MS icon

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 %
SCM
1126
SKBA Capital Management
California
$352K -$51.4K -650 -13%
AP
1127
Americana Partners
Texas
$352K +$18.5K +234 +6%
CCB
1128
Cutter & Co Brokerage
Missouri
$351K -$4.98K -63 -1%
RCM
1129
Radnor Capital Management
Pennsylvania
$351K – – –
DIA
1130
Davidson Investment Advisors
Montana
$350K -$11.9K -151 -3%
CL
1131
CPWM LLC
Washington
$349K -$134K -1,700 -28%
AWS
1132
AJ Wealth Strategies
New York
$348K – – –
EP
1133
Eudaimonia Partners
Tennessee
$347K -$506K -6,402 -59%
AF
1134
Alerus Financial
North Dakota
$346K -$2.29M -29,021 -87%
GM
1135
Granger Management
New York
$345K -$1.91M -24,126 -85%
FCH
1136
Freestone Capital Holdings
Washington
$343K -$1.42K -18 -0.4%
IP
1137
Investment Partners
Ohio
$343K +$343K +4,342 New
DDC
1138
DF Dent & Co
Maryland
$342K +$342K +4,325 New
TCM
1139
Tributary Capital Management
Nebraska
$340K – – –
EB
1140
Eastern Bank
Massachusetts
$340K – – –
BWG
1141
Beta Wealth Group
California
$340K +$23.7K +300 +8%
KWMG
1142
King Wealth Management Group
Florida
$339K +$19.1K +242 +6%
BPM
1143
Bowling Portfolio Management
Ohio
$337K -$1.2M -15,173 -78%
Fuller & Thaler Asset Management
1144
Fuller & Thaler Asset Management
California
$337K -$117K -1,475 -26%
AWAP
1145
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$337K -$5.53K -70 -2%
CCM
1146
Covington Capital Management
California
$337K +$84.7K +1,073 +34%
CHP
1147
Cable Hill Partners
Oregon
$335K +$37.6K +475 +13%
BBWA
1148
Bell & Brown Wealth Advisors
California
$334K +$2.84K +36 +0.9%
AWA
1149
Aaron Wealth Advisors
Illinois
$333K +$1.27K +16 +0.4%
FCFC
1150
First Citizens Financial Corp
Iowa
$332K – – –
44 45
46
47 48