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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 %
AFT
1351
Alpha Family Trust
California
$204K +$204K +2,585 New
PK
1352
Pflug Koory
Nebraska
$203K -$78.3K -991 -28%
SGI
1353
Summit Global Investments
Utah
$203K +$203K +2,568 New
KC
1354
Kingfisher Capital
North Carolina
$201K +$201K +2,545 New
AMBIA
1355
Allen Mooney & Barnes Investment Advisors
Georgia
$201K +$201K +2,540 New
HCM
1356
Highlander Capital Management
New Jersey
$198K – – –
BSB
1357
Bangor Savings Bank
Maine
$196K – – –
OA
1358
Operose Advisors
Wisconsin
$186K – – –
FNBOSM
1359
First National Bank of South Miami
Florida
$186K +$18.5K +235 +11%
M
1360
MOTCO
Texas
$184K -$42.9K -544 -19%
IWA
1361
Icon Wealth Advisors
Texas
$184K +$184K +2,329 New
PWMG
1362
Prestige Wealth Management Group
New Jersey
$182K -$317 -4 -0.2%
HI
1363
Harbour Investments
Wisconsin
$182K – – –
JAG
1364
Journey Advisory Group
Kentucky
$182K +$182K +2,300 New
MTIC
1365
Missouri Trust & Investment Company
Missouri
$179K -$29.6K -375 -14%
IAS
1366
IMA Advisory Services
Colorado
$176K +$20.5K +259 +13%
SDIC
1367
South Dakota Investment Council
South Dakota
$174K – – –
ONST
1368
Old North State Trust
North Carolina
$170K +$170K +2,147 New
WTC
1369
WhitTier Trust Company
Nevada
$168K -$49.2K -624 -23%
CQS
1370
Credential Qtrade Securities
$163K – – –
KFI
1371
Key Financial Inc
Pennsylvania
$161K – – –
SSB
1372
Sandy Spring Bank
Maryland
$160K – – –
IFA
1373
Interactive Financial Advisors
Illinois
$158K – – –
Kayne Anderson Rudnick Investment Management
1374
Kayne Anderson Rudnick Investment Management
California
$157K +$54.7K +693 +53%
MW
1375
Milestone Wealth
New York
$156K – – –
53 54
55
56 57