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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 %
HH
951
Hilltop Holdings
Texas
$607K +$37.8K +478 +7%
HTC
952
Haverford Trust Company
Pennsylvania
$607K +$286K +3,621 +89%
BB
953
Berkshire Bank
Massachusetts
$605K +$110K +1,398 +22%
NW
954
NewEdge Wealth
Pennsylvania
$603K -$75.6K -958 -11%
CH
955
Canton Hathaway
Rhode Island
$603K – – –
RFA
956
Resurgent Financial Advisors
Georgia
$603K +$603K +7,629 New
GVAG
957
Great Valley Advisor Group
Delaware
$599K +$24K +304 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
958
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$598K -$8.88M -112,402 -94%
BOH
959
Bank of Hawaii
Hawaii
$598K +$137K +1,736 +30%
SRC
960
Shufro Rose & Co
New York
$594K +$1.34K +17 +0.2%
MAM
961
Mastrapasqua Asset Management
Tennessee
$593K – – –
ACM
962
Advisors Capital Management
New Jersey
$590K -$157K -1,745 -21%
VFPI
963
Vantage Financial Partners (Illinois)
Illinois
$585K – – –
QP
964
Quilter Plc
United Kingdom
$583K – – –
WOC
965
West Oak Capital
California
$582K +$15.4K +195 +3%
GIA
966
Gladstone Institutional Advisory
Florida
$581K -$179K -2,260 -24%
PWLP
967
Prio Wealth Limited Partnership
Massachusetts
$579K – – –
PIM
968
Perpetual Investment Management
Australia
$569K – – –
CIAS
969
Capital Investment Advisory Services
North Carolina
$569K +$257K +3,259 +83%
SM
970
Salzhauer Michael
$564K – – –
MFC
971
Mechanics Financial Corp
Ohio
$563K +$2.77K +35 +0.5%
CWM
972
Curi Wealth Management
North Carolina
$562K +$100K +1,270 +22%
RFM
973
Royal Fund Management
Florida
$561K +$561K +7,110 New
LIG
974
Lokken Investment Group
Delaware
$560K +$8.46K +107 +2%
CDH
975
Charles D. Hyman
$559K +$8.21K +104 +1%
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