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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 %
SW
951
SteelPeak Wealth
California
$601K -$85.2K -1,121 -12%
TPWA
952
TRUE Private Wealth Advisors
Oregon
$601K -$2.66K -35 -0.4%
RIG
953
Renaissance Investment Group
Massachusetts
$600K – – –
1832 Asset Management
954
1832 Asset Management
Ontario, Canada
$596K -$13.8M -181,731 -96%
MIC
955
Meridian Investment Counsel
California
$593K – – –
BHBT
956
Burke & Herbert Bank & Trust
Virginia
$591K -$28.1K -369 -5%
QI
957
Qtron Investments
Massachusetts
$589K -$113K -1,482 -16%
IGWM
958
ICA Group Wealth Management
Colorado
$589K +$540 +6 +0.1%
QC
959
Quent Capital
New York
$587K +$24.6K +323 +4%
MSA
960
Marino Stram & Associates
Massachusetts
$583K +$19.9K +262 +4%
KA
961
Kovack Advisors
Florida
$582K +$20.8K +274 +4%
CH
962
Canton Hathaway
Rhode Island
$580K – – –
APC
963
Aspire Private Capital
North Carolina
$577K -$8.06K -106 -1%
PPP
964
Private Portfolio Partners
New Jersey
$574K +$65.5K +861 +13%
TAIM
965
TD Ameritrade Investment Management
Nebraska
$573K -$207K -2,727 -27%
VWA
966
Visionary Wealth Advisors
Illinois
$571K +$8.21K +108 +1%
SRC
967
Shufro Rose & Co
New York
$570K – – –
MAM
968
Mastrapasqua Asset Management
Tennessee
$570K +$76K +1,000 +15%
CG
969
Colony Group
Massachusetts
$568K -$184K -2,424 -24%
VFPI
970
Vantage Financial Partners (Illinois)
Illinois
$563K +$110K +1,450 +24%
QP
971
Quilter Plc
United Kingdom
$561K – – –
ZIMP
972
Zimmermann Investment Management & Planning
Pennsylvania
$561K +$45.9K +603 +9%
RCG
973
Resource Consulting Group
Florida
$559K – – –
PWLP
974
Prio Wealth Limited Partnership
Massachusetts
$557K -$54.9K -722 -9%
ANTB
975
AMG National Trust Bank
Colorado
$556K -$445K -5,279 -44%
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