MS icon

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 %
BONST
1051
Bank of Nova Scotia Trust
Ontario, Canada
$441K +$7.92K +104 +2%
I2I
1052
Insight 2811 Inc
Illinois
$438K +$16.4K +216 +4%
Fuller & Thaler Asset Management
1053
Fuller & Thaler Asset Management
California
$437K -$267K -3,500 -38%
MAG
1054
MRA Advisory Group
New Jersey
$437K -$11.9K -157 -3%
NHC
1055
Nicholas Hoffman & Company
Georgia
$435K +$228 +3 +0.1%
KTC
1056
Kistler-Tiffany Companies
Pennsylvania
$435K +$15.8K +208 +4%
RA
1057
RFG Advisory
Alabama
$435K +$118K +1,372 +37%
CFG
1058
Cooper Financial Group
California
$435K +$211K +2,777 +95%
RPC
1059
Rossmore Private Capital
Connecticut
$433K +$22.8K +300 +6%
MRCM
1060
M&R Capital Management
New Jersey
$432K -$17K -224 -4%
C
1061
Certuity
Florida
$431K -$34.1K -449 -7%
CCFCSB
1062
Cape Cod Five Cents Savings Bank
Massachusetts
$428K -$761 -10 -0.2%
FIB
1063
First Interstate Bank
Montana
$427K +$427K +5,615 New
FA
1064
Financial Advisors
Massachusetts
$425K – – –
SCA
1065
Sippican Capital Advisors
Massachusetts
$424K -$30.4K -400 -7%
5L
1066
55I LLC
Massachusetts
$424K +$424K +5,573 New
LIA
1067
LS Investment Advisors
Michigan
$422K – – –
RIA
1068
Regal Investment Advisors
Michigan
$422K – – –
CA
1069
Claro Advisors
Massachusetts
$418K +$247K +3,251 +145%
TPW
1070
Transatlantique Private Wealth
New York
$418K +$418K +5,496 New
MHS
1071
M Holdings Securities
Oregon
$417K +$29K +381 +7%
LWAC
1072
Laurel Wealth Advisors (California)
California
$416K -$10.6K -139 -2%
PFGIA
1073
Patriot Financial Group Insurance Agency
Massachusetts
$413K -$31.2K -410 -7%
FMWA
1074
Forvis Mazars Wealth Advisors
Missouri
$413K +$413K +5,431 New
EW
1075
Evoke Wealth
California
$410K -$17.9K -235 -4%
41 42
43
44 45