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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 %
APA
976
American Portfolios Advisors
New York
$556K +$56.7K +718 +11%
HPC
977
HM Payson & Co
Maine
$556K – – –
IA
978
IFG Advisors
Missouri
$548K – – –
OIM
979
Orca Investment Management
Oregon
$546K -$20.1K -254 -4%
Bank of Montreal
980
Bank of Montreal
Ontario, Canada
$546K -$31.9K -375,922 -6%
APC
981
Aspire Private Capital
North Carolina
$545K -$54.8K -694 -9%
TWM
982
TriaGen Wealth Management
California
$543K -$20.4K -258 -4%
KFS
983
Kurt F. Somerville
$540K – – –
VWA
984
Visionary Wealth Advisors
Illinois
$538K -$54.8K -694 -9%
ECM
985
Evergreen Capital Management
Washington
$531K +$189K +2,390 +55%
SAM
986
Strategy Asset Managers
California
$529K +$158 +2 +0%
SIG
987
Stonegate Investment Group
Alabama
$528K +$1.26K +16 +0.2%
LWM
988
Laidlaw Wealth Management
New York
$528K +$137K +1,738 +35%
IGWM
989
ICA Group Wealth Management
Colorado
$525K +$7.43K +94 +1%
MMA
990
Miracle Mile Advisors
California
$524K +$36.9K +467 +8%
HA
991
Harbor Advisors
Florida
$522K – – –
PCS
992
Personal CFO Solutions
New Jersey
$522K +$6.47K +82 +1%
BB
993
Busey Bank
Illinois
$518K -$26.9K -341 -5%
CBOR
994
Community Bank of Raymore
Missouri
$517K – – –
RCA
995
Ranch Capital Advisors
Florida
$517K +$45.1K +570 +10%
PI
996
PineBridge Investments
New York
$516K -$7.98M -100,878 -94%
EWM
997
Empirical Wealth Management
Washington
$516K +$41K +519 +9%
DWA
998
Douglass Winthrop Advisors
New York
$515K +$316 +4 +0.1%
LDB
999
Lee, Danner & Bass
Tennessee
$512K – – –
BCM
1000
Brown Capital Management
Maryland
$510K -$7.27K -92 -1%
38 39
40
41 42