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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 %
JFA
1551
JNBA Financial Advisors
Minnesota
$3K -$10.4K -138 -78%
MWM
1552
Mascoma Wealth Management
New Hampshire
$3K – – –
FWM
1553
Focused Wealth Management
New York
$3K – – –
CWA
1554
Core Wealth Advisors
Florida
$3K – – –
TFM
1555
TFC Financial Management
Massachusetts
$3K – – –
EIP
1556
Ellis Investment Partners
Pennsylvania
$3K +$3K +42 New
APW
1557
Acima Private Wealth
Virginia
$2.05K – – –
CTB
1558
Country Trust Bank
Illinois
$2K -$4.07K -61 -67%
CAM
1559
ClariVest Asset Management
California
$2K – – –
JWM
1560
Janiczek Wealth Management
Colorado
$2K – – –
TFA
1561
Toth Financial Advisory
Virginia
$2K – – –
WBC
1562
West Branch Capital
Massachusetts
$2K +$2K +21 New
HH
1563
HWG Holdings
Texas
$2K +$2K +26 New
MOS
1564
MGO One Seven
Ohio
$1.75K -$9 -105 -0.5%
BIM
1565
Baldwin Investment Management
Pennsylvania
$1.59K -$99 -1,253 -6%
AP
1566
Arlington Partners
Alabama
$1K -$11.6K -198 -92%
EC
1567
EdgeRock Capital
Colorado
$1K +$1K +10 New
CA
1568
Cetera Advisors
Colorado
$1K +$78 +700 +8%
PWP
1569
Principle Wealth Partners
Connecticut
$995 – – –
MGIM
1570
M&G Investment Management
United Kingdom
$240 -$36 -452 -13%
JMF
1571
Johnson Midwest Financial
Iowa
$26 – – –
WIM
1572
Westside Investment Management
California
$5 – – –
OTPPB
1573
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$385M -5,057,620 Closed
TPI
1574
Tesco Pension Investment
United Kingdom
– -$40.6M -533,976 Closed
VCM
1575
Voleon Capital Management
California
– -$38M -500,000 Closed
61 62
63
64 65