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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 %
CWC
1476
Carolinas Wealth Consulting
North Carolina
$45K – – –
HCM
1477
Horrell Capital Management
Arkansas
$44K – – –
RTC
1478
Riverview Trust Company
Washington
$44K – – –
CWM
1479
Castle Wealth Management
Florida
$44K +$44K +584 New
FCFS
1480
First Command Financial Services
Texas
$43K – – –
FCB
1481
First Command Bank
Texas
$43K – – –
GL
1482
GHE LLC
Tennessee
$42K +$42K +480 New
AIL
1483
AGF Investments LLC
Ontario, Canada
$41K -$757K -9,918 -95%
GM
1484
GeoWealth Management
Illinois
$41K +$3.28K +43 +9%
BIA
1485
Bell Investment Advisors
California
$41K +$41K +533 New
OAJ
1486
Ogorek Anthony Joseph
New York
$39K – – –
HS
1487
Horan Securities
United States
$39K – – –
CC
1488
Corsicana & Co
Texas
$38K -$23.3K -307 -38%
MS
1489
Marshall & Sullivan
Washington
$38K +$38K +500 New
DA
1490
Denali Advisors
California
$38K +$38K +500 New
RAM
1491
Riggs Asset Management
Pennsylvania
$37K – – –
MWA
1492
Miller Wealth Advisors
Colorado
$35K -$4.23K -55 -11%
SOW
1493
State of Wyoming
Wyoming
$32K -$199K -2,640 -86%
BMD
1494
Better Money Decisions
New Mexico
$32K +$32K +427 New
MSFP
1495
Mark Sheptoff Financial Planning
Connecticut
$31K – – –
SC
1496
Siena Capital
Ohio
$31K – – –
AA
1497
AlphaMark Advisors
Kentucky
$30K – – –
ARMC
1498
American Research & Management Company
Massachusetts
$30K – – –
BAM
1499
Baldrige Asset Management
Pennsylvania
$30K – – –
GA
1500
GoalVest Advisory
New York
$30K +$29.1K +388 +3,233%
58 59
60
61 62