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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 %
SAM
1001
Strategy Asset Managers
California
$509K -$61.9K -814 -11%
SIG
1002
Stonegate Investment Group
Alabama
$507K +$52.4K +690 +12%
IA
1003
IFG Advisory
Georgia
$506K -$1.08M -14,285 -68%
HA
1004
Harbor Advisors
Florida
$503K – – –
BCM
1005
Brown Capital Management
Maryland
$498K – – –
AIA
1006
Arbor Investment Advisors
North Carolina
$498K +$990 +13 +0.2%
CBOR
1007
Community Bank of Raymore
Missouri
$497K – – –
PCS
1008
Personal CFO Solutions
New Jersey
$497K +$8.6K +113 +2%
DWA
1009
Douglass Winthrop Advisors
New York
$495K +$380 +5 +0.1%
LDB
1010
Lee, Danner & Bass
Tennessee
$492K – – –
SS
1011
Sunbelt Securities
Texas
$491K +$133K +1,754 +37%
AWM
1012
Avior Wealth Management
Nebraska
$489K -$20.7K -272 -4%
KWM
1013
Kingsview Wealth Management
Oregon
$485K -$175K -2,293 -26%
RCAG
1014
Rehmann Capital Advisory Group
Michigan
$483K -$28K -368 -5%
JCIA
1015
Jackson Creek Investment Advisors
Colorado
$482K -$2.03K -24 -0.4%
DIP
1016
DT Investment Partners
Pennsylvania
$482K +$19.4K +255 +4%
WBG
1017
Wharton Business Group
Pennsylvania
$481K – – –
APA
1018
American Portfolios Advisors
New York
$481K -$11.3K -149 -2%
JWCA
1019
J.W. Coons Advisors
Ohio
$480K -$45.6K -600 -9%
SWM
1020
Sendero Wealth Management
Texas
$480K +$203K +2,674 +73%
BB
1021
Berkshire Bank
Massachusetts
$476K +$30K +394 +7%
CWM
1022
Chicago Wealth Management
Illinois
$475K – – –
UAML
1023
US Asset Management LLC
Pennsylvania
$474K – – –
NP
1024
NorthRock Partners
Minnesota
$473K -$11.6K -152 -2%
PG
1025
Pendal Group
Australia
$471K -$436K -5,722 -48%
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