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Morgan Stanley
MS

Overview Fund Activity

1,658 hedge funds and large institutions have $129B invested in Morgan Stanley in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 674 increasing their positions, 609 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
-44
Holders Change %
-2.59%
% of All Funds
26.24%
Holding in Top 10
31
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-34.04%
% of All Funds
0.49%
New
140
Increased
674
Reduced
609
Closed
163
Calls
$2.11B
Puts
$3.38B
Net Calls
-$1.28B
Net Calls Change
+$1.54B

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.59B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.17B
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$452M
4
Bank of America
Bank of America
North Carolina
+$263M
5
Goldman Sachs
Goldman Sachs
New York
+$230M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$818M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$747M
3
BlackRock
BlackRock
New York
-$605M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$519M
5
Ameriprise
Ameriprise
Minnesota
-$475M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
901
Precision Wealth Strategies
Missouri
$881K +$129K +1,477 +17%
ZCA
902
Zeke Capital Advisors
Pennsylvania
$880K +$880K +10,072 New
ERIC
903
Eagle Rock Investment Company
Georgia
$874K – – –
GA
904
Greenhaven Associates
New York
$874K – – –
PAWC
905
P.A.W. Capital
Connecticut
$874K +$131K +1,500 +18%
CG
906
Colony Group
Massachusetts
$865K +$167K +1,915 +24%
EH
907
Equitable Holdings
New York
$864K +$61.6K +705 +8%
GFP
908
Gryphon Financial Partners
Ohio
$858K -$34K -389 -4%
WW
909
Waterfront Wealth
Kansas
$856K +$281K +3,339 +49%
VWM
910
Venturi Wealth Management
Texas
$852K +$44.2K +505 +5%
CWM
911
Circle Wealth Management
New Jersey
$851K +$167K +1,913 +24%
GCP
912
GSA Capital Partners
United Kingdom
$848K +$848K +9,707 New
NW
913
NewEdge Wealth
Pennsylvania
$846K +$473K +5,406 +127%
RZH
914
Relyea Zuckerberg Hanson
Connecticut
$844K -$33.9K -403 -4%
PTC
915
Private Trust Company
Ohio
$838K +$112K +1,283 +15%
AMC
916
Asset Management Corp
Illinois
$832K +$230K +2,629 +38%
WT
917
Washington Trust
Rhode Island
$829K -$29.3K -335 -3%
PPW
918
Parcion Private Wealth
Washington
$827K -$5.54K -63 -0.7%
AG
919
AIA Group
Hong Kong
$824K +$277K +3,171 +51%
TCOV
920
Trust Company of Vermont
Vermont
$818K -$19.9K -228 -2%
CIA
921
Caerus Investment Advisors
Texas
$818K +$818K +10,079 New
JFGIW
922
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$815K +$54K +618 +7%
SMFG
923
Sumitomo Mitsui Financial Group
Japan
$812K -$45.1K -500 -5%
Fuller & Thaler Asset Management
924
Fuller & Thaler Asset Management
California
$807K -$280K -3,200 -26%
QI
925
Qtron Investments
Massachusetts
$807K – – –
35 36
37
38 39