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 %
WGAM
1176
Wilkinson Global Asset Management
New York
$383K +$59.8K +685 +19%
BBA
1177
BLB&B Advisors
Pennsylvania
$382K -$26.4K -302 -6%
EB
1178
Eastern Bank
Massachusetts
$380K -$15.8K -181 -4%
AWAP
1179
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$379K – – –
CL
1180
CPWM LLC
Washington
$378K +$42.7K +488 +13%
DHGWA
1181
Dixon Hughes Goodman Wealth Advisors
North Carolina
$377K – – –
WH
1182
Willner & Heller
California
$376K +$2.65K +27 +0.7%
FFA
1183
First Foundation Advisors
California
$376K +$74.8K +856 +25%
WFI
1184
West Family Investments
California
$375K -$13.1K -150 -3%
NIM
1185
NuWave Investment Management
New Jersey
$372K +$191K +2,186 +106%
OIA
1186
Optimum Investment Advisors
Illinois
$371K -$34.9K -400 -9%
FCFC
1187
First Citizens Financial Corp
Iowa
$368K – – –
CWM
1188
Centric Wealth Management
Illinois
$368K +$26.8K +307 +8%
IIC
1189
Integrated Investment Consultants
Michigan
$367K +$5.86K +67 +2%
CCM
1190
Carlson Capital Management
Minnesota
$365K -$1.92K -22 -0.5%
FWM
1191
Frontier Wealth Management
Missouri
$365K +$21.2K +253 +6%
FPA
1192
First Pacific Advisors
California
$364K – – –
CIC
1193
Carnegie Investment Counsel
Ohio
$363K -$47.6K -544 -12%
BBWA
1194
Bell & Brown Wealth Advisors
California
$363K -$40.8K -468 -10%
MSFS
1195
Main Street Financial Solutions
Pennsylvania
$361K -$26.5K -303 -7%
ACM
1196
Allred Capital Management
Texas
$358K -$2.36K -27 -0.7%
SMA
1197
Sage Mountain Advisors
Georgia
$357K -$129K -1,478 -27%
PWPS
1198
Pinnacle Wealth Planning Services
Ohio
$357K – – –
VCM
1199
Vivaldi Capital Management
Illinois
$356K – – –
AWA
1200
Amplius Wealth Advisors
Pennsylvania
$355K +$10.5K +120 +3%
46 47
48
49 50