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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 %
SIM
1326
SSI Investment Management
California
$218K – – –
LCM
1327
Leisure Capital Management
California
$218K – – –
JSL
1328
JT Stratford LLC
Georgia
$218K – – –
WA1
1329
Wimmer Associates 1
California
$218K – – –
WI
1330
WrapManager Inc
California
$218K +$218K +2,864 New
FSA
1331
Fort Sheridan Advisors
Illinois
$217K -$36.3K -478 -14%
KFGK
1332
Keystone Financial Group (Kentucky)
Kentucky
$217K +$22.5K +295 +12%
CWA
1333
Canvas Wealth Advisors
Kansas
$217K +$217K +2,851 New
CBFP
1334
Cedar Brook Financial Partners
Ohio
$216K -$48K -630 -18%
NSB
1335
Norway Savings Bank
Maine
$215K -$1.9K -25 -0.9%
PFA
1336
Pathway Financial Advisors
Vermont
$214K +$3.8K +50 +2%
SBL
1337
Sargent Bickham Lagudis
Colorado
$214K +$27.9K +366 +15%
GIA
1338
GHP Investment Advisors
Colorado
$213K +$16.2K +213 +8%
CPC
1339
Congress Park Capital
New York
$213K +$213K +2,800 New
DCM
1340
DGS Capital Management
New Jersey
$212K -$26.5K -349 -11%
MAG
1341
Mayfair Advisory Group
Alabama
$212K +$212K +2,517 New
EFM
1342
E Fund Management
China
$211K -$1.59K -21 -0.8%
WTC
1343
WhitTier Trust Company
Nevada
$210K -$32.2K -423 -13%
AL
1344
Aspiriant LLC
California
$209K -$7.49K -99 -3%
AFS
1345
Annapolis Financial Services
Maryland
$209K – – –
PS
1346
Planned Solutions
California
$208K -$1.9K -25 -0.9%
BP
1347
Broadleaf Partners
Ohio
$207K – – –
HWMG
1348
Hurlow Wealth Management Group
Indiana
$207K – – –
FPWM
1349
FSB Premier Wealth Management
Iowa
$206K -$684 -9 -0.3%
RC
1350
Reik & Co
New York
$206K – – –
52 53
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