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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 %
RC
1351
Reik & Co
New York
$206K – – –
CFN
1352
Cordasco Financial Network
Florida
$206K – – –
PIA
1353
Powell Investment Advisors
Florida
$206K +$1.83K +24 +0.9%
NWA
1354
Navis Wealth Advisors
New York
$205K – – –
CPIG
1355
Chicago Partners Investment Group
Illinois
$205K +$205K +2,435 New
WCM
1356
Wedge Capital Management
North Carolina
$204K -$4.8K -63 -2%
WAM
1357
Weatherly Asset Management
California
$204K – – –
AA
1358
Argent Advisors
Louisiana
$204K – – –
CT
1359
Chicago Trust
Illinois
$204K +$23.6K +310 +13%
CPC
1360
Cookson Peirce & Co
Pennsylvania
$203K -$52.2M -684,959 -100%
UF
1361
Univest Financial
Pennsylvania
$203K -$11K -144 -5%
WWM
1362
Windsor Wealth Management
Indiana
$202K -$740K -9,834 -79%
AAMC
1363
Asset Allocation & Management Company
Illinois
$202K – – –
MTIC
1364
Missouri Trust & Investment Company
Missouri
$201K – – –
EFSCE
1365
Enterprise Financial Services Corp (EFSC)
Missouri
$201K +$8.13K +107 +4%
NEWAS
1366
N.E.W. Advisory Services
Wisconsin
$201K +$201K +2,641 New
OC
1367
Oakworth Capital
Alabama
$194K -$6.4K -84 -3%
MCM
1368
Manchester Capital Management
Vermont
$191K +$174K +2,289 +1,050%
HCM
1369
Highlander Capital Management
New Jersey
$190K – – –
BSB
1370
Bangor Savings Bank
Maine
$189K +$189K +2,487 New
HFM
1371
Harvest Fund Management
China
$184K -$103K -1,351 -36%
HI
1372
Harbour Investments
Wisconsin
$182K +$182K +2,389 New
OA
1373
Operose Advisors
Wisconsin
$179K – – –
PWMG
1374
Prestige Wealth Management Group
New Jersey
$175K +$15.8K +208 +10%
EI
1375
Ellevest Inc
New York
$174K -$311K -4,081 -64%
53 54
55
56 57