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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 %
Hotchkis & Wiley Capital Management
1226
Hotchkis & Wiley Capital Management
California
$277K -$23.7K -300 -8%
RCC
1227
Red Cedar Capital
Nebraska
$277K – – –
MCM
1228
Marathon Capital Management
Maryland
$277K – – –
BFEC
1229
Benjamin F. Edwards & Company
Missouri
$273K -$8.21K -104 -3%
CL
1230
Choreo LLC
Illinois
$272K +$1.27K +16 +0.5%
DA
1231
DSC Advisors
Illinois
$271K -$61.9K -783 -19%
TNBTD
1232
Trustmark National Bank Trust Department
Mississippi
$271K -$28.1K -356 -9%
CFA
1233
Capstone Financial Advisors
Illinois
$271K -$4.27K -54 -2%
JWM
1234
JGP Wealth Management
Oregon
$271K +$3.47K +44 +1%
SW
1235
SlateStone Wealth
Florida
$270K +$270K +3,423 New
AT
1236
American Trust
Kentucky
$269K -$8.67K -110 -3%
UBV
1237
United Bank (Virginia)
Virginia
$269K +$269K +3,404 New
CIC
1238
Carnegie Investment Counsel
Ohio
$267K -$58.6K -741 -18%
AFS
1239
Annapolis Financial Services
Maryland
$267K +$50K +633 +23%
DSC
1240
Duncker Streett & Co
Missouri
$266K – – –
BMCM
1241
Bryn Mawr Capital Management
Pennsylvania
$264K -$12K -152 -4%
ISWM
1242
Independent Solutions Wealth Management
New York
$264K – – –
CA
1243
Crewe Advisors
Utah
$263K +$10.7K +136 +4%
HFM
1244
Hartford Funds Management
Pennsylvania
$263K +$263K +3,323 New
RP
1245
Riverwater Partners
Wisconsin
$261K -$7.91K -100 -3%
HHGA
1246
Halbert Hargrove Global Advisors
California
$260K -$1.42K -18 -0.5%
FAG
1247
Fortitude Advisory Group
Washington
$260K +$3.72K +47 +1%
Nomura Holdings
1248
Nomura Holdings
Japan
$258K -$1.02M -13,391 -80%
VNA
1249
Valley National Advisers
Pennsylvania
$257K -$238 -3 -0.1%
DCM
1250
DGS Capital Management
New Jersey
$257K +$36.4K +461 +17%
48 49
50
51 52