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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 %
AFM
701
Abbot Financial Management
Massachusetts
$1.45M -$7.61K -100 -0.5%
FFM
702
Forum Financial Management
Illinois
$1.44M +$160K +2,098 +12%
IIL
703
Insight Inv LLC
California
$1.43M +$56.3K +740 +4%
CG
704
Caprock Group
Idaho
$1.42M -$183K -2,401 -11%
BBA
705
Baader Bank Aktiengesellschaft
Germany
$1.42M +$274K +3,600 +24%
BDF
706
Balasa Dinverno & Foltz
$1.41M -$50.1K -658 -3%
Luther King Capital Management (LKCM)
707
Luther King Capital Management (LKCM)
Texas
$1.4M +$467K +5,580 +50%
FTDI
708
First Trust Direct Indexing
Massachusetts
$1.38M -$855K -11,238 -38%
IFWM
709
Institute for Wealth Management
Colorado
$1.38M -$10.6K -139 -0.8%
AIM
710
Acropolis Investment Management
Missouri
$1.37M -$4.49K -59 -0.3%
WWM
711
Western Wealth Management
Colorado
$1.36M -$15.8K -207 -1%
AA
712
Altman Advisors
Illinois
$1.36M +$1.36M +16,246 New
TMAM
713
Tokio Marine Asset Management
Japan
$1.35M +$217K +2,855 +19%
HI
714
Hoey Investments
Pennsylvania
$1.35M +$46.2K +607 +4%
EIM
715
Essex Investment Management
Massachusetts
$1.35M -$232K -3,052 -15%
TIA
716
Tiemann Investment Advisors
California
$1.35M – – –
DCM
717
Decatur Capital Management
Georgia
$1.35M +$1.9K +25 +0.1%
MP
718
McDonald Partners
Ohio
$1.35M -$13.5K -178 -1%
AG
719
AIA Group
Hong Kong
$1.34M +$622K +8,177 +87%
SFS
720
Sowell Financial Services
Arkansas
$1.34M +$497K +6,529 +59%
UCFA
721
United Capital Financial Advisors
Texas
$1.33M +$47.5K +625 +4%
BBHC
722
Brown Brothers Harriman & Co
New York
$1.33M +$34.8K +457 +3%
MCM
723
MAI Capital Management
Ohio
$1.33M -$46.8K -615 -3%
GF
724
Gries Financial
Ohio
$1.33M +$456K +5,993 +52%
TIA
725
Trust Investment Advisors
Indiana
$1.33M -$8.06K -106 -0.6%
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