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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 %
CIA
876
Caerus Investment Advisors
Texas
$767K – – –
GLA
877
Good Life Advisors
Pennsylvania
$767K +$141K +1,851 +22%
RPCONE
878
Retirement Planning Company of New England
Rhode Island
$766K -$23.3K -306 -3%
RZH
879
Relyea Zuckerberg Hanson
Connecticut
$764K +$1.37K +18 +0.2%
SS
880
Simplicity Solutions
Minnesota
$764K +$180K +2,367 +31%
GAM
881
Gotham Asset Management
New York
$763K -$180K -2,365 -19%
GA
882
Greenhaven Associates
New York
$761K – – –
ERIC
883
Eagle Rock Investment Company
Georgia
$761K – – –
BCM
884
Brookstone Capital Management
Illinois
$760K -$111K -1,451 -13%
ZCA
885
Zeke Capital Advisors
Pennsylvania
$760K -$6.09K -80 -0.8%
WPW
886
Warther Private Wealth
Ohio
$759K +$65.3K +851 +9%
TI
887
Trexquant Investment
Connecticut
$758K -$4.43M -58,311 -85%
MMPW
888
Mitchell McLeod Pugh & Williams
Alabama
$757K -$15.2K -200 -2%
VWM
889
Venturi Wealth Management
Texas
$748K +$6.7K +88 +0.9%
MFG
890
Magnus Financial Group
New York
$743K +$73.9K +972 +11%
CWM
891
Circle Wealth Management
New Jersey
$739K -$1.83K -24 -0.2%
PTC
892
Private Trust Company
Ohio
$735K +$5.86K +77 +0.8%
GIA
893
Gladstone Institutional Advisory
Florida
$731K -$390K -5,129 -35%
GFP
894
Gryphon Financial Partners
Ohio
$730K -$16.9K -222 -2%
SIM
895
Sentry Investment Management
Wisconsin
$729K -$142K -1,867 -16%
WT
896
Washington Trust
Rhode Island
$721K – – –
OIA
897
OneDigital Investment Advisors
Kansas
$719K -$95.3K -1,252 -12%
HBT
898
Hills Bank & Trust
Iowa
$716K -$63.1K -830 -8%
EH
899
Equitable Holdings
New York
$715K -$36.7K -483 -5%
HWAM
900
Hennion & Walsh Asset Management
New Jersey
$708K +$216K +2,847 +44%
34 35
36
37 38