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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 %
CCA
826
Childress Capital Advisors
Texas
$890K -$4.95K -65 -0.6%
FIA
827
Foundations Investment Advisors
Arizona
$885K +$621K +8,228 +235%
LSPW
828
Lake Street Private Wealth
Illinois
$881K +$100K +1,321 +13%
TCOT
829
Trust Company of Toledo
Ohio
$880K -$14.6K -192 -2%
PGIM
830
Pacific Global Investment Management
California
$877K -$18.5K -243 -2%
CASB
831
Cape Ann Savings Bank
Massachusetts
$876K +$14.1K +185 +2%
IC
832
Intersect Capital
California
$871K -$28.5K -375 -3%
IA
833
Icon Advisers
Colorado
$867K -$160K -2,100 -16%
AAM
834
AR Asset Management
California
$867K – – –
CWM
835
Congress Wealth Management
Massachusetts
$867K +$867K +11,407 New
BFS
836
Bard Financial Services
Connecticut
$864K +$180K +2,375 +26%
GC
837
GFG Capital
Florida
$857K +$1.06K +14 +0.1%
DS
838
DRW Securities
Illinois
$856K +$856K +11,257 New
DLHL
839
Donald L. Hagan LLC
Florida
$855K +$393K +5,166 +85%
SCI
840
Stableford Capital II
Arizona
$855K +$855K +9,928 New
LSA
841
Lansing Street Advisors
Pennsylvania
$853K +$7.38K +97 +0.9%
CWM
842
Chesapeake Wealth Management
Virginia
$853K +$204K +2,684 +31%
VT
843
Vise Technologies
New York
$852K +$356K +4,678 +72%
NCM
844
NCM Capital Management
New Jersey
$851K – – –
CW
845
CreativeOne Wealth
Kansas
$845K +$440K +5,780 +109%
WWA
846
WCG Wealth Advisors
Nevada
$844K +$844K +11,100 New
LGA
847
Lebenthal Global Advisors
New York
$841K +$344K +4,528 +69%
PAWC
848
P.A.W. Capital
Connecticut
$837K +$76.1K +1,000 +10%
ONB
849
Old National Bancorp
Indiana
$836K +$836K +10,999 New
WANY
850
Wealthspire Advisors (New York)
New York
$832K +$260K +3,418 +45%
32 33
34
35 36