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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 %
DI
751
Diligent Investors
California
$1.16M +$152 +2 +0%
CI
752
Conning Inc
Connecticut
$1.16M -$6.09K -80 -0.5%
GWSG
753
GPS Wealth Strategies Group
Colorado
$1.15M -$109K -1,435 -9%
SWM
754
Spire Wealth Management
Virginia
$1.15M -$565K -7,425 -33%
PA
755
Profund Advisors
Maryland
$1.15M -$355K -4,668 -24%
SFA
756
Sequoia Financial Advisors
Ohio
$1.15M -$176K -3,946 -13%
FCI
757
Financial Counselors Inc
Kansas
$1.15M +$343K +4,509 +43%
ST
758
Somerset Trust
Pennsylvania
$1.13M +$37.5K +493 +3%
TAM
759
Trust Asset Management
Texas
$1.13M +$40.5K +532 +4%
AWM
760
Apollon Wealth Management
South Carolina
$1.13M +$50.4K +663 +5%
MPA
761
Marvin & Palmer Associates
Delaware
$1.12M – – –
AFS
762
Aft Forsyth & Sober
Florida
$1.12M – – –
JC
763
JB Capital
Connecticut
$1.11M +$55.9K +735 +5%
SFG
764
SevenBridge Financial Group
Pennsylvania
$1.11M -$12.5K -164 -1%
NEI
765
Northwest & Ethical Investments
Ontario, Canada
$1.1M -$19.5K -256 -2%
CB
766
Community Bank
New York
$1.1M +$291K +3,825 +36%
ZIG
767
Zullo Investment Group
Pennsylvania
$1.09M -$40.4K -531 -4%
BPCA
768
Bank Pictet & Cie (Asia)
Singapore
$1.09M -$151K -1,990 -12%
SWM
769
SeaCrest Wealth Management
New York
$1.09M +$57.8K +760 +6%
SIA
770
Strategic Investment Advisors
Michigan
$1.09M +$114K +1,501 +12%
CWAG
771
Compton Wealth Advisory Group
Virginia
$1.08M +$35.6K +468 +3%
CA
772
CoreCap Advisors
Michigan
$1.08M +$291K +3,822 +37%
FMAEN1
773
Fund Management at Engine No 1
California
$1.08M +$162K +2,130 +18%
WW
774
Waterfront Wealth
Kansas
$1.07M +$297K +3,908 +38%
WCM
775
Washburn Capital Management
Florida
$1.06M +$84.4K +1,110 +9%
29 30
31
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