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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 %
CCFCSB
1051
Cape Cod Five Cents Savings Bank
Massachusetts
$444K – – –
TPW
1052
Transatlantique Private Wealth
New York
$444K +$9.87K +125 +2%
SCA
1053
Sippican Capital Advisors
Massachusetts
$441K – – –
TCOT
1054
Trust Company of Toledo
Ohio
$440K -$474K -6,000 -52%
RIA
1055
Regal Investment Advisors
Michigan
$440K +$1.19K +15 +0.3%
LIA
1056
LS Investment Advisors
Michigan
$439K – – –
ZB
1057
Zions Bancorporation
Utah
$435K -$120K -1,526 -22%
PCM
1058
Prelude Capital Management
New York
$435K +$435K +5,511 New
AIA
1059
Arbor Investment Advisors
North Carolina
$432K -$84.6K -1,071 -16%
PFGIA
1060
Patriot Financial Group Insurance Agency
Massachusetts
$432K +$2.77K +35 +0.6%
GEA
1061
Glen Eagle Advisors
New Jersey
$431K -$34K -430 -7%
FMWA
1062
Forvis Mazars Wealth Advisors
Missouri
$429K – – –
FA
1063
Financial Advisors
Massachusetts
$428K – – –
EW
1064
Evoke Wealth
California
$427K +$1.66K +21 +0.4%
LWAC
1065
Laurel Wealth Advisors (California)
California
$425K -$7.26K -92 -2%
KWM
1066
Kingsview Wealth Management
Oregon
$424K -$79.2K -1,003 -16%
FMP
1067
Financial Management Professionals
Texas
$424K +$24K +304 +6%
FFA
1068
First Foundation Advisors
California
$424K +$113K +1,424 +36%
HT
1069
HighTower Trust
Texas
$422K +$422K +5,341 New
PFBT
1070
Parkside Financial Bank & Trust
Missouri
$419K +$1.42K +18 +0.3%
CA
1071
Claro Advisors
Massachusetts
$418K – – –
SFS
1072
Strategic Financial Services
New York
$415K – – –
TBA
1073
Tower Bridge Advisors
Pennsylvania
$414K – – –
AFP
1074
Ausdal Financial Partners
Iowa
$414K +$7.66K +97 +2%
SWP
1075
Strategic Wealth Partners
Ohio
$412K +$56.1K +710 +16%
41 42
43
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