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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 %
AWM
1451
AllSquare Wealth Management
New York
$53K – – –
SWA
1452
SOA Wealth Advisors
New York
$53K +$158 +2 +0.3%
CFD
1453
Creative Financial Designs
Indiana
$53K +$550 +7 +1%
FFC
1454
First Financial Corp
Indiana
$53K +$3.86K +49 +8%
AIP
1455
Almanack Investment Partners
Pennsylvania
$52K +$52K +658 New
HIM
1456
Hillsdale Investment Management
Ontario, Canada
$51K -$80.8K -1,014 -61%
PWS
1457
Paragon Wealth Strategies
Florida
$50K +$50K +629 New
LFASL
1458
Lugano Financial Advisors SA (LFA)
Switzerland
$49K – – –
BWA
1459
BDO Wealth Advisors
Florida
$48K -$3.99K -50 -8%
VCM
1460
Vigilant Capital Management
Maine
$48K – – –
ECM
1461
Estabrook Capital Management
New York
$47.4K – – –
AWM
1462
Accel Wealth Management
Iowa
$47K -$3.08K -37 -6%
BEI
1463
Benjamin Edwards Inc
Missouri
$47K – – –
PFA
1464
Professional Financial Advisors
Nebraska
$47K – – –
AAP
1465
Arax Advisory Partners
Colorado
$46K -$1.17K -15 -2%
HCM
1466
Horrell Capital Management
Arkansas
$46K – – –
RTC
1467
Riverview Trust Company
Washington
$46K – – –
SFA
1468
Semmax Financial Advisors
North Carolina
$45K – – –
TFS
1469
TrustCore Financial Services
Tennessee
$45K +$18.4K +235 +69%
SCA
1470
Stonebridge Capital Advisors
Minnesota
$44K -$14.4K -183 -25%
OAJ
1471
Ogorek Anthony Joseph
New York
$41K – – –
HS
1472
Horan Securities
United States
$40K – – –
CC
1473
Corsicana & Co
Texas
$40K – – –
PP
1474
PFS Partners
New Jersey
$39.5K +$39.5K +500 New
RAM
1475
Riggs Asset Management
Pennsylvania
$39K – – –
57 58
59
60 61