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Morgan Stanley
MS

Overview Fund Activity

1,658 hedge funds and large institutions have $129B invested in Morgan Stanley in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 674 increasing their positions, 609 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
-44
Holders Change %
-2.59%
% of All Funds
26.24%
Holding in Top 10
31
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-34.04%
% of All Funds
0.49%
New
140
Increased
674
Reduced
609
Closed
163
Calls
$2.11B
Puts
$3.38B
Net Calls
-$1.28B
Net Calls Change
+$1.54B

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.59B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.17B
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$452M
4
Bank of America
Bank of America
North Carolina
+$263M
5
Goldman Sachs
Goldman Sachs
New York
+$230M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$818M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$747M
3
BlackRock
BlackRock
New York
-$605M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$519M
5
Ameriprise
Ameriprise
Minnesota
-$475M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
626
HCR Wealth Advisors
California
$2.32M +$7.78K +89 +0.3%
NLP
627
Next Level Private
New York
$2.29M -$2.88K -33 -0.1%
CAN
628
Cetera Advisor Networks
California
$2.28M -$1.06M -12,421 -32%
HFG
629
Heron Financial Group
New York
$2.28M -$65.9K -754 -3%
HWM
630
HB Wealth Management
Georgia
$2.27M +$34.3K +393 +2%
RWM
631
Ritholtz Wealth Management
New York
$2.26M +$80.1K +916 +4%
KFP
632
KMG Fiduciary Partners
Ohio
$2.26M -$669K -7,655 -23%
MC
633
Moors & Cabot
Massachusetts
$2.2M +$579K +7,800 +36%
GWM
634
Greenwich Wealth Management
Connecticut
$2.2M -$14.2K -162 -0.6%
ASN
635
Advisory Services Network
Georgia
$2.19M +$38.2K +437 +2%
ANI
636
American National Insurance
Texas
$2.19M -$435K -4,975 -17%
NERM
637
New England Research & Management
Illinois
$2.18M +$251K +2,876 +13%
AWM
638
Axxcess Wealth Management
California
$2.17M -$3.41M -39,063 -61%
SLI
639
Sumitomo Life Insurance
Japan
$2.17M -$34.7K -397 -2%
IWC
640
Integrated Wealth Concepts
Massachusetts
$2.17M +$544K +6,220 +33%
CHC
641
City Holding Co
West Virginia
$2.17M -$13.1K -150 -0.6%
BRWA
642
B. Riley Wealth Advisors
Florida
$2.17M -$253K -2,890 -10%
MYLI
643
Meiji Yasuda Life Insurance
Japan
$2.14M -$464K -5,311 -18%
Koshinski Asset Management
644
Koshinski Asset Management
Illinois
$2.14M -$108K -1,238 -5%
BONH
645
Bank of New Hampshire
New Hampshire
$2.13M -$3.85K -44 -0.2%
TYCC
646
Texas Yale Capital Corp
Florida
$2.12M +$21.8K +250 +1%
CI
647
Cigna Investments
Connecticut
$2.1M -$685K -7,840 -25%
HCCM
648
Hudson Canyon Capital Management
New York
$2.1M -$69.4K -794 -3%
MYAM
649
Meiji Yasuda Asset Management
Japan
$2.1M -$626K -7,160 -23%
RFC
650
Regions Financial Corp
Alabama
$2.09M -$344K -3,941 -14%
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