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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 %
SN
1526
Sittner & Nelson
Oregon
$9K -$19.3K -231 -68%
WWP
1527
WR Wealth Planners
Missouri
$8.23K +$79 +1 +1%
TSW
1528
Thompson Siegel & Walmsley
Virginia
$8K -$10.1M -126,050 -100%
GCM
1529
Gables Capital Management
Florida
$8K – – –
LWANC
1530
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K – – –
MBFW
1531
Morton Brown Family Wealth
Pennsylvania
$8K – – –
LWA
1532
Lowe Wealth Advisors
Maryland
$8K – – –
FCT
1533
First Community Trust
Iowa
$7K -$1.69K -20 -19%
AA
1534
Ancora Advisors
Ohio
$7K -$527 -7 -7%
BWP
1535
Baldwin Wealth Partners
Massachusetts
$7K – – –
TF
1536
TimeScale Financial
Massachusetts
$7K – – –
LFA
1537
Legend Financial Advisors
Pennsylvania
$6.87K +$6.87K +87 New
PCH
1538
Polar Capital Holdings
United Kingdom
$6.77K -$1.84K -23,316 -21%
PI
1539
PFS Investments
Georgia
$6.56K +$61 +766 +0.9%
FRA
1540
Front Row Advisors
California
$6K -$2.22K -30 -27%
WAM
1541
Worth Asset Management
Texas
$6K – – –
KFP
1542
KB Financial Partners
New Jersey
$6K – – –
TCM
1543
Tradewinds Capital Management
Washington
$6K +$6K +76 New
BA
1544
Bellwether Advisors
Nebraska
$6K +$6K +80 New
DI
1545
Disciplined Investments
Oklahoma
$5K -$985 -13 -16%
IUHSA
1546
Itau Unibanco Holding S.A.
Brazil
$5K +$5K +57 New
HGERS
1547
Householder Group Estate & Retirement Specialist
Arizona
$5K +$5K +71 New
YAL
1548
Your Advocates Ltd
Texas
$4K – – –
FGAM
1549
Financial Gravity Asset Management
Texas
$3.06K -$252 -104 -8%
Cetera Investment Advisers
1550
Cetera Investment Advisers
Illinois
$3K -$3.94K -46,402 -57%
60 61
62
63 64