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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 %
AAMC
1376
Asset Allocation & Management Company
Illinois
$232K – – –
CCFM
1377
Clear Creek Financial Management
Washington
$232K – – –
MTIC
1378
Missouri Trust & Investment Company
Missouri
$231K +$13.1K +150 +6%
WP
1379
WMS Partners
Maryland
$231K +$231K +2,643 New
WTA
1380
Washington Trust Advisors
Massachusetts
$230K -$62.2K -712 -21%
OC
1381
Oakworth Capital
Alabama
$230K – – –
RIA
1382
Richwood Investment Advisors
Ohio
$230K +$28.5K +325 +14%
KWM
1383
Kolinsky Wealth Management
New Jersey
$229K +$6.21K +71 +3%
EH
1384
EMG Holdings
Connecticut
$227K +$227K +2,600 New
GPFA
1385
Game Plan Financial Advisors
Ohio
$227K +$227K +2,600 New
GIA
1386
GHP Investment Advisors
Colorado
$226K -$123K -1,415 -35%
WTB
1387
Washington Trust Bank
Washington
$226K -$1.75K -20 -0.8%
FPWM
1388
FSB Premier Wealth Management
Iowa
$226K +$7.72K +93 +4%
SFS
1389
Stiles Financial Services
Minnesota
$226K +$226K +2,589 New
SWM
1390
Silverlake Wealth Management
Vermont
$225K -$48.1K -550 -18%
MCC
1391
Money Concepts Capital
Florida
$225K +$225K +2,571 New
SGI
1392
Summit Global Investments
Utah
$224K – – –
EA
1393
Ellsworth Advisors
Ohio
$224K +$6.98K +77 +3%
MPW
1394
Monterey Private Wealth
California
$224K +$224K +2,486 New
FAM
1395
Formidable Asset Management
Ohio
$223K -$4.2K -48 -2%
KFGK
1396
Keystone Financial Group (Kentucky)
Kentucky
$223K – – –
AIP
1397
Almanack Investment Partners
Pennsylvania
$223K +$16.7K +191 +8%
EFSCE
1398
Enterprise Financial Services Corp (EFSC)
Missouri
$222K -$50.2K -574 -18%
AMBIA
1399
Allen Mooney & Barnes Investment Advisors
Georgia
$221K +$221K +2,532 New
MCM
1400
Maryland Capital Management
Maryland
$221K -$27.1K -309 -11%
54 55
56
57 58