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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 %
GWM
551
Geneos Wealth Management
Colorado
$2.77M +$173K +2,256 +7%
Assenagon Asset Management
552
Assenagon Asset Management
Luxembourg
$2.77M -$142K -1,870 -5%
AHC
553
Adell Harriman & Carpenter
Texas
$2.74M +$1.1M +14,480 +67%
KJHP
554
K.J. Harrison & Partners
Ontario, Canada
$2.72M -$161K -2,120 -6%
BFPW
555
BOK Financial Private Wealth
Colorado
$2.69M -$1.23M -16,124 -31%
GT
556
Greenleaf Trust
Michigan
$2.67M +$116K +1,530 +5%
HWM
557
HB Wealth Management
Georgia
$2.67M +$692K +9,099 +35%
DAS
558
Dynamic Advisor Solutions
Arizona
$2.66M +$27.9K +367 +1%
Federated Hermes
559
Federated Hermes
Pennsylvania
$2.65M -$72.8K -957 -3%
KIA
560
KCM Investment Advisors
California
$2.64M -$92.2K -1,213 -3%
AIA
561
Affinity Investment Advisors
California
$2.63M +$58.8K +773 +2%
LNWWM
562
Laird Norton Wetherby Wealth Management
California
$2.61M +$127K +1,671 +5%
IAN
563
Integrated Advisors Network
Texas
$2.59M +$68.5K +900 +3%
FM
564
Foster & Motley
Ohio
$2.59M -$99K -1,302 -4%
MMC
565
Mizuho Markets Cayman
Cayman Islands
$2.59M -$1.72M -22,662 -40%
HAIM
566
Hunter Associates Investment Management
Pennsylvania
$2.57M -$429K -5,647 -14%
MYLI
567
Meiji Yasuda Life Insurance
Japan
$2.57M +$705K +9,263 +38%
BAM
568
Belpointe Asset Management
Nevada
$2.54M -$109K -1,434 -4%
AF
569
Alerus Financial
North Dakota
$2.54M +$3.88K +51 +0.2%
SYBT
570
Stock Yards Bank & Trust
Kentucky
$2.51M +$2.07M +27,173 +461%
LNC
571
Lincoln National Corp
Pennsylvania
$2.51M +$389K +5,162 +18%
PWMG
572
Pinnacle Wealth Management Group
Michigan
$2.5M -$22.8K -300 -0.9%
BAMF
573
BI Asset Management Fondsmaeglerselskab
Denmark
$2.5M -$30.6K -402 -1%
WJWM
574
Williams Jones Wealth Management
New York
$2.5M +$400K +5,254 +19%
RJT
575
Raymond James Trust
Florida
$2.49M -$257K -3,372 -9%
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