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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 %
PS
1326
Planned Solutions
California
$216K – – –
CAM
1327
Cozad Asset Management
Illinois
$215K -$38.7K -490 -15%
BP
1328
Broadleaf Partners
Ohio
$215K – – –
DAM
1329
Doheny Asset Management
California
$215K +$215K +2,726 New
ZIMP
1330
Zimmermann Investment Management & Planning
Pennsylvania
$214K -$368K -4,659 -63%
RC
1331
Reik & Co
New York
$214K – – –
FPWM
1332
FSB Premier Wealth Management
Iowa
$214K +$79 +1 +0%
OC
1333
Oakworth Capital
Alabama
$214K +$12.9K +163 +6%
SB
1334
Sunflower Bank
Texas
$213K -$86.8K -1,099 -29%
1WA
1335
180 Wealth Advisors
Washington
$213K -$17.6K -222 -8%
NWA
1336
Navis Wealth Advisors
New York
$213K – – –
AA
1337
Argent Advisors
Louisiana
$212K – – –
CP
1338
Castleview Partners
Texas
$212K +$211K +2,660 +15,647%
AG
1339
Ascent Group
Virginia
$210K -$20.2K -246 -9%
HWMG
1340
Hurlow Wealth Management Group
Indiana
$210K -$5.7K -72 -3%
UF
1341
Univest Financial
Pennsylvania
$210K – – –
AAMC
1342
Asset Allocation & Management Company
Illinois
$210K – – –
CT
1343
Chicago Trust
Illinois
$209K -$1.97K -25 -0.9%
RWA
1344
Ropes Wealth Advisors
Massachusetts
$209K +$209K +2,649 New
FCA
1345
FinTrust Capital Advisors
South Carolina
$208K -$6.69K -84 -3%
SBH
1346
Segall Bryant & Hamill
Illinois
$207K +$207K +2,605 New
CAM
1347
Covenant Asset Management
New Jersey
$207K +$207K +2,622 New
WSCM
1348
Wellington Shields Capital Management
New York
$206K -$59.3K -750 -22%
ESCM
1349
Echo Street Capital Management
New York
$205K -$42.7K -539 -17%
AWM
1350
Aprio Wealth Management
Georgia
$205K -$38.6K -490 -16%
52 53
54
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