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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 %
JF
1201
Joule Financial
Kentucky
$299K +$19.3K +245 +7%
HCP
1202
Hexagon Capital Partners
Arkansas
$299K +$167K +2,108 +126%
CSB
1203
City State Bank
Iowa
$298K -$4.34K -55 -1%
OMC
1204
Overbrook Management Corp
New York
$297K – – –
HPWM
1205
Highland Private Wealth Management
Washington
$296K -$21.3K -269 -7%
TWM
1206
Tradition Wealth Management
Minnesota
$295K -$59.2K -750 -17%
OIA
1207
Optimum Investment Advisors
Illinois
$293K +$632 +8 +0.2%
BIP
1208
Blueprint Investment Partners
North Carolina
$293K +$293K +3,710 New
HWM
1209
Horizon Wealth Management
Illinois
$292K +$40.7K +515 +16%
MFG
1210
MidWestOne Financial Group
Iowa
$289K – – –
HI
1211
Humankind Investments
New York
$288K +$15.4K +195 +6%
CCP
1212
Carmel Capital Partners
California
$287K – – –
WWM
1213
Wagner Wealth Management
South Carolina
$287K +$6.32K +80 +2%
RIA
1214
Richwood Investment Advisors
Ohio
$286K -$27.3K -345 -9%
PFWA
1215
Paces Ferry Wealth Advisors
Georgia
$285K +$1.03K +13 +0.4%
CA
1216
Continuum Advisory
Idaho
$285K +$23.9K +303 +9%
LP
1217
LMR Partners
United Kingdom
$285K +$285K +3,602 New
H
1218
HoyleCohen
California
$284K -$5.21K -66 -2%
AA
1219
Alta Advisers
United Kingdom
$284K +$284K +3,600 New
MF
1220
Manchester Financial
California
$283K +$283K +3,583 New
ABC
1221
Associated Banc-Corp
Wisconsin
$283K +$283K +3,594 New
Cohen & Steers
1222
Cohen & Steers
New York
$281K – – –
QFA
1223
Quantum Financial Advisors
California
$281K +$396 +5 +0.1%
CA
1224
Clearstead Advisors
Ohio
$281K +$14.1K +179 +5%
PVH
1225
Psagot Value Holdings
Israel
$279K -$49.8K -630 -15%
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