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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 %
ACM
1301
Avalon Capital Management
California
$228K – – –
SOAMC
1302
Spirit of America Management Corp
New York
$228K – – –
SFS
1303
Stiles Financial Services
Minnesota
$228K +$31K +407 +16%
NCM
1304
Novare Capital Management
North Carolina
$227K -$73K -960 -24%
KA
1305
Kozak & Associates
Colorado
$227K +$89.4K +1,178 +65%
FOA
1306
Five Oceans Advisors
California
$226K -$6.53K -86 -3%
PWP
1307
Perfromance Wealth Partners
Illinois
$226K -$761 -10 -0.3%
HI
1308
Harrington Investments
California
$226K – – –
RWA
1309
River Wealth Advisors
Pennsylvania
$224K -$14.2K -187 -6%
1WA
1310
180 Wealth Advisors
Washington
$224K -$1.46K -19 -0.6%
F4L
1311
Fortune 45 LLC
Louisiana
$224K +$224K +2,955 New
NB
1312
NBT Bank
New York
$223K – – –
RCM
1313
Raleigh Capital Management
North Carolina
$223K +$30.2K +397 +16%
XS
1314
XR Securities
Illinois
$223K +$223K +2,927 New
MSAM
1315
Moloney Securities Asset Management
Missouri
$222K -$177K -2,322 -44%
VA
1316
Valmark Advisers
Ohio
$222K -$123K -1,610 -36%
FCA
1317
FinTrust Capital Advisors
South Carolina
$222K -$18.9K -229 -8%
AA
1318
Addison Advisors
Vermont
$222K -$8.67K -114 -4%
BCM
1319
Bluefin Capital Management
New York
$222K +$31.4K +402 +16%
FG
1320
Fiduciary Group
Georgia
$222K +$222K +2,464 New
M
1321
MOTCO
Texas
$219K -$129K -1,694 -37%
AWA
1322
Alta Wealth Advisors
Massachusetts
$219K – – –
MAM
1323
McLean Asset Management
Virginia
$219K +$1.74K +23 +0.8%
BFC
1324
Bedel Financial Consulting
Indiana
$219K +$128K +1,681 +141%
VWM
1325
Vigilare Wealth Management
Arizona
$218K -$62.2K -819 -22%
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