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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 %
AWM
1001
Avior Wealth Management
Nebraska
$508K +$79 +1 +0%
WBG
1002
Wharton Business Group
Pennsylvania
$500K – – –
SAM
1003
Sompo Asset Management
Japan
$500K +$218K +2,760 +77%
HWA
1004
Heritage Wealth Advisors
Virginia
$496K -$143K -1,806 -22%
CWM
1005
Chicago Wealth Management
Illinois
$493K – – –
PCA
1006
Personal Capital Advisors
California
$493K +$35.1K +444 +8%
CPC
1007
Cookson Peirce & Co
Pennsylvania
$493K +$282K +3,576 +134%
RWB
1008
RMR Wealth Builders
New Jersey
$491K +$4.11K +52 +0.8%
RCAG
1009
Rehmann Capital Advisory Group
Michigan
$489K -$12.9K -163 -3%
BWP
1010
BSW Wealth Partners
Colorado
$488K +$1.82K +23 +0.4%
CFMC
1011
Curbstone Financial Management Corp
New Hampshire
$487K +$15.8K +200 +3%
GA
1012
Geller Advisors
New York
$487K +$108K +1,372 +29%
PFSC
1013
Peoples Financial Services Corp
Pennsylvania
$486K +$130K +1,642 +36%
LC
1014
Lavaca Capital
Texas
$485K -$551K -6,956 -53%
RA
1015
RFG Advisory
Alabama
$483K +$52.7K +618 +12%
MAG
1016
MRA Advisory Group
New Jersey
$482K +$31.1K +397 +7%
MHS
1017
M Holdings Securities
Oregon
$480K +$46.6K +589 +11%
GL
1018
Graypoint LLC
New York
$480K +$90.6K +1,146 +23%
SS
1019
Sunbelt Securities
Texas
$479K -$31K -393 -6%
RSS
1020
Rosenblum Silverman Sutton
California
$477K -$73.1K -925 -13%
BFG
1021
Berger Financial Group
Minnesota
$477K +$2.53K +32 +0.5%
TAIM
1022
TD Ameritrade Investment Management
Nebraska
$475K -$121K -1,529 -20%
AWE
1023
Avidian Wealth Enterprises
Texas
$475K +$553 +7 +0.1%
CFG
1024
Cooper Financial Group
California
$474K +$22.3K +282 +5%
ATC
1025
Adirondack Trust Company
New York
$472K +$3K +38 +0.6%
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