MS icon

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.

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
1
Capital International Investors
California
$1.81B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.33B
3
OTPPB
3
Ontario Teachers' Pension Plan Board
Ontario, Canada
$452M
4
Bank of America
4
Bank of America
North Carolina
$2.25B
5
Goldman Sachs
5
Goldman Sachs
New York
$1B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.46B
3
BlackRock
3
BlackRock
New York
$8.73B
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$1.2B
5
Ameriprise
5
Ameriprise
Minnesota
$1.59B
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$304M 3,369,421 -368,846 -10%
Fayez Sarofim & Co
52
Fayez Sarofim & Co
Texas
$298M 3,411,212 -2,679 -0.1%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$290M 3,321,432 +68,890 +2%
Bessemer Group
54
Bessemer Group
New Jersey
$265M 3,034,168 +2,621,021 +634%
Nordea Investment Management
55
Nordea Investment Management
Sweden
$257M 2,858,024 -1,384 -0%
First Trust Advisors
56
First Trust Advisors
Illinois
$252M 2,888,545 +441,631 +18%
CCM
57
Cullen Capital Management
New York
$240M 2,741,878 +135,497 +5%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$238M 2,720,907 -162,435 -6%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$231M 2,641,042 -63,920 -2%
EVM
60
Eaton Vance Management
Massachusetts
$207M 2,371,194 -166,604 -7%
Prudential Financial
61
Prudential Financial
New Jersey
$206M 2,361,096 -573,909 -20%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$206M 2,356,825 +34,626 +1%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$203M 2,322,456 +293,773 +14%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$200M 2,287,304 -168,013 -7%
KBC Group
65
KBC Group
Belgium
$196M 2,240,651 -424,303 -16%
Allianz Asset Management
66
Allianz Asset Management
Germany
$192M 2,194,231 -777,157 -26%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$178M 2,005,554 -2,277 -0.1%
ATN
68
AMF Tjänstepension
Sweden
$177M 2,026,721 -397,858 -16%
FI
69
Focused Investors
California
$173M 1,983,400 -66,900 -3%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$172M 1,962,677 +14,380 +0.7%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$168M 1,926,471 +547,205 +40%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$164M 1,875,500 +104,855 +6%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$161M 1,841,007 -84,543 -4%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$153M 1,750,273 -403,318 -19%
National Pension Service
75
National Pension Service
South Korea
$152M 1,739,298 -143,081 -8%
1 2
3
4 5