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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 %
FFG
1176
Fortem Financial Group
California
$315K -$84.4K -1,069 -21%
KFS
1177
Kaizen Financial Strategies
California
$315K +$2.61K +33 +0.8%
BBA
1178
BLB&B Advisors
Pennsylvania
$314K -$13.3K -168 -4%
PRWA
1179
Platte River Wealth Advisors
Colorado
$311K – – –
HA
1180
Herold Advisors
New York
$311K +$158 +2 +0.1%
AW
1181
ACG Wealth
Georgia
$311K +$395 +5 +0.1%
WH
1182
Willner & Heller
California
$310K +$2.61K +33 +0.8%
EFG
1183
Everhart Financial Group
Ohio
$309K +$57.7K +731 +23%
FFN
1184
Focus Financial Network
Minnesota
$309K +$52.4K +663 +20%
LOAMS
1185
Lombard Odier Asset Management (Switzerland)
Switzerland
$307K -$337K -4,264 -52%
GRP
1186
Global Retirement Partners
California
$307K -$12.3K -150 -4%
CAAS
1187
Capital Asset Advisory Services
Michigan
$307K +$307K +3,888 New
DJSG
1188
D.J. St. Germain
Massachusetts
$306K – – –
MA
1189
MCF Advisors
Kentucky
$306K +$870 +11 +0.3%
MHR
1190
Matthew Hamilton Rosenberg
$306K +$1.74K +22 +0.6%
RWA
1191
Redhawk Wealth Advisors
Minnesota
$306K +$9.48K +120 +3%
DS
1192
DRW Securities
Illinois
$305K -$586K -7,402 -66%
LAS
1193
LWM Advisory Services
Florida
$305K +$64.7K +820 +27%
AWA
1194
Amplius Wealth Advisors
Pennsylvania
$304K -$19.4K -246 -6%
BCA
1195
Bay Colony Advisors
Massachusetts
$301K +$301K +3,805 New
BIA
1196
Benchmark Investment Advisors
Illinois
$300K -$735K -9,300 -71%
PNC
1197
Park National Corp
Ohio
$300K -$552 -7 -0.2%
BP
1198
BBR Partners
New York
$300K +$300K +3,802 New
HC
1199
Hamilton Capital
Ohio
$299K -$109K -1,386 -27%
ICP
1200
Interchange Capital Partners
Pennsylvania
$299K -$53.8K -682 -15%
46 47
48
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