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Morgan Stanley
MS

Overview Fund Activity

1,658 hedge funds and large institutions have $129B invested in Morgan Stanley in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 674 increasing their positions, 609 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
-44
Holders Change %
-2.59%
% of All Funds
26.24%
Holding in Top 10
31
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-34.04%
% of All Funds
0.49%
New
140
Increased
674
Reduced
609
Closed
163
Calls
$2.11B
Puts
$3.38B
Net Calls
-$1.28B
Net Calls Change
+$1.54B

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.59B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.17B
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$452M
4
Bank of America
Bank of America
North Carolina
+$263M
5
Goldman Sachs
Goldman Sachs
New York
+$230M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$818M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$747M
3
BlackRock
BlackRock
New York
-$605M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$519M
5
Ameriprise
Ameriprise
Minnesota
-$475M
Name Holding Trade Value Shares
Change 		Shares
Change %
QPWM
1326
Quadrant Private Wealth Management
Pennsylvania
$260K +$68.2K +781 +36%
NFP
1327
Narus Financial Partners
Utah
$257K +$257K +2,944 New
NAS
1328
Nicolet Advisory Services
Wisconsin
$257K +$336 +4 +0.1%
TC
1329
Tatro Capital
Kentucky
$257K +$15.7K +180 +7%
CFG
1330
Cooper Financial Group
California
$257K +$257K +2,938 New
NB
1331
NBT Bank
New York
$256K – – –
HI
1332
Humankind Investments
New York
$256K +$12.1K +139 +5%
HA
1333
Herold Advisors
New York
$256K +$256K +2,925 New
CHP
1334
Cable Hill Partners
Oregon
$255K +$55.6K +637 +28%
FCA
1335
FinTrust Capital Advisors
South Carolina
$255K +$101K +1,161 +66%
JSL
1336
JT Stratford LLC
Georgia
$251K -$26.1K -298 -9%
LCM
1337
Leisure Capital Management
California
$251K – – –
WA1
1338
Wimmer Associates 1
California
$251K – – –
MAM
1339
McLean Asset Management
Virginia
$251K +$12.1K +139 +5%
VCG
1340
Vantage Consulting Group
Virginia
$250K +$4.72K +54 +2%
SA
1341
Syntax Advisors
New York
$250K +$4.72K +54 +2%
BAM
1342
Blueshift Asset Management
New Jersey
$250K +$19.8K +226 +9%
AL
1343
Aspiriant LLC
California
$250K +$250K +2,861 New
SIM
1344
SSI Investment Management
California
$249K -$10.3K -118 -4%
NSB
1345
Norway Savings Bank
Maine
$249K – – –
AWA
1346
Alta Wealth Advisors
Massachusetts
$248K +$248K +2,838 New
BIP
1347
Blueprint Investment Partners
North Carolina
$246K -$444K -5,072 -64%
EFM
1348
E Fund Management
China
$245K -$32.6K -373 -12%
UF
1349
Univest Financial
Pennsylvania
$245K +$8.2K +94 +3%
CCB
1350
Cutter & Co Brokerage
Missouri
$244K +$244K +2,787 New
52 53
54
55 56