indiana
$708K +$38.9K +492 +6%
34 35
36
37 38