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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 %
AWA
1176
Amplius Wealth Advisors
Pennsylvania
$311K +$2.43K +32 +0.8%
CSPIA
1177
Cary Street Partners Investment Advisory
Virginia
$310K +$310K +4,074 New
ACM
1178
Allred Capital Management
Texas
$309K -$2.51K -33 -0.8%
HTC
1179
Haverford Trust Company
Pennsylvania
$309K +$309K +4,064 New
KWMG
1180
King Wealth Management Group
Florida
$308K +$7.91K +104 +3%
WFI
1181
West Family Investments
California
$307K -$19.5K -256 -6%
SMA
1182
Sage Mountain Advisors
Georgia
$307K -$3.8K -50 -1%
DJSG
1183
D.J. St. Germain
Massachusetts
$306K -$7.97M -104,824 -96%
LC
1184
Lindbrook Capital
California
$306K -$1.75K -23 -0.6%
HPWM
1185
Highland Private Wealth Management
Washington
$305K -$31K -407 -9%
WP
1186
WealthSource Partners
California
$305K +$74.5K +980 +32%
MUAMU
1187
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$304K -$228K -3,000 -43%
FFBTD
1188
First Financial Bank - Trust Division
Ohio
$304K -$2.58K -34 -0.8%
WCA
1189
Westover Capital Advisors
Delaware
$304K – – –
BWG
1190
Beta Wealth Group
California
$304K +$22.8K +300 +8%
CFO
1191
CVA Family Office
Colorado
$304K +$75.8K +995 +33%
FNB
1192
Farmers National Bank
Kentucky
$304K -$913 -12 -0.3%
RMDI
1193
R.M. Davis Inc
Maine
$302K – – –
FFG
1194
Frisch Financial Group
New York
$301K -$3.58K -47 -1%
KFS
1195
Kaizen Financial Strategies
California
$301K +$9.44K +124 +3%
RIA
1196
Richwood Investment Advisors
Ohio
$301K +$101K +1,336 +51%
TWM
1197
Tanager Wealth Management
United Kingdom
$300K – – –
CIAS
1198
Capital Investment Advisory Services
North Carolina
$300K +$116K +1,529 +63%
PRWA
1199
Platte River Wealth Advisors
Colorado
$299K -$224K -2,950 -43%
HSA
1200
HBK Sorce Advisory
Pennsylvania
$299K -$153K -2,013 -34%
46 47
48
49 50