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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 %
TWA
1526
TCI Wealth Advisors
Arizona
$65K -$965 -11 -1%
TLCM
1527
Twin Lakes Capital Management
California
$63K – – –
HWA
1528
HHM Wealth Advisors
Tennessee
$59K – – –
SWA
1529
SOA Wealth Advisors
New York
$59K +$86 +1 +0.1%
AWM
1530
AllSquare Wealth Management
New York
$59K +$6.42K +73 +12%
CHA
1531
Carmichael Hill & Associates
Maryland
$58K – – –
CFD
1532
Creative Financial Designs
Indiana
$58K +$174 +2 +0.3%
SGAM
1533
Smith Group Asset Management
Texas
$57K -$3.24K -37 -5%
FFC
1534
First Financial Corp
Indiana
$55K – – –
C
1535
Covestor
United Kingdom
$55K +$22.1K +251 +67%
VCM
1536
Vigilant Capital Management
Maine
$54K – – –
LFASL
1537
Lugano Financial Advisors SA (LFA)
Switzerland
$54K – – –
TCWA
1538
Ten Capital Wealth Advisors
Washington
$54K – – –
AAP
1539
Arax Advisory Partners
Colorado
$54K +$8.44K +97 +19%
GAM
1540
Gemmer Asset Management
California
$53K -$15.2K -175 -22%
PFA
1541
Professional Financial Advisors
Nebraska
$53K – – –
RE
1542
RBC Europe
United Kingdom
$53K – – –
BWA
1543
BDO Wealth Advisors
Florida
$53K +$8.8K +100 +20%
ECM
1544
Estabrook Capital Management
New York
$52.4K -$4.37K -50 -8%
AWM
1545
Accel Wealth Management
Iowa
$52K +$262 +3 +0.5%
CWC
1546
Carolinas Wealth Consulting
North Carolina
$51K – – –
HCM
1547
Horrell Capital Management
Arkansas
$51K – – –
RTC
1548
Riverview Trust Company
Washington
$51K – – –
MW
1549
Milestone Wealth
New York
$51K – – –
AIP
1550
Ahrens Investment Partners
Louisiana
$51K +$34.4K +395 +208%
60 61
62
63 64