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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 %
WHG
676
Westwood Holdings Group
Texas
$1.58M +$14.7K +193 +0.9%
CCFP
677
Charles Carroll Financial Partners
Massachusetts
$1.58M -$114K -1,500 -7%
CCT
678
Chemung Canal Trust
New York
$1.58M -$49.9K -656 -3%
CIP
679
Convergence Investment Partners
Florida
$1.57M +$304 +4 +0%
MFG
680
Merit Financial Group
Georgia
$1.56M +$1.35M +17,759 +663%
MGP
681
Metis Global Partners
California
$1.55M -$127K -1,674 -8%
CP
682
Cumberland Partners
Ontario, Canada
$1.55M -$2.12M -27,902 -58%
PMA
683
Prudent Man Advisors
Illinois
$1.55M -$7.99K -105 -0.5%
MOS
684
MGO One Seven
Ohio
$1.55M -$147K -1,932 -9%
YWP
685
YorkBridge Wealth Partners
New York
$1.54M -$33.8K -444 -2%
LIM
686
Longfellow Investment Management
Massachusetts
$1.54M +$385K +5,064 +33%
Lazard Asset Management
687
Lazard Asset Management
New York
$1.53M +$87.3K +1,148 +6%
UIA
688
UBP Investment Advisors
Switzerland
$1.53M – – –
CCP
689
Clarkston Capital Partners
Michigan
$1.53M – – –
ATPW
690
Ashton Thomas Private Wealth
Arizona
$1.52M +$424K +5,581 +39%
CCP
691
Cunning Capital Partners
North Carolina
$1.51M +$1.51M +19,870 New
TI
692
Tidal Investments
Wisconsin
$1.5M -$107K -1,403 -7%
Kovitz Investment Group Partners
693
Kovitz Investment Group Partners
Illinois
$1.49M -$18.4K -242 -1%
SW
694
SVB Wealth
Massachusetts
$1.49M +$273K +3,585 +22%
CM
695
Castleark Management
Illinois
$1.49M -$1.49M -19,600 -50%
LIM
696
Leavell Investment Management
Alabama
$1.48M +$129K +1,696 +10%
BPM
697
Bowling Portfolio Management
Ohio
$1.48M +$622K +8,176 +73%
H6H
698
Hightower 6M Holding
Kansas
$1.48M -$22.1K -290 -1%
MWM
699
Modera Wealth Management
New Jersey
$1.47M +$533 +7 +0%
P
700
Pitcairn
Pennsylvania
$1.46M -$87.9K -1,155 -6%
26 27
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