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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 %
PB
1151
Pinnacle Bancorp
Nebraska
$332K +$9.55K +121 +3%
MWPCG
1152
Measured Wealth Private Client Group
New Hampshire
$332K +$332K +4,208 New
SAS
1153
Stelac Advisory Services
New York
$331K -$69.3K -877 -17%
EHWM
1154
Eads & Heald Wealth Management
Georgia
$331K -$8.13K -103 -2%
CSPIA
1155
Cary Street Partners Investment Advisory
Virginia
$331K +$9.01K +114 +3%
GD
1156
Grandfield & Dodd
New York
$330K -$23.8K -300 -7%
PFM
1157
Parsec Financial Management
North Carolina
$329K -$96K -1,215 -23%
FFG
1158
Frisch Financial Group
New York
$329K +$16.4K +208 +5%
AIA
1159
Alera Investment Advisors
Illinois
$329K +$329K +4,153 New
MSFS
1160
Main Street Financial Solutions
Pennsylvania
$326K -$950 -12 -0.3%
CWM
1161
Centric Wealth Management
Illinois
$325K -$30.9K -391 -9%
KTA
1162
Keeley-Teton Advisors
Illinois
$325K +$325K +4,117 New
SFP
1163
Shepherd Financial Partners
Massachusetts
$324K +$18.6K +235 +6%
DWM
1164
Destination Wealth Management
California
$323K -$632 -8 -0.2%
PWPS
1165
Pinnacle Wealth Planning Services
Ohio
$323K -$237 -3 -0.1%
RMDI
1166
R.M. Davis Inc
Maine
$323K +$9.17K +116 +3%
IIC
1167
Integrated Investment Consultants
Michigan
$323K +$25.7K +325 +9%
ACM
1168
Allred Capital Management
Texas
$321K – – –
FFBTD
1169
First Financial Bank - Trust Division
Ohio
$321K +$5.29K +67 +2%
PIA
1170
Powell Investment Advisors
Florida
$321K +$108K +1,362 +50%
FNB
1171
Farmers National Bank
Kentucky
$320K +$4.58K +58 +1%
AA
1172
Addison Advisors
Vermont
$320K +$89.1K +1,127 +39%
WP
1173
WealthSource Partners
California
$319K +$2.45K +31 +0.8%
SW
1174
SteelPeak Wealth
California
$318K -$307K -3,886 -49%
WCA
1175
Westover Capital Advisors
Delaware
$316K – – –
45 46
47
48 49