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Morgan Stanley
MS

Overview Fund Activity

1,702 hedge funds and large institutions have $146B invested in Morgan Stanley in 2021 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 640 increasing their positions, 584 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,702
Holders Change
+125
Holders Change %
+7.93%
% of All Funds
26.29%
Holding in Top 10
47
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.56%
% of All Funds
0.73%
New
243
Increased
640
Reduced
584
Closed
97
Calls
$2.44B
Puts
$5.26B
Net Calls
-$2.82B
Net Calls Change
-$561M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$725M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$365M
3
State Street
State Street
Massachusetts
+$266M
4
Capital International Investors
Capital International Investors
California
+$256M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$216M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.78B
2
BlackRock
BlackRock
New York
-$628M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$487M
4
GQG Partners
GQG Partners
Florida
-$329M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
1076
Concord Wealth Partners
Virginia
$549K +$384K +3,914 +233%
EWM
1077
Evermay Wealth Management
Virginia
$547K – – –
RIA
1078
Regal Investment Advisors
Michigan
$546K +$5.11K +52 +0.9%
SMA
1079
Sage Mountain Advisors
Georgia
$546K +$145K +1,482 +36%
LIA
1080
LS Investment Advisors
Michigan
$545K – – –
BOM
1081
Bank of Marin
California
$544K +$118K +1,200 +28%
EI
1082
Ellevest Inc
New York
$541K +$34.3K +350 +7%
EW
1083
Evoke Wealth
California
$541K +$58K +590 +12%
EWA
1084
Exencial Wealth Advisors
Oklahoma
$540K +$304K +3,096 +129%
NHC
1085
Nicholas Hoffman & Company
Georgia
$539K +$98 +1 +0%
GVAG
1086
Great Valley Advisor Group
Delaware
$536K -$391 -4 -0.1%
ARC
1087
Advisor Resource Council
Texas
$534K +$534K +5,439 New
BWP
1088
BSW Wealth Partners
Colorado
$532K +$122K +1,244 +30%
PCS
1089
Personal CFO Solutions
New Jersey
$530K -$589 -6 -0.1%
RPC
1090
Rossmore Private Capital
Connecticut
$529K +$7.65K +78 +1%
FMLI
1091
Fukoku Mutual Life Insurance
Japan
$528K +$88.3K +900 +20%
ACM
1092
Alethea Capital Management
Washington
$528K +$528K +5,381 New
MA
1093
Mutual Advisors
Nebraska
$527K -$46.4K -473 -8%
FFG
1094
Frisch Financial Group
New York
$526K +$15.3K +156 +3%
BC
1095
Bartlett & Co
Ohio
$523K +$215K +2,185 +70%
BCWM
1096
Bartlett & Co Wealth Management
Ohio
$523K +$214K +2,185 +70%
PFBT
1097
Parkside Financial Bank & Trust
Missouri
$520K -$78.8K -802 -13%
VWA
1098
V Wealth Advisors
Kansas
$520K +$15.8K +161 +3%
PIM
1099
Perpetual Investment Management
Australia
$520K +$118K +1,200 +29%
SIA
1100
Schechter Investment Advisors
Michigan
$518K +$518K +5,282 New
42 43
44
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