Morgan Stanley
1,584 hedge funds and large institutions have $113B invested in Morgan Stanley in 2022 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 636 increasing their positions, 609 reducing their positions, and 106 closing their positions.
26% more funds holding in top 10
Funds holding in top 10: 23 → 29 (+6)
4% more repeat investments, than reductions
Existing positions increased: 636 | Existing positions reduced: 609
3% more capital invested
Capital invested by funds: $110B → $113B (+$2.98B)
2% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 106
0.62% more ownership
Funds ownership: 82.37% → 82.99% (+0.62%)
1% less funds holding
Funds holding: 1,604 → 1,584 (-20)
22% less call options, than puts
Call options by funds: $2.26B | Put options by funds: $2.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$951M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$633M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$411M |
| 4 |
Neuberger Berman Group
New York
|
+$148M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$475M |
| 2 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$385M |
| 3 |
BlackRock
New York
|
-$318M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$310M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$300M |
MS Hedge Fund Activity: Q3 2022 in Review
1,584 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2022, worth a combined $113B — up 2.7% from $110B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new MS positions and 106 closed out — a net gain of 2 holders — while 636 added to existing stakes and 609 trimmed.
The largest buyer was Capital World Investors, adding an estimated $951M. The largest seller was Vanguard Group, cutting an estimated $475M.
- 1,584 institutional investors held Morgan Stanley (MS) as of Q3 2022, down from 1,604 in Q2 2022.
- Funds reported $113B of Morgan Stanley stock for Q3 2022, up 2.7% quarter-over-quarter.
- 108 funds opened new Morgan Stanley positions in Q3 2022 and 106 closed out, a net change of +2 holders.
- The largest Morgan Stanley buyer in Q3 2022 was Capital World Investors, an estimated $951M added.
- The largest Morgan Stanley seller in Q3 2022 was Vanguard Group, an estimated $475M sold.
Based on aggregated 13F filings for Q3 2022.