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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.

Holders
1,573
Holders Change
-21
Holders Change %
-1.32%
% of All Funds
27.21%
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
1
Capital World Investors
California
$1.28B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.3B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.46B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.89B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$252M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.98B
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
BlackRock
3
BlackRock
New York
$7.14B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$819M
5
Norges Bank
5
Norges Bank
Norway
$877M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$29.8B 377,085,167 – –
State Street
2
State Street
Massachusetts
$9.59B 121,341,253 -1,359,994 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.98B 113,663,163 -5,641,042 -5%
BlackRock
4
BlackRock
New York
$7.14B 90,370,009 -3,770,987 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.89B 49,209,446 +4,881,848 +11%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$3.45B 43,722,452 +1,233,144 +3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$2.25B 28,456,871 +1,220,461 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.03B 25,670,203 -1,582,532 -6%
Capital International Investors
9
Capital International Investors
California
$1.89B 23,931,378 +1,221,636 +5%
Bank of America
10
Bank of America
North Carolina
$1.83B 23,202,669 -952,345 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.83B 23,160,476 -538,432 -2%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$1.69B 21,340,359 -144,682 -0.7%
Fisher Asset Management
13
Fisher Asset Management
Washington
$1.46B 18,416,436 +7,514,505 +69%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$1.3B 16,407,558 +7,806,200 +91%
Capital World Investors
15
Capital World Investors
California
$1.28B 16,201,785 +11,287,013 +230%
Ameriprise
16
Ameriprise
Minnesota
$1.21B 15,265,542 -1,730,741 -10%
Northern Trust
17
Northern Trust
Illinois
$1.07B 13,513,842 -445,125 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.05B 13,235,217 -327,760 -2%
Eagle Capital Management (New York)
19
Eagle Capital Management (New York)
New York
$996M 12,611,416 -1,367,469 -10%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$894M 11,319,153 -421,117 -4%
Norges Bank
21
Norges Bank
Norway
$877M 11,101,124 -3,560,746 -24%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$865M 10,943,217 -202,634 -2%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$819M 10,358,018 -3,680,505 -26%
Goldman Sachs
24
Goldman Sachs
New York
$798M 10,096,169 +293,624 +3%
Invesco
25
Invesco
Georgia
$769M 9,736,090 -305,351 -3%
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