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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 %
IIA
601
IPG Investment Advisors
California
$2.19M +$380K +5,000 +21%
VVP
602
Venture Visionary Partners
Ohio
$2.18M +$32.1K +422 +1%
DGAM
603
Desjardins Global Asset Management
Quebec, Canada
$2.17M -$1.64M -21,579 -43%
GM
604
Granger Management
New York
$2.17M +$1.11M +14,605 +105%
PAS
605
Park Avenue Securities
New York
$2.15M +$9.43K +124 +0.4%
LWCFA
606
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.15M -$8.44K -111 -0.4%
PF
607
Phoenix Financial
Israel
$2.11M +$873K +11,396 +70%
UHC
608
Union Heritage Capital
Michigan
$2.11M – – –
MC
609
Moors & Cabot
Massachusetts
$2.1M +$148K +2,238 +8%
KPWS
610
Kestra Private Wealth Services
Texas
$2.09M -$200K -2,636 -9%
FDS
611
Freedom Day Solutions
Texas
$2.07M -$24.4K -321 -1%
DCM
612
Dimension Capital Management
Florida
$2.06M -$3.04K -40 -0.1%
BPA
613
Beacon Pointe Advisors
California
$2.06M -$666K -8,734 -24%
RWM
614
Ritholtz Wealth Management
New York
$2.04M +$72.6K +955 +4%
ICG
615
InterOcean Capital Group
Tennessee
$2.03M +$911K +11,979 +82%
DTL
616
Dynamic Technology Lab
Singapore
$2.01M -$17.3K -227 -0.9%
HFG
617
Heron Financial Group
New York
$2.01M +$31.2K +410 +2%
LW
618
Linscomb Wealth
Texas
$2.01M +$730K +9,592 +57%
CANC
619
Culbertson A N & Co
Virginia
$2M -$38K -500 -2%
BCM
620
Brasada Capital Management
Texas
$1.99M +$604K +7,945 +44%
GDP
621
Great Diamond Partners
Maine
$1.97M -$61.7K -811 -3%
GWMIA
622
Global Wealth Management Investment Advisory
Florida
$1.96M +$414K +5,445 +27%
AWM
623
Axxcess Wealth Management
California
$1.95M +$61.8K +812 +3%
HIP
624
HUB Investment Partners
Texas
$1.95M +$370K +4,861 +23%
Pacer Advisors
625
Pacer Advisors
Pennsylvania
$1.95M -$5.57M -73,284 -74%
23 24
25
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