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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 %
CIC
1276
Crawford Investment Counsel
Georgia
$239K -$104K -1,316 -30%
FHA
1277
Flagship Harbor Advisors
Massachusetts
$238K -$68.2K -864 -22%
I
1278
IMPACTfolio
Colorado
$238K -$2.84K -36 -1%
ORC
1279
O'Rourke & Company
Massachusetts
$238K +$949 +12 +0.4%
JIC
1280
Johnson Investment Counsel
Ohio
$237K -$10.3K -130 -4%
SOAMC
1281
Spirit of America Management Corp
New York
$237K – – –
ACM
1282
Avalon Capital Management
California
$237K – – –
RCM
1283
Raleigh Capital Management
North Carolina
$237K +$5.92K +75 +3%
AWA
1284
Alta Wealth Advisors
Massachusetts
$236K +$11.8K +150 +5%
BMM
1285
Buffington Mohr McNeal
Idaho
$235K -$73.2K -925 -24%
HI
1286
Harrington Investments
California
$235K – – –
RMAM
1287
Raab & Moskowitz Asset Management
New Jersey
$234K -$17.7K -225 -7%
WA1
1288
Wimmer Associates 1
California
$234K -$2.39K -29 -1%
HFM
1289
Harvest Fund Management
China
$234K +$42.7K +540 +22%
NL
1290
NWAM LLC
Washington
$234K +$234K +2,965 New
PWP
1291
Perfromance Wealth Partners
Illinois
$233K -$1.58K -20 -0.7%
SG
1292
Stonnington Group
California
$233K – – –
NB
1293
NBT Bank
New York
$232K – – –
AL
1294
Aspiriant LLC
California
$232K +$14.5K +184 +7%
AA
1295
Apriem Advisors
California
$232K +$232K +2,936 New
VA
1296
Valmark Advisers
Ohio
$230K -$475 -6 -0.2%
KA
1297
Kozak & Associates
Colorado
$230K +$154 +2 +0.1%
MAM
1298
McLean Asset Management
Virginia
$230K +$1.66K +21 +0.7%
FSA
1299
Fort Sheridan Advisors
Illinois
$230K +$4.11K +52 +2%
WCM
1300
Wedge Capital Management
North Carolina
$230K +$18.5K +234 +9%
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