MS icon

Morgan Stanley
MS

Overview Fund Activity

1,702 hedge funds and large institutions have $146B invested in Morgan Stanley in 2021 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 640 increasing their positions, 584 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,702
Holders Change
+125
Holders Change %
+7.93%
% of All Funds
26.29%
Holding in Top 10
47
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.56%
% of All Funds
0.73%
New
243
Increased
640
Reduced
584
Closed
97
Calls
$2.44B
Puts
$5.26B
Net Calls
-$2.82B
Net Calls Change
-$561M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$725M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$365M
3
State Street
State Street
Massachusetts
+$266M
4
Capital International Investors
Capital International Investors
California
+$256M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$216M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.78B
2
BlackRock
BlackRock
New York
-$628M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$487M
4
GQG Partners
GQG Partners
Florida
-$329M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
476
MainStreet Investment Advisors
Illinois
$5.38M -$174K -1,769 -3%
CIM
477
Contravisory Investment Management
Massachusetts
$5.32M +$5.32M +54,217 New
SCP
478
Stamos Capital Partners
California
$5.3M +$5.3M +54,000 New
HVIA
479
Hudson Valley Investment Advisors
New York
$5.26M +$74.6K +760 +1%
SC
480
Sepio Capital
Utah
$5.23M +$4.99M +50,800 +2,030%
NG
481
NWK Group
California
$5.18M +$54K +550 +1%
Bank Julius Baer & Co
482
Bank Julius Baer & Co
Switzerland
$5.17M -$7.15M -72,871 -58%
Point72 Asset Management
483
Point72 Asset Management
Connecticut
$5.11M -$4.03M -41,100 -44%
PWP
484
Private Wealth Partners
California
$5.1M +$5.1M +51,915 New
PSP
485
Principal Street Partners
Tennessee
$5.07M +$119K +1,210 +2%
CIG
486
Consolidated Investment Group
Colorado
$5.07M – – –
MLM
487
Mount Lucas Management
Pennsylvania
$5.02M -$7.06M -71,890 -58%
BFPW
488
BOK Financial Private Wealth
Colorado
$5.01M -$32K -326 -0.6%
ERWM
489
Elk River Wealth Management
Colorado
$4.98M +$174K +1,772 +4%
KIG
490
Kessler Investment Group
Indiana
$4.97M +$1M +10,237 +25%
SEC
491
Seven Eight Capital
New York
$4.93M +$3.72M +37,897 +309%
BCV
492
Banque Cantonale Vaudoise
Switzerland
$4.86M -$1.35M -13,800 -22%
FA
493
FDx Advisors
Illinois
$4.85M +$572K +5,830 +13%
OAMG
494
Odey Asset Management Group
United Kingdom
$4.85M – – –
AFG
495
Albion Financial Group
Utah
$4.84M +$113K +1,150 +2%
Carson Wealth (CWM LLC)
496
Carson Wealth (CWM LLC)
Nebraska
$4.8M +$4.8M +48,892 New
CCP
497
Corient Capital Partners
California
$4.76M -$11.6K -118 -0.2%
FHB
498
First Hawaiian Bank
Hawaii
$4.75M -$24.7K -252 -0.5%
TCA
499
Transcend Capital Advisors
New Jersey
$4.72M +$495K +5,038 +12%
NB
500
Norinchukin Bank
Japan
$4.7M -$151K -1,536 -3%
18 19
20
21 22