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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 %
EWM
1076
Empirical Wealth Management
Washington
$507K -$27.3K -313 -5%
ICP
1077
Interchange Capital Partners
Pennsylvania
$505K +$114K +1,305 +29%
ATC
1078
Adirondack Trust Company
New York
$504K +$130K +1,492 +35%
JCIA
1079
Jackson Creek Investment Advisors
Colorado
$501K -$18.3K -210 -4%
MMA
1080
Miracle Mile Advisors
California
$501K +$95.4K +1,091 +24%
NHC
1081
Nicholas Hoffman & Company
Georgia
$500K +$20.4K +233 +4%
CWM
1082
Curi Wealth Management
North Carolina
$499K +$130K +1,492 +35%
BCWM
1083
Bartlett & Co Wealth Management
Ohio
$498K +$32.6K +373 +7%
BOH
1084
Bank of Hawaii
Hawaii
$498K -$63.4K -725 -11%
BC
1085
Bartlett & Co
Ohio
$498K +$32.6K +373 +7%
BONST
1086
Bank of Nova Scotia Trust
Ontario, Canada
$497K +$1.05K +12 +0.2%
CCFCSB
1087
Cape Cod Five Cents Savings Bank
Massachusetts
$492K -$1.48K -17 -0.3%
LWAC
1088
Laurel Wealth Advisors (California)
California
$491K -$38K -435 -7%
EW
1089
Evoke Wealth
California
$491K +$10.2K +117 +2%
FA
1090
Financial Advisors
Massachusetts
$489K – – –
BFG
1091
Berger Financial Group
Minnesota
$489K +$94.7K +1,082 +24%
RIA
1092
Regal Investment Advisors
Michigan
$486K -$438 -5 -0.1%
I2I
1093
Insight 2811 Inc
Illinois
$485K -$6.47K -74 -1%
LIA
1094
LS Investment Advisors
Michigan
$485K – – –
BB
1095
Bell Bank
North Dakota
$483K -$8.22K -94 -2%
KTC
1096
Kistler-Tiffany Companies
Pennsylvania
$481K +$67.4K +772 +16%
BA
1097
Bellwether Advisors
Nebraska
$475K +$442K +5,055 +1,323%
RPC
1098
Rossmore Private Capital
Connecticut
$471K – – –
FMLI
1099
Fukoku Mutual Life Insurance
Japan
$470K – – –
PM
1100
Parametrica Management
Hong Kong
$470K +$470K +5,370 New
42 43
44
45 46