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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 %
NP
926
NorthRock Partners
Minnesota
$656K +$164K +2,072 +33%
VCA
927
Verdence Capital Advisors
Maryland
$652K -$8.22K -104 -1%
TPWA
928
TRUE Private Wealth Advisors
Oregon
$652K +$28K +355 +4%
III
929
Independent Investors Inc
New York
$649K – – –
TF
930
TLWM Financial
Texas
$642K -$434K -5,096 -40%
WIC
931
Woodmont Investment Counsel
Tennessee
$640K +$640K +8,104 New
MSA
932
Marino Stram & Associates
Massachusetts
$639K +$33.2K +420 +5%
CAG
933
Csenge Advisory Group
Florida
$637K -$553 -7 -0.1%
CIM
934
CIM Investment Management
Pennsylvania
$635K – – –
FPCP
935
Fort Point Capital Partners
California
$634K -$13.8K -175 -2%
TPCW
936
TD Private Client Wealth
New York
$634K -$31.4K -397 -5%
S
937
Seeyond
France
$628K -$24.3K -308 -4%
WPC
938
Wedmont Private Capital
Pennsylvania
$628K +$160K +2,022 +34%
RIG
939
Renaissance Investment Group
Massachusetts
$627K – – –
SB
940
Strategic Blueprint
Georgia
$627K +$158 +2 +0%
BAM
941
Blueshift Asset Management
New Jersey
$625K +$625K +7,914 New
SIA
942
Schechter Investment Advisors
Michigan
$624K +$58.4K +738 +10%
MIC
943
Meridian Investment Counsel
California
$621K +$4.74K +60 +0.8%
MWM
944
Maltin Wealth Management
New Jersey
$618K -$11.7K -148 -2%
KA
945
Kovack Advisors
Florida
$617K +$12.3K +156 +2%
PPP
946
Private Portfolio Partners
New Jersey
$616K +$19.8K +250 +3%
BHBT
947
Burke & Herbert Bank & Trust
Virginia
$614K – – –
ADIM
948
Alpha DNA Investment Management
Maryland
$613K +$613K +7,770 New
1832 Asset Management
949
1832 Asset Management
Ontario, Canada
$611K -$8.3K -105 -1%
AFA
950
Abacus FCF Advisors
Florida
$610K -$232K -2,932 -28%
36 37
38
39 40