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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 %
BONST
1026
Bank of Nova Scotia Trust
Ontario, Canada
$471K +$13.8K +175 +3%
HSA
1027
HBK Sorce Advisory
Pennsylvania
$471K +$160K +2,028 +52%
FIB
1028
First Interstate Bank
Montana
$469K +$24.8K +313 +6%
NHC
1029
Nicholas Hoffman & Company
Georgia
$468K +$15.9K +201 +4%
MRCM
1030
M&R Capital Management
New Jersey
$468K +$19.8K +251 +4%
CWM
1031
Castle Wealth Management
Florida
$468K +$422K +5,343 +915%
BB
1032
Bell Bank
North Dakota
$465K -$20.7K -262 -4%
RPC
1033
Rossmore Private Capital
Connecticut
$462K +$11.9K +150 +3%
PG
1034
Pendal Group
Australia
$461K -$27.8K -352 -6%
ST
1035
Smithfield Trust
Pennsylvania
$461K -$1.58K -20 -0.3%
TWI
1036
Thomas White International
Illinois
$460K – – –
CCM
1037
Carlson Capital Management
Minnesota
$458K -$25.5K -323 -5%
AWA
1038
Arete Wealth Advisors
Illinois
$458K +$220K +2,785 +93%
I2I
1039
Insight 2811 Inc
Illinois
$456K +$869 +11 +0.2%
FNA
1040
First National Advisers
Nebraska
$456K +$121K +1,534 +36%
AIM
1041
Anchor Investment Management
South Carolina
$456K +$102K +1,288 +29%
JCIA
1042
Jackson Creek Investment Advisors
Colorado
$454K +$2.53K +32 +0.6%
BCWM
1043
Bartlett & Co Wealth Management
Ohio
$453K -$13.3K -168 -3%
CWM
1044
Cornerstone Wealth Management
Missouri
$453K -$100K -1,269 -18%
BC
1045
Bartlett & Co
Ohio
$453K -$13.3K -168 -3%
KTC
1046
Kistler-Tiffany Companies
Pennsylvania
$452K +$237 +3 +0.1%
BFM
1047
Boston Financial Management
Massachusetts
$448K +$37.8K +479 +9%
CWP
1048
Concord Wealth Partners
Virginia
$447K -$39.6K -502 -8%
STA
1049
Summit Trail Advisors
New York
$447K -$30.6K -387 -6%
CG
1050
Cutler Group
California
$447K +$153K +1,946 +52%
40 41
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