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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 %
ACI
1626
Alpha Cubed Investments
California
– -$332K -4,360 Closed
ER
1627
Enlightenment Research
Florida
– -$317K -4,162 Closed
OWM
1628
OneAscent Wealth Management
Alabama
– -$311K -4,083 Closed
SMA
1629
Sage Mountain Advisors
Georgia
– -$307K -4,037 Closed
TWM
1630
Tanager Wealth Management
United Kingdom
– -$300K -3,945 Closed
CF
1631
Cantor Fitzgerald
New York
– -$289K -3,800 Closed
DWM
1632
Drive Wealth Management
Utah
– -$286K -3,760 Closed
HFS
1633
Howard Financial Services
Texas
– -$245K -3,220 Closed
DU
1634
Delphia (USA)
Ontario, Canada
– -$237K -3,112 Closed
F4L
1635
Fortune 45 LLC
Louisiana
– -$224K -2,955 Closed
RWA
1636
River Wealth Advisors
Pennsylvania
– -$224K -2,940 Closed
VWM
1637
Vigilare Wealth Management
Arizona
– -$218K -2,870 Closed
JSL
1638
JT Stratford LLC
Georgia
– -$218K -2,867 Closed
CWA
1639
Canvas Wealth Advisors
Kansas
– -$217K -2,851 Closed
BCM
1640
Bluefin Capital Management
New York
– -$222K -2,840 Closed
WAM
1641
Weatherly Asset Management
California
– -$204K -2,684 Closed
WWM
1642
Windsor Wealth Management
Indiana
– -$202K -2,683 Closed
NEWAS
1643
N.E.W. Advisory Services
Wisconsin
– -$201K -2,641 Closed
MAG
1644
Mayfair Advisory Group
Alabama
– -$212K -2,517 Closed
CPIG
1645
Chicago Partners Investment Group
Illinois
– -$205K -2,435 Closed
GLLW
1646
Graves Light Lenhart Wealth
Virginia
– -$126K -1,658 Closed
VRM
1647
Vectors Research Management
New York
– -$114K -1,503 Closed
GGI
1648
Godsey & Gibb Inc
Virginia
– -$109K -1,436 Closed
JG
1649
Jefferies Group
New York
– -$106K -1,388 Closed
Parallax Volatility Advisers
1650
Parallax Volatility Advisers
California
– -$101K -1,326 Closed
63 64 65
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