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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 %
JFGIW
901
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$707K -$2.43K -32 -0.3%
SRC
902
Sage Rhino Capital
California
$705K +$86K +1,130 +14%
EF
903
Empowered Funds
Pennsylvania
$701K +$60.7K +798 +9%
MCM
904
McMillion Capital Management
North Carolina
$700K -$209K -2,750 -23%
WAL
905
W Advisors LLC
Tennessee
$700K +$1.29K +17 +0.2%
FWIA
906
Fort Washington Investment Advisors
Ohio
$697K – – –
TCOV
907
Trust Company of Vermont
Vermont
$695K -$16.7K -219 -2%
CT
908
Cambridge Trust
Massachusetts
$692K +$3.81K +50 +0.6%
PCM
909
Pennsylvania Capital Management
Pennsylvania
$692K +$92.2K +1,213 +15%
PWM
910
Perigon Wealth Management
California
$692K +$144K +1,892 +26%
PCM
911
Parsons Capital Management
Rhode Island
$691K -$340K -4,465 -33%
OWA
912
Outlook Wealth Advisors
Texas
$688K +$4.94K +65 +0.7%
GG
913
Gofen & Glossberg
Illinois
$688K +$96.9K +1,274 +16%
WS
914
Wedbush Securities
California
$685K -$416K -5,479 -38%
EGA
915
E&G Advisors
Texas
$685K +$60.9K +800 +10%
EWA
916
EP Wealth Advisors
California
$684K +$211K +2,777 +45%
FNFDCM
917
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$671K – – –
PCP
918
Proficio Capital Partners
Massachusetts
$666K +$1.67K +22 +0.3%
EFS
919
Essex Financial Services
Connecticut
$661K -$1.54M -20,217 -70%
IA
920
IFP Advisors
Florida
$661K – – –
SDAM
921
Shulman DeMeo Asset Management
New York
$656K +$4.49K +59 +0.7%
NW
922
NewEdge Wealth
Pennsylvania
$654K -$82.4K -1,083 -11%
LB
923
Legacy Bridge
Iowa
$654K – – –
NVIM
924
New Vernon Investment Management
Illinois
$650K – – –
AMC
925
Asset Management Corp
Illinois
$649K -$74.7K -982 -10%
35 36
37
38 39