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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 %
CC
1101
Cipher Capital
New York
$383K +$383K +5,037 New
AWG
1102
Altus Wealth Group
Colorado
$381K -$3.89K -40 -1%
EWA
1103
Exencial Wealth Advisors
Oklahoma
$381K +$17.6K +231 +5%
RSWM
1104
Robertson Stephens Wealth Management
California
$380K +$380K +5,000 New
EL
1105
ERN LLC
Delaware
$380K +$380K +5,000 New
BG
1106
Bahl & Gaynor
Ohio
$379K +$30.3K +398 +9%
VCM
1107
Vivaldi Capital Management
Illinois
$379K +$42.2K +554 +13%
LWM
1108
Laidlaw Wealth Management
New York
$376K +$2.43K +32 +0.7%
HI
1109
Hudock Inc
Pennsylvania
$376K +$2.66K +35 +0.7%
XSC
1110
X-Square Capital
Puerto Rico
$375K -$4.86K -64 -1%
GL
1111
Graypoint LLC
New York
$375K +$73.4K +965 +24%
B
1112
Barings
North Carolina
$374K -$235K -3,103 -39%
PBO
1113
Peoples Bank (Ohio)
Ohio
$374K -$6.08K -80 -2%
TC
1114
Trilogy Capital
California
$372K -$81.9K -1,077 -18%
RTS
1115
Round Table Services
New Jersey
$371K +$135K +1,779 +57%
RIL
1116
Rothschild Investment LLC
Illinois
$369K – – –
OPPTF
1117
OPSEU Pension Plan Trust Fund
Ontario, Canada
$368K -$416K -5,500 -53%
GA
1118
Geller Advisors
New York
$365K -$14.5K -190 -4%
OFW
1119
Omnia Family Wealth
Florida
$365K – – –
SRAM
1120
Spouting Rock Asset Management
Pennsylvania
$365K +$365K +4,805 New
LNB
1121
Ledyard National Bank
$364K -$14.7K -193 -4%
CCC
1122
Chelsea Counsel Company
California
$363K – – –
WA
1123
Wealth Alliance
New York
$363K +$5.17K +68 +1%
EWG
1124
Executive Wealth Group
Washington
$361K +$3.27K +43 +0.9%
LI
1125
LVZ Inc
Michigan
$360K – – –
43 44
45
46 47