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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 %
PFM
1076
Parsec Financial Management
North Carolina
$409K -$93.1K -1,225 -19%
FMLI
1077
Fukoku Mutual Life Insurance
Japan
$409K – – –
DMBA
1078
Deseret Mutual Benefit Administrators
Utah
$407K – – –
MS
1079
Maven Securities
Jersey
$405K -$547K -7,191 -57%
VWA
1080
V Wealth Advisors
Kansas
$405K +$29.6K +389 +8%
NSIM
1081
North Star Investment Management
Illinois
$403K +$9.74K +128 +2%
PFBT
1082
Parkside Financial Bank & Trust
Missouri
$402K -$6.46K -85 -2%
AAS
1083
Ameritas Advisory Services
Nebraska
$401K +$48.3K +635 +14%
SFS
1084
Strategic Financial Services
New York
$400K – – –
CHAM
1085
Clear Harbor Asset Management
Connecticut
$399K -$1.14K -15 -0.3%
TBA
1086
Tower Bridge Advisors
Pennsylvania
$399K – – –
KLCM
1087
KG&L Capital Management
Louisiana
$398K +$158K +2,079 +66%
JAM
1088
Jupiter Asset Management
United Kingdom
$396K -$11.3M -148,000 -97%
BFM
1089
Boston Financial Management
Massachusetts
$395K +$189K +2,485 +92%
HC
1090
Hamilton Capital
Ohio
$394K – – –
JSC
1091
Jackson Square Capital
California
$393K – – –
AFP
1092
Ausdal Financial Partners
Iowa
$392K +$2.51K +33 +0.6%
PCG
1093
Private Capital Group
Connecticut
$392K +$3.5K +46 +0.9%
FIM
1094
Freedom Investment Management
Connecticut
$390K +$154K +2,024 +65%
SCM
1095
SKBA Capital Management
California
$388K – – –
APP
1096
Avantax Planning Partners
Iowa
$386K +$20.3K +267 +6%
FFG
1097
Fortem Financial Group
California
$385K -$397K -5,217 -51%
IWM
1098
IHT Wealth Management
Illinois
$385K +$24K +316 +7%
FMP
1099
Financial Management Professionals
Texas
$385K +$41.9K +551 +12%
SAS
1100
Stelac Advisory Services
New York
$385K +$239K +3,141 +163%
42 43
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