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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 %
PWS
851
Precision Wealth Strategies
Missouri
$830K +$73.7K +982 +10%
PCA
852
Pallas Capital Advisors
Massachusetts
$828K -$60.5K -734 -7%
APWA
853
Atlas Private Wealth Advisors
New Jersey
$826K +$2.51K +33 +0.3%
CWM
854
Calamos Wealth Management
Illinois
$826K +$6.16K +81 +0.8%
MC
855
Muhlenkamp & Co
Pennsylvania
$822K – – –
EP
856
Eudaimonia Partners
Tennessee
$821K +$138K +1,811 +20%
SA
857
SRN Advisors
Pennsylvania
$820K -$138K -1,812 -14%
RCA
858
Roberts Capital Advisors
Colorado
$820K – – –
CA
859
Capitolis Advisors
New York
$818K – – –
DWM
860
Dakota Wealth Management
Florida
$815K -$734K -9,654 -47%
VCWA
861
Vanguard Capital Wealth Advisors
Colorado
$811K -$60.9K -802 -7%
JWCA
862
J.W. Cole Advisors
Florida
$811K +$11.1K +146 +1%
AFA
863
Abacus FCF Advisors
Florida
$810K -$354K -4,652 -30%
SAM
864
Silvercrest Asset Management
New York
$806K -$122K -1,599 -13%
PHS
865
Pekin Hardy Strauss
Illinois
$802K -$32.6K -428 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
866
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$799K +$799K +10,500 New
LCS
867
Levin Capital Strategies
New York
$799K +$799K +10,500 New
RCIM
868
Red Cedar Investment Management
Michigan
$797K -$353K -4,636 -31%
BJL
869
Brighton Jones LLC
Washington
$793K -$8.22K -108 -1%
PPW
870
Parcion Private Wealth
Washington
$785K +$11.2K +136 +1%
VFA
871
Voya Financial Advisors
Connecticut
$785K +$214K +2,732 +37%
NERM
872
New England Research & Management
Illinois
$779K -$1.12M -14,751 -59%
CBT
873
Central Bank & Trust
Kentucky
$774K -$4.16M -54,627 -84%
AF
874
Allworth Financial
California
$769K -$5.78K -76 -0.7%
BCP
875
Berkeley Capital Partners
Georgia
$768K +$170K +2,238 +28%
33 34
35
36 37