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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 %
FNT
801
First National Trust
Pennsylvania
$974K -$8.75K -115 -0.9%
BAM
802
Berkshire Asset Management
Pennsylvania
$973K -$2.28K -30 -0.2%
Bank Julius Baer & Co
803
Bank Julius Baer & Co
Switzerland
$971K -$18.6K -245 -2%
LRWA
804
Long Run Wealth Advisors
New York
$966K +$19K +250 +2%
APWM
805
Atlas Private Wealth Management
New York
$961K -$99.5K -1,308 -9%
TF
806
TLWM Financial
Texas
$961K -$19.9K -262 -2%
DWT
807
Dorsey & Whitney Trust
South Dakota
$961K -$14.5K -190 -1%
SACTSONJ
808
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$958K – – –
PWP
809
Principle Wealth Partners
Connecticut
$957K – – –
NIMI
810
Natixis Investment Managers International
France
$950K +$612K +8,050 +181%
HI
811
HBK Investments
Texas
$943K +$943K +12,403 New
LWAM
812
Legacy Wealth Asset Management
Minnesota
$942K +$6.46K +85 +0.7%
VCM
813
Viewpoint Capital Management
Washington
$934K -$12.5K -164 -1%
FHA
814
First Horizon Advisors
Tennessee
$928K +$378K +4,974 +69%
TSWM
815
Triangle Securities Wealth Management
North Carolina
$926K +$19K +250 +2%
WT
816
Whittier Trust
California
$926K +$52K +684 +6%
SIC
817
Salem Investment Counselors
North Carolina
$922K +$30.1K +395 +3%
DC
818
Davenport & Co
Virginia
$916K -$293K -3,855 -24%
BTWM
819
Baker Tilly Wealth Management
Wisconsin
$914K -$93K -1,222 -9%
DAM
820
Delta Asset Management
Tennessee
$914K -$38K -500 -4%
PI
821
Parkside Investments
Illinois
$912K -$182K -2,400 -17%
HI
822
Horizon Investments
North Carolina
$910K -$7.99K -106 -0.9%
SBIA
823
Sheaff Brock Investment Advisors
Indiana
$898K +$9.21K +121 +1%
HIA
824
Harbor Investment Advisory
Maryland
$896K -$28.2K -371 -3%
QCG
825
Quadrant Capital Group
Ohio
$891K +$27.8K +366 +3%
31 32
33
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