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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 %
WTA
1376
Washington Trust Advisors
Massachusetts
$155K -$9.8K -124 -6%
BWM
1377
BerganKDV Wealth Management
Minnesota
$154K +$2.61K +33 +2%
FMII
1378
Farmers & Merchants Investments Inc
Nebraska
$152K +$21.8K +275 +17%
EWM
1379
Endurance Wealth Management
Rhode Island
$151K – – –
BWM
1380
Baystate Wealth Management
Massachusetts
$149K +$1.26K +16 +0.9%
SWA
1381
Sutton Wealth Advisors
Florida
$145K +$37.6K +476 +35%
ACA
1382
Atlas Capital Advisors
Wyoming
$143K – – –
BBPWM
1383
Blue Bell Private Wealth Management
Pennsylvania
$139K -$5.44K -69 -4%
PMFA
1384
Plante Moran Financial Advisors
Michigan
$137K – – –
EI
1385
Ellevest Inc
New York
$129K -$51K -647 -28%
CAL
1386
Capital Advisors Ltd
Ohio
$127K +$20.4K +257 +19%
CFGS
1387
Concourse Financial Group Securities
Alabama
$123K -$9.24K -117 -7%
EBA
1388
Eagle Bay Advisors
New York
$123K -$1.58K -20 -1%
HBW
1389
Hazlett, Burt & Watson
West Virginia
$123K +$55.9K +702 +83%
ARIS
1390
Advanced Research Investment Solutions
California
$121K +$103K +1,305 +590%
MMG
1391
Monetary Management Group
Missouri
$119K – – –
JEST
1392
JTC Employer Solutions Trustee
Jersey
$119K +$119K +1,500 New
NICM
1393
Neo Ivy Capital Management
New York
$119K +$119K +1,510 New
PSB
1394
Piscataqua Savings Bank
New Hampshire
$116K – – –
RBC
1395
Roble Belko & Company
Pennsylvania
$115K +$111K +1,405 +2,927%
C
1396
Covestor
United Kingdom
$114K -$32.9K -416 -22%
CWM
1397
Cranbrook Wealth Management
Michigan
$113K -$18.6K -235 -14%
LTI
1398
Laffer Tengler Investments
Tennessee
$112K +$1.11K +14 +1%
BWL
1399
Bogart Wealth LLC
Virginia
$110K +$36.8K +465 +50%
IBOK
1400
Independence Bank of Kentucky
Kentucky
$108K – – –
54 55
56
57 58