MS icon

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 %
PFBT
1101
Parkside Financial Bank & Trust
Missouri
$469K +$6.64K +76 +1%
SF
1102
Summit Financial
New Jersey
$468K +$7.95K +91 +2%
DMBA
1103
Deseret Mutual Benefit Administrators
Utah
$468K -$109K -1,241 -19%
CW
1104
CreativeOne Wealth
Kansas
$465K +$282K +3,227 +154%
PIM
1105
Perpetual Investment Management
Australia
$463K – – –
TWM
1106
Tradition Wealth Management
Minnesota
$463K +$197K +2,261 +74%
CHAM
1107
Clear Harbor Asset Management
Connecticut
$459K – – –
SFS
1108
Strategic Financial Services
New York
$459K +$15.1K +173 +3%
TBA
1109
Tower Bridge Advisors
Pennsylvania
$458K +$78.7K +900 +21%
MSAM
1110
Moloney Securities Asset Management
Missouri
$458K +$248K +2,834 +118%
NSIM
1111
North Star Investment Management
Illinois
$452K -$5.16K -59 -1%
JSC
1112
Jackson Square Capital
California
$452K +$9.8K +112 +2%
HC
1113
Hamilton Capital
Ohio
$452K +$46.3K +530 +11%
IWA
1114
IBEX Wealth Advisors
New Jersey
$447K -$2.06M -23,588 -82%
AFP
1115
Ausdal Financial Partners
Iowa
$447K -$52.4K -600 -10%
PCG
1116
Private Capital Group
Connecticut
$447K +$45.3K +518 +11%
JF
1117
Jump Financial
Illinois
$447K +$447K +5,112 New
BOM
1118
Bank of Marin
California
$446K -$38.5K -440 -8%
SCM
1119
SKBA Capital Management
California
$446K – – –
MHS
1120
M Holdings Securities
Oregon
$446K +$446K +5,102 New
CC
1121
Centiva Capital
New York
$443K -$1.27M -14,462 -74%
WPC
1122
Wedmont Private Capital
Pennsylvania
$442K -$86.8K -994 -16%
CIC
1123
Crawford Investment Counsel
Georgia
$442K +$2.36K +27 +0.5%
SWP
1124
Strategic Wealth Partners
Ohio
$439K +$30.6K +350 +7%
DIA
1125
Davidson Investment Advisors
Montana
$438K – – –
43 44
45
46 47