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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 %
GPA
1251
Guerra Pan Advisors
New Jersey
$256K – – –
CB
1252
CNB Bank
Pennsylvania
$255K -$1.89K -24 -0.7%
TFCP
1253
Twin Focus Capital Partners
Massachusetts
$254K – – –
BFA
1254
Bragg Financial Advisors
North Carolina
$252K -$4.1K -52 -2%
PCMC
1255
Private Capital Management (Colorado)
Colorado
$251K -$5.29K -67 -2%
NFSG
1256
Newbridge Financial Services Group
Florida
$251K +$4.43K +56 +2%
SA
1257
Shilanski & Associates
Alaska
$251K +$251K +3,181 New
JCM
1258
Janney Capital Management
Pennsylvania
$250K +$5.69K +72 +2%
NAS
1259
Nicolet Advisory Services
Wisconsin
$250K +$6.81K +87 +3%
KPW
1260
Kore Private Wealth
New York
$248K -$17K -215 -6%
SCM
1261
SOL Capital Management
Maryland
$247K – – –
BFC
1262
Bedel Financial Consulting
Indiana
$246K +$86 +1 +0%
FOA
1263
Five Oceans Advisors
California
$246K +$11.2K +142 +5%
MSAM
1264
Moloney Securities Asset Management
Missouri
$246K +$15.4K +195 +7%
KWM
1265
Keebeck Wealth Management
Illinois
$245K – – –
PAM
1266
Private Asset Management
California
$244K – – –
CAI
1267
Capital Advisors Inc
Oklahoma
$243K +$75 +1 +0%
SFS
1268
Stiles Financial Services
Minnesota
$243K +$6.55K +83 +3%
CBFP
1269
Cedar Brook Financial Partners
Ohio
$242K +$18K +228 +8%
IIM
1270
Ipswich Investment Management
Massachusetts
$242K -$46K -583 -16%
RIA
1271
Realta Investment Advisors
Delaware
$242K -$43.9K -557 -15%
CIA
1272
Choate Investment Advisors
Massachusetts
$241K -$39.5K -500 -14%
VCG
1273
Vantage Consulting Group
Virginia
$241K -$19.3K -244 -7%
SA
1274
Syntax Advisors
New York
$241K -$19.3K -244 -7%
OCM
1275
Objective Capital Management
Ohio
$241K +$1.03K +13 +0.4%
49 50
51
52 53