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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 %
PBO
1126
Peoples Bank (Ohio)
Ohio
$437K -$6.56K -75 -1%
XSC
1127
X-Square Capital
Puerto Rico
$437K +$525 +6 +0.1%
GA
1128
Geller Advisors
New York
$436K +$14.5K +166 +3%
LNB
1129
Ledyard National Bank
$435K – – –
OWM
1130
OneAscent Wealth Management
Alabama
$435K +$435K +4,977 New
EHWM
1131
Eads & Heald Wealth Management
Georgia
$434K +$62.6K +715 +17%
VWA
1132
V Wealth Advisors
Kansas
$431K -$31.4K -359 -7%
HI
1133
Hudock Inc
Pennsylvania
$429K +$52.3K +599 +14%
LWM
1134
Laidlaw Wealth Management
New York
$429K +$58.3K +668 +16%
ISWM
1135
Independent Solutions Wealth Management
New York
$427K -$13K -149 -3%
BSW
1136
Buckingham Strategic Wealth
Missouri
$427K +$30.2K +345 +8%
AIM
1137
Anchor Investment Management
South Carolina
$427K -$13.1K -150 -3%
SS
1138
Sunbelt Securities
Texas
$425K +$18.7K +207 +5%
RIL
1139
Rothschild Investment LLC
Illinois
$424K – – –
LAM
1140
L2 Asset Management
Massachusetts
$423K +$188K +2,150 +80%
APP
1141
Avantax Planning Partners
Iowa
$420K +$33.7K +385 +9%
OFW
1142
Omnia Family Wealth
Florida
$419K – – –
EWA
1143
Exencial Wealth Advisors
Oklahoma
$417K -$63.4K -726 -13%
CCC
1144
Chelsea Counsel Company
California
$417K – – –
IWM
1145
IHT Wealth Management
Illinois
$415K +$26.6K +305 +7%
LI
1146
LVZ Inc
Michigan
$414K – – –
EWG
1147
Executive Wealth Group
Washington
$412K +$2.71K +31 +0.7%
WA
1148
Wealth Alliance
New York
$411K -$99K -1,133 -19%
GD
1149
Grandfield & Dodd
New York
$410K +$63.2K +719 +18%
LFA
1150
Legacy Financial Advisors
Kentucky
$408K +$9.09K +104 +2%
44 45
46
47 48