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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 %
DIP
1101
DT Investment Partners
Pennsylvania
$379K -$122K -1,540 -24%
OFW
1102
Omnia Family Wealth
Florida
$379K – – –
EWG
1103
Executive Wealth Group
Washington
$379K +$3.16K +40 +0.8%
LNB
1104
Ledyard National Bank
$378K – – –
LC
1105
Lindbrook Capital
California
$378K +$60.2K +762 +19%
RC
1106
Roundview Capital
New Jersey
$376K +$34.4K +435 +10%
WFI
1107
West Family Investments
California
$376K +$57K +721 +18%
TC
1108
Trilogy Capital
California
$374K -$12.7K -161 -3%
LI
1109
LVZ Inc
Michigan
$374K – – –
BTI
1110
Blue Trust Inc
Georgia
$371K +$90.6K +1,192 +32%
M1FG
1111
Mach-1 Financial Group
Arkansas
$370K -$1.65K -21 -0.4%
LFA
1112
Legacy Financial Advisors
Kentucky
$369K +$43.3K +548 +13%
BSW
1113
Buckingham Strategic Wealth
Missouri
$368K +$9.56K +121 +3%
KLCM
1114
KG&L Capital Management
Louisiana
$367K -$46.2K -585 -11%
APP
1115
Avantax Planning Partners
Iowa
$367K -$33.5K -424 -8%
KA
1116
KLCM Advisors
Wisconsin
$367K – – –
RIG
1117
Roosevelt Investment Group
New York
$365K +$365K +4,621 New
BG
1118
Bahl & Gaynor
Ohio
$364K -$29.6K -375 -8%
MW
1119
Marcum Wealth
Ohio
$363K +$32.1K +406 +10%
PCM
1120
Perritt Capital Management
Illinois
$361K – – –
ANBT
1121
American National Bank & Trust
Texas
$360K +$78K +989 +28%
MWM
1122
Mission Wealth Management
California
$360K +$101K +1,284 +39%
FIM
1123
Freedom Investment Management
Connecticut
$355K -$49.8K -630 -12%
DMBA
1124
Deseret Mutual Benefit Administrators
Utah
$354K -$69.1K -874 -16%
CW
1125
CreativeOne Wealth
Kansas
$353K -$525K -6,641 -60%
43 44
45
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