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Morgan Stanley
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Overview Fund Activity

1,594 hedge funds and large institutions have $109B invested in Morgan Stanley in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 603 increasing their positions, 645 reducing their positions, and 157 closing their positions.

Holders
1,594
Holders Change
-64
Holders Change %
-3.86%
% of All Funds
26.95%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.39%
New
112
Increased
603
Reduced
645
Closed
157
Calls
$1.68B
Puts
$2.62B
Net Calls
-$940M
Net Calls Change
+$337M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$374M
3
Capital International Investors
3
Capital International Investors
California
$1.73B
4
Franklin Resources
4
Franklin Resources
California
$790M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$194M

Top Sellers

1
State Street
1
State Street
Massachusetts
$9.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.07B
3
BlackRock
3
BlackRock
New York
$7.16B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$654M
5
Bessemer Group
5
Bessemer Group
New Jersey
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$746M 9,802,545 -1,679,532 -15%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$654M 8,601,358 -3,398,999 -28%
Primecap Management
28
Primecap Management
California
$612M 8,049,204 -335,960 -4%
Charles Schwab
29
Charles Schwab
California
$534M 7,020,999 -53,399 -0.8%
UBS Group
30
UBS Group
Switzerland
$469M 6,168,026 -937,686 -13%
UBS AM
31
UBS AM
Illinois
$469M 6,163,637 +539,483 +10%
CS
32
Credit Suisse
Switzerland
$422M 5,543,155 +1,158,383 +26%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$390M 5,131,676 +446,715 +10%
Wells Fargo
34
Wells Fargo
California
$390M 5,128,990 -785,771 -13%
OTPPB
35
Ontario Teachers' Pension Plan Board
Ontario, Canada
$385M 5,057,620 -110,698 -2%
Morgan Stanley
36
Morgan Stanley
New York
$374M 4,917,316 +4,783,552 +3,576%
Capital World Investors
37
Capital World Investors
California
$374M 4,914,772 – –
Principal Financial Group
38
Principal Financial Group
Iowa
$370M 4,858,720 -44,671 -0.9%
Citigroup
39
Citigroup
New York
$354M 4,655,846 +1,068,523 +30%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$345M 4,531,055 +190,551 +4%
LSV Asset Management
41
LSV Asset Management
Illinois
$331M 4,346,316 -266,479 -6%
Amundi
42
Amundi
France
$330M 4,412,823 +521,087 +13%
Deutsche Bank
43
Deutsche Bank
Germany
$325M 4,274,711 -623,316 -13%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$308M 4,046,170 -89,700 -2%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$295M 3,771,917 +402,496 +12%
AllianceBernstein
46
AllianceBernstein
Tennessee
$273M 3,590,055 +36,354 +1%
Lord, Abbett & Co
47
Lord, Abbett & Co
New Jersey
$266M 3,495,807 -491,122 -12%
Fayez Sarofim & Co
48
Fayez Sarofim & Co
Texas
$259M 3,411,212 – –
Barclays
49
Barclays
United Kingdom
$259M 3,402,932 -973,569 -22%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$258M 3,390,425 -97,104 -3%
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