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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 %
FHA
1001
First Horizon Advisors
Tennessee
$632K -$120K -1,370 -16%
WOC
1002
West Oak Capital
California
$631K -$21.8K -250 -3%
RR
1003
Robotti Robert
$631K +$18.8K +215 +3%
PWM
1004
Perigon Wealth Management
California
$630K -$535K -6,120 -46%
OIM
1005
Orca Investment Management
Oregon
$626K – – –
TWM
1006
TriaGen Wealth Management
California
$623K +$2.89K +33 +0.5%
4WM
1007
44 Wealth Management
Oregon
$621K -$218K -2,489 -26%
KFS
1008
Kurt F. Somerville
$619K -$699 -8 -0.1%
CMI
1009
Clare Market Investments
Texas
$619K +$619K +7,077 New
HPC
1010
HM Payson & Co
Maine
$615K -$2.45K -28 -0.4%
MUAMU
1011
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$612K +$612K +7,000 New
CDH
1012
Charles D. Hyman
$610K +$388K +4,438 +175%
ZB
1013
Zions Bancorporation
Utah
$608K +$232K +2,660 +62%
RSS
1014
Rosenblum Silverman Sutton
California
$606K – – –
IA
1015
IFG Advisors
Missouri
$606K – – –
JWCA
1016
J.W. Coons Advisors
Ohio
$603K -$470K -5,392 -44%
PRWA
1017
Platte River Wealth Advisors
Colorado
$601K -$46.3K -530 -7%
ACM
1018
Aubrey Capital Management
United Kingdom
$597K +$597K +6,613 New
MA
1019
Mutual Advisors
Nebraska
$592K +$123K +1,403 +26%
ZIMP
1020
Zimmermann Investment Management & Planning
Pennsylvania
$591K +$34.8K +399 +6%
RCAG
1021
Rehmann Capital Advisory Group
Michigan
$587K -$2.71K -31 -0.5%
KFA
1022
Krane Funds Advisors
New York
$587K +$88.9K +1,017 +18%
AWM
1023
Avior Wealth Management
Nebraska
$585K +$23.9K +274 +4%
PPP
1024
Private Portfolio Partners
New Jersey
$584K +$77.6K +888 +15%
BRWM
1025
B. Riley Wealth Management
Tennessee
$583K +$224K +2,558 +62%
39 40
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