MS icon

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 %
EBA
1401
Eagle Bay Advisors
New York
$120K +$120K +1,576 New
PAM
1402
Premier Asset Management
Illinois
$114K – – –
VRM
1403
Vectors Research Management
New York
$114K – – –
MMG
1404
Monetary Management Group
Missouri
$114K – – –
PSB
1405
Piscataqua Savings Bank
New Hampshire
$111K +$91K +1,200 +456%
GGI
1406
Godsey & Gibb Inc
Virginia
$109K +$109K +1,436 New
LTI
1407
Laffer Tengler Investments
Tennessee
$107K – – –
JG
1408
Jefferies Group
New York
$106K -$85.4K -1,123 -45%
IBOK
1409
Independence Bank of Kentucky
Kentucky
$104K – – –
SWA
1410
Sutton Wealth Advisors
Florida
$104K +$18K +236 +21%
SCM
1411
Silvant Capital Management
Georgia
$103K – – –
GG
1412
Gleason Group
Kentucky
$103K +$912 +12 +0.9%
CAL
1413
Capital Advisors Ltd
Ohio
$102K +$4.7K +62 +5%
Parallax Volatility Advisers
1414
Parallax Volatility Advisers
California
$101K +$101K +1,326 New
GWS
1415
Glassman Wealth Services
Virginia
$100K +$29.5K +387 +42%
BC
1416
Burleson & Co
California
$99K -$27.5K -360 -22%
Kayne Anderson Rudnick Investment Management
1417
Kayne Anderson Rudnick Investment Management
California
$99K – – –
DAC
1418
Dividend Assets Capital
South Carolina
$96K – – –
FBC
1419
Fairfield, Bush & Co
Connecticut
$94K +$94K +1,240 New
PA
1420
PSI Advisors
Florida
$92K +$7.66K +100 +9%
TCWM
1421
Total Clarity Wealth Management
Illinois
$91K +$91K +1,202 New
ME
1422
McIlrath & Eck
Washington
$89K +$9.05K +119 +11%
WPA
1423
West Paces Advisors
Georgia
$87K -$3.42K -45 -4%
WR
1424
WD Rutherford
Oregon
$87K -$35.9K -475 -29%
FA
1425
Fortis Advisors
Pennsylvania
$85K +$762 +10 +0.9%
55 56
57
58 59