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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 %
GVAG
976
Great Valley Advisor Group
Delaware
$553K +$135K +1,773 +32%
WF
977
Welch & Forbes
Massachusetts
$552K -$9.89K -130 -2%
HH
978
Hilltop Holdings
Texas
$548K -$4.18K -55 -0.8%
PIM
979
Perpetual Investment Management
Australia
$548K +$145K +1,900 +36%
WOC
980
West Oak Capital
California
$546K -$3.88K -51 -0.7%
OIM
981
Orca Investment Management
Oregon
$545K – – –
SIA
982
Schechter Investment Advisors
Michigan
$544K -$11.9K -156 -2%
SM
983
Salzhauer Michael
$543K -$586K -7,700 -52%
TWM
984
TriaGen Wealth Management
California
$542K – – –
MFC
985
Mechanics Financial Corp
Ohio
$539K +$33.5K +440 +7%
Bank of Montreal
986
Bank of Montreal
Ontario, Canada
$538K +$1.06K +13,357 +0.2%
MA
987
Mutual Advisors
Nebraska
$537K +$21.8K +286 +4%
HPC
988
HM Payson & Co
Maine
$535K – – –
ZB
989
Zions Bancorporation
Utah
$535K +$6.01K +79 +1%
BW
990
Bison Wealth
Georgia
$533K +$56.3K +741 +12%
CWM
991
Cornerstone Wealth Management
Missouri
$533K +$227K +2,983 +74%
CDH
992
Charles D. Hyman
$531K – – –
LIG
993
Lokken Investment Group
Delaware
$531K +$24.9K +327 +5%
RSS
994
Rosenblum Silverman Sutton
California
$529K +$2.28K +30 +0.4%
IA
995
IFG Advisors
Missouri
$527K – – –
BB
996
Busey Bank
Illinois
$525K -$46.7K -614 -8%
VNB
997
Virginia National Bank
Virginia
$521K -$45.6K -600 -8%
KFS
998
Kurt F. Somerville
$520K -$18.8K -247 -3%
QT
999
Quantamental Technologies
New York
$516K -$43.6K -574 -8%
GA
1000
GraniteShares Advisors
New York
$509K -$87.7K -1,155 -15%
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40
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