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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 %
SA
1451
SRH Advisors
Kansas
$59K +$460 +6 +0.8%
SCA
1452
Stonebridge Capital Advisors
Minnesota
$57K -$21.3K -277 -27%
CWA
1453
Clearview Wealth Advisors
Oregon
$57K -$18.8K -248 -25%
WSC
1454
Wellington Shields & Co
New York
$57K +$57K +750 New
TWA
1455
TCI Wealth Advisors
Arizona
$56K -$228 -3 -0.4%
TLCM
1456
Twin Lakes Capital Management
California
$55K – – –
HWA
1457
HHM Wealth Advisors
Tennessee
$52K – – –
AWM
1458
AllSquare Wealth Management
New York
$51K – – –
CFD
1459
Creative Financial Designs
Indiana
$51K +$229 +3 +0.5%
SWA
1460
SOA Wealth Advisors
New York
$50K -$970 -13 -2%
CHA
1461
Carmichael Hill & Associates
Maryland
$50K – – –
BWA
1462
BDO Wealth Advisors
Florida
$50K +$3.83K +50 +8%
Q
1463
QVR
California
$48K -$572K -7,457 -92%
LFASL
1464
Lugano Financial Advisors SA (LFA)
Switzerland
$47K – – –
FFC
1465
First Financial Corp
Indiana
$47K – – –
VCM
1466
Vigilant Capital Management
Maine
$47K – – –
SFA
1467
Semmax Financial Advisors
North Carolina
$47K – – –
TCWA
1468
Ten Capital Wealth Advisors
Washington
$47K – – –
AWM
1469
Accel Wealth Management
Iowa
$47K +$391 +5 +0.8%
MCC
1470
Money Concepts Capital
Florida
$46K -$150K -1,967 -77%
BEI
1471
Benjamin Edwards Inc
Missouri
$46K -$116K -1,514 -72%
AAP
1472
Arax Advisory Partners
Colorado
$46K -$1.37K -18 -3%
RE
1473
RBC Europe
United Kingdom
$46K – – –
PFA
1474
Professional Financial Advisors
Nebraska
$46K – – –
ECM
1475
Estabrook Capital Management
New York
$45.6K – – –
57 58
59
60 61