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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 %
GG
1401
Gleason Group
Kentucky
$108K +$947 +12 +0.9%
SCM
1402
Silvant Capital Management
Georgia
$107K – – –
UIA
1403
Ulland Investment Advisors
Minnesota
$101K -$253K -3,200 -72%
MS
1404
Mizuho Securities
Japan
$101K +$50.5K +640 +100%
T
1405
TOBAM
France
$100K -$248K -3,148 -71%
GWS
1406
Glassman Wealth Services
Virginia
$100K -$4.13K -52 -4%
DAC
1407
Dividend Assets Capital
South Carolina
$100K – – –
GM
1408
GeoWealth Management
Illinois
$98K +$55.9K +714 +133%
WR
1409
WD Rutherford
Oregon
$96K +$5.14K +65 +6%
ME
1410
McIlrath & Eck
Washington
$92K – – –
PAM
1411
Premier Asset Management
Illinois
$90K – – –
FA
1412
Fortis Advisors
Pennsylvania
$89K +$712 +9 +0.8%
HDIM
1413
Hanson & Doremus Investment Management
Vermont
$89K +$12.7K +161 +17%
RMC
1414
Resources Management Corp
Connecticut
$88K – – –
BC
1415
Burleson & Co
California
$87K -$15.6K -197 -15%
PA
1416
PSI Advisors
Florida
$87K -$7.9K -100 -8%
WPA
1417
West Paces Advisors
Georgia
$86.4K -$3.95K -50 -4%
FCMT
1418
Founders Capital Management (Texas)
Texas
$86K +$555 +7 +0.6%
TFP
1419
Tilia Fiduciary Partners
North Carolina
$84K – – –
IAMOG
1420
Investors Asset Management of Georgia
Georgia
$83K – – –
CNBTD
1421
Citizens National Bank Trust Department
Mississippi
$80K – – –
MUAMU
1422
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$79K -$237K -3,000 -75%
RA
1423
Rise Advisors
New York
$79K +$713 +9 +0.9%
TCWA
1424
Ten Capital Wealth Advisors
Washington
$79K +$29.8K +378 +61%
GFPC
1425
Global Financial Private Client
Florida
$77.5K -$4.5K -56 -5%
55 56
57
58 59