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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 %
AAS
1076
Ameritas Advisory Services
Nebraska
$411K -$5.13K -65 -1%
CFO
1077
CVA Family Office
Colorado
$409K +$93.6K +1,185 +30%
JSC
1078
Jackson Square Capital
California
$408K – – –
NSIM
1079
North Star Investment Management
Illinois
$407K -$11.6K -147 -3%
CHAM
1080
Clear Harbor Asset Management
Connecticut
$406K -$7.9K -100 -2%
OPPTF
1081
OPSEU Pension Plan Trust Fund
Ontario, Canada
$406K +$13.7K +170 +3%
XS
1082
XR Securities
Illinois
$406K +$175K +2,210 +76%
BS
1083
Boenning & Scattergood
Pennsylvania
$404K +$114K +1,437 +39%
AI
1084
AXS Investments
New York
$398K -$71.3K -902 -15%
RSWM
1085
Robertson Stephens Wealth Management
California
$398K +$3.86K +49 +1%
EWA
1086
Exencial Wealth Advisors
Oklahoma
$397K +$1.34K +17 +0.3%
CM
1087
Churchill Management
California
$395K +$395K +5,000 New
HI
1088
Hudock Inc
Pennsylvania
$393K +$2.92K +37 +0.7%
XSC
1089
X-Square Capital
Puerto Rico
$390K +$158 +2 +0%
M
1090
Mirova
France
$388K -$258K -3,267 -40%
WA
1091
Wealth Alliance
New York
$388K +$10.9K +138 +3%
Q
1092
QVR
California
$388K +$339K +4,282 +684%
RTS
1093
Round Table Services
New Jersey
$387K +$1.11K +14 +0.3%
VWA
1094
V Wealth Advisors
Kansas
$385K -$35.5K -450 -8%
TIA
1095
Tiemann Investment Advisors
California
$383K -$1.02M -12,893 -73%
RIL
1096
Rothschild Investment LLC
Illinois
$383K – – –
VCM
1097
Vivaldi Capital Management
Illinois
$382K -$10.5K -133 -3%
WGAM
1098
Wilkinson Global Asset Management
New York
$382K +$19.8K +250 +5%
PBO
1099
Peoples Bank (Ohio)
Ohio
$381K -$7.91K -100 -2%
AWG
1100
Altus Wealth Group
Colorado
$381K – – –
42 43
44
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