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Morgan Stanley
MS

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.

New
Increased
Maintained
Reduced
Closed
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
Wellington Management Group
Massachusetts
+$506M
2
Morgan Stanley
Morgan Stanley
New York
+$364M
3
Capital International Investors
Capital International Investors
California
+$149M
4
Franklin Resources
Franklin Resources
California
+$119M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$118M

Top Sellers

1
State Street
State Street
Massachusetts
-$589M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$541M
3
BlackRock
BlackRock
New York
-$436M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$259M
5
Bessemer Group
Bessemer Group
New Jersey
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
501
Sigma Planning Corp
Michigan
$3.48M -$40.2K -529 -1%
IFAM
502
Institutional & Family Asset Management
Colorado
$3.47M +$193K +2,536 +6%
LFAS
503
Level Four Advisory Services
Texas
$3.46M +$164K +2,160 +5%
VNIM
504
Vaughan Nelson Investment Management
Texas
$3.45M – – –
SPIA
505
Steward Partners Investment Advisory
New York
$3.45M -$263K -3,463 -7%
KWA
506
KCS Wealth Advisory
California
$3.44M +$97.8K +1,286 +3%
Los Angeles Capital Management
507
Los Angeles Capital Management
California
$3.4M +$550K +7,230 +19%
SI
508
Stephens Inc
Arkansas
$3.4M +$234K +3,078 +7%
LGF
509
LGT Group Foundation
Liechtenstein
$3.39M -$606K -7,965 -15%
RAM
510
Roanoke Asset Management
New Jersey
$3.38M +$57.8K +760 +2%
JIC
511
Joel Isaacson & Co
New York
$3.36M +$2.43K +32 +0.1%
HNB
512
Huntington National Bank
Ohio
$3.33M +$837 +11 +0%
P2P
513
Phase 2 Partners
California
$3.3M +$3.3M +43,364 New
MFA
514
Mayflower Financial Advisors
Massachusetts
$3.29M -$151K -1,985 -4%
USCWA
515
U.S. Capital Wealth Advisors
Texas
$3.24M -$5M -65,733 -61%
RIM
516
Regent Investment Management
Kentucky
$3.22M -$38K -500 -1%
VAS
517
Vestmark Advisory Solutions
Massachusetts
$3.22M +$98.4K +1,294 +3%
CFP
518
Cypress Financial Planning
New Jersey
$3.19M +$3.19M +41,973 New
HW
519
Hancock Whitney
Mississippi
$3.19M -$46.5K -612 -1%
PP
520
Patten & Patten
Tennessee
$3.17M -$77.1K -1,014 -2%
PWP
521
Private Wealth Partners
California
$3.16M -$557K -7,320 -15%
IIM
522
Intact Investment Management
Quebec, Canada
$3.16M -$335K -4,400 -10%
TL
523
Tradewinds LLC
North Carolina
$3.14M +$3.14M +41,303 New
TAM
524
Tocqueville Asset Management
New York
$3.13M -$3.8K -50 -0.1%
AAS
525
Avantax Advisory Services
Texas
$3.13M +$7.3K +96 +0.2%
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