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 %
UFG
551
United Fire Group
Iowa
$3.73M +$1.96M +20,000 +111%
PFO
552
Pathstone Family Office
New Jersey
$3.72M +$715K +7,291 +24%
VNIM
553
Vaughan Nelson Investment Management
Texas
$3.65M -$118K -1,207 -3%
KIA
554
KCM Investment Advisors
California
$3.65M +$139K +1,417 +4%
AAS
555
Avantax Advisory Services
Texas
$3.62M +$125K +1,276 +4%
ECM
556
Everence Capital Management
Indiana
$3.61M +$668K +6,810 +23%
TU
557
TDAM USA
Ontario, Canada
$3.59M -$390K -3,975 -10%
SM
558
Sciencast Management
New Jersey
$3.59M +$1.35M +13,008 +60%
SWM
559
Sculati Wealth Management
Michigan
$3.55M +$32.2K +328 +0.9%
PP
560
Prudential plc
United Kingdom
$3.55M +$3.55M +36,120 New
XWM
561
Xcel Wealth Management
Florida
$3.49M +$1.03M +10,454 +42%
AIA
562
Affinity Investment Advisors
California
$3.49M -$60.2K -613 -2%
PWMAG
563
Pinnacle Wealth Management Advisory Group
New Jersey
$3.49M +$1.17M +11,941 +51%
NIM
564
Northeast Investment Management
Massachusetts
$3.46M -$251K -2,553 -7%
GDP
565
Great Diamond Partners
Maine
$3.46M -$38.7K -394 -1%
Assenagon Asset Management
566
Assenagon Asset Management
Luxembourg
$3.45M +$161K +1,639 +5%
AssetMark Inc
567
AssetMark Inc
California
$3.44M +$725K +7,382 +27%
OSNBOA
568
Old Second National Bank of Aurora
Illinois
$3.42M -$956K -14,256 -22%
CAM
569
Cresset Asset Management
Illinois
$3.41M -$255K -2,794 -7%
MWM
570
Modera Wealth Management
New Jersey
$3.36M -$1.12M -11,423 -25%
HAI
571
Hennessy Advisors Inc
California
$3.35M -$39.3K -400 -1%
GT
572
Greenleaf Trust
Michigan
$3.34M +$276K +2,815 +9%
LNWWM
573
Laird Norton Wetherby Wealth Management
California
$3.3M +$45.6K +464 +1%
KFP
574
KMG Fiduciary Partners
Ohio
$3.29M -$686K -6,988 -17%
CIC
575
Chase Investment Counsel
Virginia
$3.28M -$4.12K -42 -0.1%
21 22
23
24 25