MS icon

Morgan Stanley
MS

Overview Fund Activity

1,702 hedge funds and large institutions have $146B invested in Morgan Stanley in 2021 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 640 increasing their positions, 584 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,702
Holders Change
+125
Holders Change %
+7.93%
% of All Funds
26.29%
Holding in Top 10
47
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.56%
% of All Funds
0.73%
New
243
Increased
640
Reduced
584
Closed
97
Calls
$2.44B
Puts
$5.26B
Net Calls
-$2.82B
Net Calls Change
-$561M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$725M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$365M
3
State Street
State Street
Massachusetts
+$266M
4
Capital International Investors
Capital International Investors
California
+$256M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$216M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.78B
2
BlackRock
BlackRock
New York
-$628M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$487M
4
GQG Partners
GQG Partners
Florida
-$329M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFWA
1251
Paces Ferry Wealth Advisors
Georgia
$356K -$36.3K -370 -9%
AG
1252
Ascent Group
Virginia
$352K +$352K +3,565 New
BC
1253
Bridgefront Capital
Texas
$351K -$282K -2,875 -45%
RIA
1254
Realta Investment Advisors
Delaware
$351K -$1.86K -19 -0.5%
MCM
1255
Marathon Capital Management
Maryland
$349K -$2.65K -27 -0.8%
PK
1256
Pflug Koory
Nebraska
$349K – – –
FIA
1257
Foundations Investment Advisors
Arizona
$349K – – –
SCM
1258
SOL Capital Management
Maryland
$346K – – –
RCC
1259
Red Cedar Capital
Nebraska
$344K – – –
HWA
1260
Heritage Wealth Advisors
Virginia
$344K +$490 +5 +0.1%
HWM
1261
Horizon Wealth Management
Illinois
$344K +$344K +3,504 New
DIP
1262
DT Investment Partners
Pennsylvania
$343K -$214K -2,176 -38%
FAIM
1263
Financial Advocates Investment Management
Washington
$343K -$11K -125 -3%
BS
1264
Boenning & Scattergood
Pennsylvania
$343K +$24.7K +252 +8%
AI
1265
AXS Investments
New York
$341K -$1.97M -20,065 -85%
Jones Financial Companies
1266
Jones Financial Companies
Missouri
$341K +$30.6K +311 +10%
AWA
1267
Arete Wealth Advisors
Illinois
$341K +$33.6K +380 +11%
PRC
1268
Pearl River Capital
Michigan
$341K +$341K +3,479 New
RM
1269
Resource Management
Louisiana
$340K -$53.7K -548 -14%
KWMG
1270
King Wealth Management Group
Florida
$338K – – –
FFA
1271
First Foundation Advisors
California
$338K +$76.8K +783 +29%
HWIS
1272
Hancock Whitney Investment Services
Louisiana
$338K +$338K +3,457 New
RP
1273
Riverwater Partners
Wisconsin
$334K +$334K +3,400 New
IWA
1274
Intercontinental Wealth Advisors
Texas
$333K -$94.6K -964 -22%
PB
1275
Pinnacle Bancorp
Nebraska
$330K +$15.2K +155 +5%
49 50
51
52 53