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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 %
JWA
1476
JFS Wealth Advisors
Pennsylvania
$38K +$20.6K +258 +119%
OLVIG
1477
Oliver Lagore Vanvalin Investment Group
Michigan
$35K +$5.41K +68 +18%
ARMC
1478
American Research & Management Company
Massachusetts
$33K +$1.12K +14 +4%
S
1479
Surevest
California
$33K +$8.91K +111 +37%
PP
1480
Paloma Partners
Connecticut
$32K -$4.53M -56,631 -99%
MSFP
1481
Mark Sheptoff Financial Planning
Connecticut
$32K -$1.04K -13 -3%
GA
1482
GoalVest Advisory
New York
$32K – – –
BAM
1483
Baldrige Asset Management
Pennsylvania
$31K – – –
CLOS
1484
Compagnie Lombard Odier SCmA
Switzerland
$30K -$135K -1,691 -82%
EWM
1485
Evermay Wealth Management
Virginia
$28K – – –
CCA
1486
Column Capital Advisors
Indiana
$28K – – –
MCM
1487
MV Capital Management
Maryland
$27K +$3.06K +39 +13%
SIC
1488
SJS Investment Consulting
Ohio
$27K +$27K +342 New
ACM
1489
AUA Capital Management
Pennsylvania
$25K – – –
CPA
1490
Cowen Prime Advisors
New York
$25K – – –
MFT
1491
Moisand Fitzgerald Tamayo
Florida
$25K +$12.7K +160 +103%
MCA
1492
Maryland Capital Advisors
Maryland
$24K – – –
ICM
1493
Islay Capital Management
Texas
$24K – – –
AWM
1494
Abound Wealth Management
Tennessee
$23.9K +$23.9K +303 New
AP
1495
Atwood & Palmer
Missouri
$23K – – –
DMKJ
1496
David M. Knott Jr
$23K – – –
PP
1497
Pacifica Partners
Canada
$22K – – –
SC
1498
Seldon Capital
California
$22K – – –
HWMA
1499
Heritage Wealth Management (Arizona)
Arizona
$22K +$6.45K +83 +42%
APP
1500
Alpha Paradigm Partners
Illinois
$22K +$22K +275 New
58 59
60
61 62