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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 %
FFA
1201
First Foundation Advisors
California
$299K -$27.7K -365 -8%
AW
1202
ACG Wealth
Georgia
$299K +$456 +6 +0.2%
HA
1203
Herold Advisors
New York
$299K +$76.8K +1,011 +35%
BOM
1204
Bank of Marin
California
$296K -$92.5K -1,215 -24%
MHR
1205
Matthew Hamilton Rosenberg
$296K -$47.6K -620 -14%
GRP
1206
Global Retirement Partners
California
$296K -$2.59K -34 -0.9%
BMM
1207
Buffington Mohr McNeal
Idaho
$296K +$10.9K +143 +4%
WH
1208
Willner & Heller
California
$295K +$4.48K +59 +2%
FHA
1209
Flagship Harbor Advisors
Massachusetts
$295K +$29.5K +388 +11%
SC
1210
Sepio Capital
Utah
$295K +$42.5K +559 +17%
SFP
1211
Shepherd Financial Partners
Massachusetts
$294K +$64.2K +844 +28%
MA
1212
MCF Advisors
Kentucky
$293K +$15K +198 +5%
CSB
1213
City State Bank
Iowa
$291K +$380 +5 +0.1%
PNC
1214
Park National Corp
Ohio
$290K +$7.01K +92 +2%
CF
1215
Cantor Fitzgerald
New York
$289K -$167K -2,200 -37%
Hotchkis & Wiley Capital Management
1216
Hotchkis & Wiley Capital Management
California
$289K +$45.6K +600 +19%
SB
1217
Sunflower Bank
Texas
$288K -$9.03K -119 -3%
TNBTD
1218
Trustmark National Bank Trust Department
Mississippi
$288K – – –
IIC
1219
Integrated Investment Consultants
Michigan
$287K -$32.5K -427 -10%
DWM
1220
Drive Wealth Management
Utah
$286K -$50.8K -668 -15%
OMC
1221
Overbrook Management Corp
New York
$286K – – –
HA
1222
HYA Advisors
Missouri
$286K +$1.37K +18 +0.5%
CHP
1223
Cable Hill Partners
Oregon
$286K +$63.8K +839 +29%
RWA
1224
Redhawk Wealth Advisors
Minnesota
$285K +$1.14K +15 +0.4%
PCMC
1225
Private Capital Management (Colorado)
Colorado
$284K – – –
47 48
49
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