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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 %
FBC
1651
Fairfield, Bush & Co
Connecticut
– -$94K -1,240 Closed
TCWM
1652
Total Clarity Wealth Management
Illinois
– -$91K -1,202 Closed
FCB
1653
First Command Bank
Texas
– -$43K -567 Closed
FCFS
1654
First Command Financial Services
Texas
– -$43K -567 Closed
AIL
1655
AGF Investments LLC
Ontario, Canada
– -$41K -537 Closed
MS
1656
Marshall & Sullivan
Washington
– -$38K -500 Closed
DA
1657
Denali Advisors
California
– -$38K -500 Closed
GL
1658
GHE LLC
Tennessee
– -$42K -480 Closed
MWA
1659
Miller Wealth Advisors
Colorado
– -$35K -455 Closed
BMD
1660
Better Money Decisions
New Mexico
– -$32K -427 Closed
SC
1661
Siena Capital
Ohio
– -$31K -408 Closed
AA
1662
AlphaMark Advisors
Kentucky
– -$30K -400 Closed
HF
1663
Halpern Financial
Virginia
– -$22.8K -300 Closed
COCM
1664
Charter Oak Capital Management
New Hampshire
– -$21K -279 Closed
WOSD
1665
WFA of San Diego
California
– -$15K -200 Closed
AIP
1666
Ahrens Investment Partners
Louisiana
– -$14K -190 Closed
SFG
1667
Steward Financial Group
Texas
– -$10K -144 Closed
TWP
1668
TFO Wealth Partners
Ohio
– -$9K -113 Closed
STCOSD
1669
Sageworth Trust Company of South Dakota
South Dakota
– -$4K -53 Closed
FBT
1670
First Bank & Trust
South Dakota
– -$2K -30 Closed
JPLA
1671
Joseph P. Lucia & Associates
New York
– -$2K -29 Closed
DC
1672
Darrow Company
Massachusetts
– -$1K -26 Closed
CFFP
1673
Center for Financial Planning
Michigan
– -$2K -21 Closed
MAM
1674
Marquette Asset Management
Minnesota
– -$1K -8 Closed
CAM
1675
CenterStar Asset Management
Illinois
– -$981K – –
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