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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 %
GEA
1026
Glen Eagle Advisors
New Jersey
$581K -$96.3K -1,102 -14%
MFC
1027
Mechanics Financial Corp
Ohio
$581K +$17K +195 +3%
HA
1028
Harbor Advisors
Florida
$578K – – –
PFM
1029
Parsec Financial Management
North Carolina
$577K -$101K -1,162 -15%
FAM
1030
Fulcrum Asset Management
United Kingdom
$574K -$856K – –
BCM
1031
Brown Capital Management
Maryland
$572K – – –
CBOR
1032
Community Bank of Raymore
Missouri
$572K – – –
AIA
1033
Arbor Investment Advisors
North Carolina
$571K +$787 +9 +0.1%
LGA
1034
Lebenthal Global Advisors
New York
$571K +$343K +3,928 +151%
VT
1035
Vise Technologies
New York
$570K +$570K +6,524 New
DWA
1036
Douglass Winthrop Advisors
New York
$568K +$262 +3 +0%
MAM
1037
Mastrapasqua Asset Management
Tennessee
$568K +$43.7K +500 +8%
LDB
1038
Lee, Danner & Bass
Tennessee
$566K – – –
APA
1039
American Portfolios Advisors
New York
$566K +$2.1K +24 +0.4%
HWAM
1040
Hennion & Walsh Asset Management
New Jersey
$565K +$173K +1,978 +44%
PCS
1041
Personal CFO Solutions
New Jersey
$561K +$88.9K +1,017 +19%
LHC
1042
Little House Capital
Massachusetts
$558K +$145K +1,662 +35%
NP
1043
NorthRock Partners
Minnesota
$557K -$28.4K -325 -5%
EI
1044
Ellevest Inc
New York
$556K +$74.2K +849 +15%
IGWM
1045
ICA Group Wealth Management
Colorado
$555K +$555K +6,542 New
WBG
1046
Wharton Business Group
Pennsylvania
$553K -$24.9K -285 -4%
BW
1047
Bison Wealth
Georgia
$548K +$118K +1,351 +27%
CWM
1048
Chicago Wealth Management
Illinois
$546K – – –
UAML
1049
US Asset Management LLC
Pennsylvania
$545K – – –
CWP
1050
Concord Wealth Partners
Virginia
$545K +$55.5K +634 +11%
40 41
42
43 44