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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
$1.28B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.3B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.46B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$3.89B
5
Neuberger Berman Group
Neuberger Berman Group
New York
$252M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$8.98B
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
BlackRock
BlackRock
New York
$7.14B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$819M
5
Norges Bank
Norges Bank
Norway
$877M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
1601
AIA Group
Hong Kong
– -$1.34M -17,600 Closed
JC
1602
JB Capital
Connecticut
– -$1.11M -14,640 Closed
NIMI
1603
Natixis Investment Managers International
France
– -$950K -12,497 Closed
HI
1604
HBK Investments
Texas
– -$943K -12,403 Closed
LWAM
1605
Legacy Wealth Asset Management
Minnesota
– -$942K -12,389 Closed
IA
1606
Icon Advisers
Colorado
– -$867K -11,400 Closed
MC
1607
Muhlenkamp & Co
Pennsylvania
– -$822K -10,805 Closed
LCS
1608
Levin Capital Strategies
New York
– -$799K -10,500 Closed
TI
1609
Trexquant Investment
Connecticut
– -$758K -9,969 Closed
EWA
1610
EP Wealth Advisors
California
– -$684K -8,995 Closed
BAAM
1611
Baker Avenue Asset Management
California
– -$630K -8,279 Closed
BC
1612
Bridgefront Capital
Texas
– -$615K -8,080 Closed
RCG
1613
Resource Consulting Group
Florida
– -$559K -7,356 Closed
VNB
1614
Virginia National Bank
Virginia
– -$521K -6,850 Closed
QT
1615
Quantamental Technologies
New York
– -$516K -6,790 Closed
GA
1616
GraniteShares Advisors
New York
– -$509K -6,703 Closed
JWCA
1617
J.W. Coons Advisors
Ohio
– -$480K -6,311 Closed
GCP
1618
GSA Capital Partners
United Kingdom
– -$470K -6,184 Closed
C
1619
Certuity
Florida
– -$431K -5,671 Closed
JAM
1620
Jupiter Asset Management
United Kingdom
– -$396K -5,200 Closed
B
1621
Barings
North Carolina
– -$374K -4,928 Closed
SRAM
1622
Spouting Rock Asset Management
Pennsylvania
– -$365K -4,805 Closed
CCC
1623
Chelsea Counsel Company
California
– -$363K -4,776 Closed
OFS
1624
OneAscent Financial Services
Alabama
– -$348K -4,571 Closed
ARC
1625
Advisor Resource Council
Texas
– -$335K -4,398 Closed
63 64
65
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