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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 %
RIM
1351
Reliant Investment Management
Tennessee
$244K +$244K +2,795 New
ACM
1352
Avalon Capital Management
California
$242K -$1.05K -13 -0.4%
RT
1353
Rockland Trust
Massachusetts
$242K – – –
PFA
1354
Pathway Financial Advisors
Vermont
$242K +$4.37K +50 +2%
PS
1355
Planned Solutions
California
$241K -$4.37K -50 -2%
RWA
1356
River Wealth Advisors
Pennsylvania
$241K +$241K +3,127 New
SIA
1357
SkyView Investment Advisors
New Jersey
$240K -$136K -1,613 -36%
AFS
1358
Annapolis Financial Services
Maryland
$240K – – –
WCM
1359
Wedge Capital Management
North Carolina
$240K +$18.4K +210 +8%
BP
1360
Broadleaf Partners
Ohio
$238K – – –
DAM
1361
Doheny Asset Management
California
$238K – – –
HWMG
1362
Hurlow Wealth Management Group
Indiana
$238K +$238K +2,725 New
NB
1363
Northwest Bancshares
Pennsylvania
$237K +$52.5K +600 +28%
BFM
1364
Boston Financial Management
Massachusetts
$237K +$237K +2,709 New
NWA
1365
Navis Wealth Advisors
New York
$236K -$26.2K -300 -10%
RC
1366
Reik & Co
New York
$236K – – –
CFN
1367
Cordasco Financial Network
Florida
$236K – – –
WAM
1368
Weatherly Asset Management
California
$235K – – –
BBNA
1369
Bremer Bank National Association
Minnesota
$234K -$53.9K -616 -19%
JSW
1370
Journey Strategic Wealth
New Jersey
$234K – – –
PIA
1371
Powell Investment Advisors
Florida
$234K +$3.75K +43 +2%
AA
1372
Argent Advisors
Louisiana
$234K +$9.17K +105 +4%
LAS
1373
LWM Advisory Services
Florida
$234K +$42.5K +486 +22%
CAI
1374
Capital Advisors Inc
Oklahoma
$234K +$234K +2,678 New
MFG
1375
Merit Financial Group
Georgia
$234K +$234K +2,679 New
53 54
55
56 57