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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 %
CCM
1276
Covington Capital Management
California
$243K -$1.45K -19 -0.6%
CA
1277
Crewe Advisors
Utah
$243K +$53.1K +699 +28%
RMAM
1278
Raab & Moskowitz Asset Management
New Jersey
$243K +$53.6K +705 +28%
HWM
1279
Horizon Wealth Management
Illinois
$242K -$24.7K -325 -9%
EFG
1280
Everhart Financial Group
Ohio
$242K +$242K +3,183 New
DA
1281
Detalus Advisors
Missouri
$240K +$240K +3,149 New
NAS
1282
Nicolet Advisory Services
Wisconsin
$239K +$3.31K +43 +1%
ESCM
1283
Echo Street Capital Management
New York
$238K -$69.8K -917 -23%
JIC
1284
Johnson Investment Counsel
Ohio
$238K +$50.7K +668 +27%
SCM
1285
SOL Capital Management
Maryland
$237K -$30.4K -400 -11%
NFSG
1286
Newbridge Financial Services Group
Florida
$237K +$380 +5 +0.2%
DU
1287
Delphia (USA)
Ontario, Canada
$237K +$237K +3,112 New
AG
1288
Ascent Group
Virginia
$236K -$29K -345 -11%
KWM
1289
Keebeck Wealth Management
Illinois
$236K +$236K +3,102 New
MAM
1290
Madison Asset Management
Wisconsin
$236K +$236K +3,106 New
JCM
1291
Janney Capital Management
Pennsylvania
$235K – – –
AWM
1292
Aprio Wealth Management
Georgia
$235K +$235K +3,090 New
PAM
1293
Private Asset Management
California
$234K – – –
I
1294
IMPACTfolio
Colorado
$232K -$3.04K -40 -1%
SG
1295
Stonnington Group
California
$231K -$350K -4,550 -60%
OCM
1296
Objective Capital Management
Ohio
$231K – – –
LAS
1297
LWM Advisory Services
Florida
$231K +$27.9K +367 +14%
QPWM
1298
Quadrant Private Wealth Management
Pennsylvania
$230K +$3.05K +40 +1%
AWA
1299
Arete Wealth Advisors
Illinois
$229K -$63.3K -830 -22%
ORC
1300
O'Rourke & Company
Massachusetts
$228K -$2.82K -37 -1%
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