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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 %
TIA
726
Tiemann Investment Advisors
California
$1.55M -$29.7K -340 -2%
DCM
727
Decatur Capital Management
Georgia
$1.55M +$155K +1,770 +11%
TIA
728
Trust Investment Advisors
Indiana
$1.53M +$9.7K +111 +0.6%
WSFS
729
Wilmington Savings Fund Society
Delaware
$1.52M +$3.58K +41 +0.2%
TPCW
730
TD Private Client Wealth
New York
$1.52M -$116K -1,330 -7%
SAI
731
Systematic Alpha Investments
New Jersey
$1.51M – – –
WPC
732
White Pine Capital
Minnesota
$1.51M +$90.9K +1,040 +6%
HI
733
Hoey Investments
Pennsylvania
$1.5M +$845K +9,669 +129%
CFB
734
Cullen/Frost Bankers
Texas
$1.49M +$54.7K +626 +4%
BBHC
735
Brown Brothers Harriman & Co
New York
$1.49M +$585K +6,696 +65%
UCFA
736
United Capital Financial Advisors
Texas
$1.48M +$466K +5,330 +46%
FFM
737
Forum Financial Management
Illinois
$1.47M +$87 +1 +0%
LW
738
Linscomb Wealth
Texas
$1.47M +$1.21M +13,901 +483%
SA
739
Strategic Advisors
New York
$1.46M +$1.46M +16,704 New
OR
740
Olympiad Research
Connecticut
$1.45M +$42.3K +484 +3%
GWSG
741
GPS Wealth Strategies Group
Colorado
$1.45M -$22.2K -254 -2%
RIM
742
Redwood Investment Management
Arizona
$1.45M +$153K +1,749 +12%
SC
743
SouthState Corp
Florida
$1.44M -$214K -2,446 -13%
BPCA
744
Bank Pictet & Cie (Asia)
Singapore
$1.43M – – –
PF
745
Phoenix Financial
Israel
$1.42M +$1.42M +16,210 New
SW
746
SVB Wealth
Massachusetts
$1.4M +$29K +332 +2%
WA
747
WestEnd Advisors
North Carolina
$1.4M -$1.67K -17 Closed
SLWA
748
San Luis Wealth Advisors
California
$1.4M +$1.4M +14,244 New
DC
749
Davenport & Co
Virginia
$1.39M +$360K +4,120 +35%
VIA
750
Vident Investment Advisory
Georgia
$1.38M -$178K -2,038 -11%
28 29
30
31 32