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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 %
LF
1501
Lee Financial
Texas
$21K +$3.63K +47 +21%
BAM
1502
Byrne Asset Management
New Jersey
$20K – – –
SC
1503
Solstein Capital
California
$20K – – –
BCMLT
1504
Beacon Capital Management LLC (Tennessee)
Tennessee
$19K – – –
NIC
1505
Northwest Investment Counselors
Oregon
$18K -$2.48K -31 -12%
BC
1506
Barrett & Company
Rhode Island
$17K +$17K +200 New
WSC
1507
Wellington Shields & Co
New York
$16K -$44K -550 -73%
OCM
1508
Orion Capital Management
California
$16K -$8K -100 -33%
KC
1509
Knuff & Co
California
$16K -$8K -100 -33%
AW
1510
Avion Wealth
Texas
$16K -$6.15K -78 -28%
BCM
1511
Bourgeon Capital Management
Connecticut
$16K – – –
PP
1512
PrairieView Partners
Minnesota
$16K +$81 +1 +0.5%
CSPAM
1513
Cary Street Partners Asset Management
Virginia
$16K +$16K +199 New
LFG
1514
Larson Financial Group
Missouri
$14K -$15.7K -200 -53%
SC
1515
Schubert & Co
Texas
$14K +$7.53K +92 +116%
TIM
1516
Tortoise Investment Management
New York
$13K -$1.55K -19 -11%
SCA
1517
Stuart Chaussee & Associates
California
$13K – – –
SWM
1518
Sugarloaf Wealth Management
Georgia
$13K +$252 +3 +2%
KFS
1519
Kelly Financial Services
Massachusetts
$12.8K +$2.38K +30 +23%
FPB
1520
First PREMIER Bank
South Dakota
$12K – – –
ACK
1521
Andrew C. Karlinski
$11K -$775 -10 -7%
ETH
1522
Exos TFP Holdings
New York
$11K +$11K +134 New
SC
1523
Sierra Capital
Florida
$10K -$2.06K -26 -17%
JGIA
1524
Jackson Grant Investment Advisers
Connecticut
$10K – – –
SC
1525
Stephens Consulting
Michigan
$9.88K – – –
59 60
61
62 63