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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 %
SWM
1426
Selective Wealth Management
Virginia
$77K – – –
CMA
1427
Cedar Mountain Advisors
Oregon
$76K +$394 +5 +0.5%
BLC
1428
Brown, Lisle/Cummings
Rhode Island
$73.1K – – –
CWM
1429
Cedar Wealth Management
California
$73K – – –
BHWM
1430
Bay Harbor Wealth Management
Maryland
$70K -$11.4K -145 -14%
TWA
1431
TCI Wealth Advisors
Arizona
$68K +$9.92K +126 +17%
CDIA
1432
Capital Directions Investment Advisors
Georgia
$67K -$64K -845 Closed
AWM
1433
Atticus Wealth Management
Florida
$66K – – –
EAM
1434
Eukles Asset Management
Ohio
$64K -$8.22K -104 -11%
CBT
1435
CoreFirst Bank & Trust
Kansas
$64K – – –
OPW
1436
Oxler Private Wealth
New York
$63.6K – – –
PCC
1437
Park Circle Company
Maryland
$63K – – –
MCC
1438
Money Concepts Capital
Florida
$63K +$15.6K +199 +33%
SIS
1439
Sound Income Strategies
Florida
$63K +$35.8K +452 +132%
FMTCOCP
1440
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$62K – – –
RCG
1441
Rock Creek Group
District of Columbia
$62K +$62K +781 New
SA
1442
SRH Advisors
Kansas
$61K +$394 +5 +0.6%
CWA
1443
Clearview Wealth Advisors
Oregon
$60K +$159 +2 +0.3%
CHA
1444
Carmichael Hill & Associates
Maryland
$58K +$5.4K +68 +10%
TFGT
1445
TS Financial Group (TSFG)
Illinois
$57K -$5.37K -68 -9%
TLCM
1446
Twin Lakes Capital Management
California
$57K – – –
CWC
1447
Carolinas Wealth Consulting
North Carolina
$57K +$10.4K +131 +22%
SFO
1448
Standard Family Office
South Dakota
$55K +$55K +700 New
HWA
1449
HHM Wealth Advisors
Tennessee
$54K – – –
BIA
1450
Bell Investment Advisors
California
$54K +$11.7K +148 +28%
56 57
58
59 60