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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 %
IA
976
IFP Advisors
Florida
$661K +$383K +6,988 +138%
VFA
977
Voya Financial Advisors
Connecticut
$660K +$95.3K +1,055 +17%
MGIA
978
Moneta Group Investment Advisors
Missouri
$659K +$152K +1,743 +30%
WANY
979
Wealthspire Advisors (New York)
New York
$657K -$569K -6,513 -46%
BB
980
Busey Bank
Illinois
$657K -$33K -378 -5%
SAM
981
Strategy Asset Managers
California
$656K +$656K +7,505 New
SRC
982
Shufro Rose & Co
New York
$655K – – –
VNB
983
Virginia National Bank
Virginia
$651K +$651K +7,450 New
BAAM
984
Baker Avenue Asset Management
California
$651K +$651K +7,450 New
RIG
985
Renaissance Investment Group
Massachusetts
$647K -$656 -8 -0.1%
MSA
986
Marino Stram & Associates
Massachusetts
$647K +$58K +664 +10%
VWA
987
Visionary Wealth Advisors
Illinois
$647K +$76.9K +880 +13%
WF
988
Welch & Forbes
Massachusetts
$646K – – –
QC
989
Quent Capital
New York
$646K +$89.5K +1,025 +16%
QP
990
Quilter Plc
United Kingdom
$645K – – –
AGA
991
Accuvest Global Advisors
Utah
$645K +$293K +3,349 +83%
KA
992
Kovack Advisors
Florida
$644K +$139K +1,596 +28%
QT
993
Quantamental Technologies
New York
$644K +$644K +7,364 New
RCG
994
Resource Consulting Group
Florida
$643K – – –
SIA
995
Schechter Investment Advisors
Michigan
$639K +$177K +2,028 +38%
SM
996
Salzhauer Michael
$638K -$271K -6,300 -30%
ADL
997
Asset Dedication LLC
California
$637K -$4.28K -49 -0.7%
SG
998
Stonnington Group
California
$634K -$139K -1,650 -18%
HH
999
Hilltop Holdings
Texas
$634K -$57K -653 -8%
Walleye Capital
1000
Walleye Capital
New York
$632K -$1.43M -16,361 -69%
38 39
40
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