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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 %
HI
1251
Humankind Investments
New York
$263K +$39.8K +523 +18%
CL
1252
Choreo LLC
Illinois
$260K +$80.7K +1,063 +45%
RP
1253
Riverwater Partners
Wisconsin
$259K +$259K +3,400 New
CA
1254
Clearstead Advisors
Ohio
$257K +$16.9K +223 +7%
DSC
1255
Duncker Streett & Co
Missouri
$256K – – –
JWM
1256
JGP Wealth Management
Oregon
$256K +$4.68K +62 +2%
KPW
1257
Kore Private Wealth
New York
$255K -$26.1K -344 -9%
WSCM
1258
Wellington Shields Capital Management
New York
$255K -$22.8K -300 -8%
ISWM
1259
Independent Solutions Wealth Management
New York
$254K -$118K -1,549 -32%
CA
1260
Continuum Advisory
Idaho
$252K -$7.93K -104 -3%
HHGA
1261
Halbert Hargrove Global Advisors
California
$251K +$76 +1 +0%
VCG
1262
Vantage Consulting Group
Virginia
$251K +$33.2K +436 +15%
SA
1263
Syntax Advisors
New York
$251K +$33.2K +436 +15%
VNA
1264
Valley National Advisers
Pennsylvania
$250K +$108K +1,396 +76%
MWM
1265
Mission Wealth Management
California
$249K +$73.5K +966 +42%
CB
1266
CNB Bank
Pennsylvania
$248K – – –
PPW
1267
Pinnacle Private Wealth
Massachusetts
$247K -$24.4K -322 -9%
BFA
1268
Bragg Financial Advisors
North Carolina
$247K -$6.24K -82 -2%
FFN
1269
Focus Financial Network
Minnesota
$247K +$65.6K +863 +36%
CI
1270
CX Institutional
Indiana
$246K -$96.9K -1,274 -28%
FAG
1271
Fortitude Advisory Group
Washington
$246K -$10.6K -140 -4%
CAI
1272
Capital Advisors Inc
Oklahoma
$246K +$42K +551 +21%
HFS
1273
Howard Financial Services
Texas
$245K +$14.8K +195 +6%
TFCP
1274
Twin Focus Capital Partners
Massachusetts
$244K – – –
CAM
1275
Cozad Asset Management
Illinois
$244K +$15.2K +200 +7%
49 50
51
52 53