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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 %
VFA
926
Valeo Financial Advisors
Indiana
$644K -$247K -3,251 -28%
CCM
927
Corsair Capital Management
New York
$643K – – –
TPCW
928
TD Private Client Wealth
New York
$640K -$680K -8,940 -52%
MGIA
929
Moneta Group Investment Advisors
Missouri
$640K +$66.5K +874 +12%
BSA
930
Bull Street Advisors
Georgia
$637K – – –
VCA
931
Verdence Capital Advisors
Maryland
$635K +$41.4K +544 +7%
CA
932
Cetera Advisors
Colorado
$633K -$406K -5,344 -39%
ACM
933
Advisors Capital Management
New Jersey
$633K -$43.8K -575 -6%
BAAM
934
Baker Avenue Asset Management
California
$630K +$63.1K +829 +11%
WPW
935
Waldron Private Wealth
Pennsylvania
$629K +$37.1K +488 +6%
S
936
Seeyond
France
$628K -$169K -2,226 -21%
OPS
937
Orion Portfolio Solutions
Nebraska
$628K +$26.5K +348 +4%
III
938
Independent Investors Inc
New York
$625K – – –
RR
939
Robotti Robert
$624K +$76K +1,000 +14%
FPCP
940
Fort Point Capital Partners
California
$623K – – –
M
941
Mirova
France
$622K +$622K +8,187 New
LOAMS
942
Lombard Odier Asset Management (Switzerland)
Switzerland
$620K +$620K +8,146 New
BC
943
Bridgefront Capital
Texas
$615K -$29.7K -390 -5%
HWA
944
Heritage Wealth Advisors
Virginia
$615K +$340K +4,476 +124%
CAG
945
Csenge Advisory Group
Florida
$613K -$487K -6,405 -44%
CIM
946
CIM Investment Management
Pennsylvania
$611K -$3.19K -42 -0.5%
CFCI
947
Comprehensive Financial Consultants Institutional
Indiana
$609K -$683 -9 -0.1%
MWM
948
Maltin Wealth Management
New Jersey
$606K -$163K -2,137 -21%
FWP
949
FAS Wealth Partners
Kansas
$606K +$606K +7,962 New
SB
950
Strategic Blueprint
Georgia
$603K -$11.9K -157 -2%
36 37
38
39 40