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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 %
LCM
1301
Leisure Capital Management
California
$229K +$2.6K +33 +1%
EFSCE
1302
Enterprise Financial Services Corp (EFSC)
Missouri
$229K +$19.5K +246 +9%
KFGK
1303
Keystone Financial Group (Kentucky)
Kentucky
$228K +$2.77K +35 +1%
GIA
1304
GHP Investment Advisors
Colorado
$228K +$6.86K +87 +3%
BOM
1305
Bank of Marin
California
$227K -$80.7K -1,020 -26%
MCM
1306
Manchester Capital Management
Vermont
$227K +$28.8K +364 +15%
SWIM
1307
Smallwood Wealth Investment Management
New Jersey
$227K +$227K +2,878 New
NB
1308
Northwest Bancshares
Pennsylvania
$226K +$11.9K +150 +6%
JSW
1309
Journey Strategic Wealth
New Jersey
$225K +$225K +2,837 New
NSB
1310
Norway Savings Bank
Maine
$223K – – –
PFA
1311
Pathway Financial Advisors
Vermont
$223K +$237 +3 +0.1%
SIM
1312
SSI Investment Management
California
$223K +$470 +6 +0.2%
FC
1313
Forte Capital
New York
$222K +$222K +2,814 New
DA
1314
Detalus Advisors
Missouri
$221K -$27.5K -349 -11%
SBL
1315
Sargent Bickham Lagudis
Colorado
$220K -$1.74K -22 -0.8%
FAFN
1316
First Affirmative Financial Network
Colorado
$220K +$220K +2,786 New
Jones Financial Companies
1317
Jones Financial Companies
Missouri
$219K -$70.1K -888 -24%
WI
1318
WrapManager Inc
California
$219K -$7.43K -94 -3%
EFM
1319
E Fund Management
China
$219K -$791 -10 -0.4%
LSA
1320
Lion Street Advisors
Texas
$219K +$219K +2,776 New
NCM
1321
Novare Capital Management
North Carolina
$218K -$17.8K -225 -8%
FG
1322
Fiduciary Group
Georgia
$218K -$354 -4 -0.2%
MW
1323
MBL Wealth
North Carolina
$218K +$218K +2,762 New
JFGIW
1324
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$217K -$542K -6,640 -71%
CPC
1325
Congress Park Capital
New York
$217K -$3.95K -50 -2%
51 52
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