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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 %
FCFS
1551
First Command Financial Services
Texas
$50K – – –
FCB
1552
First Command Bank
Texas
$50K – – –
OAJ
1553
Ogorek Anthony Joseph
New York
$45K – – –
SFA
1554
Semmax Financial Advisors
North Carolina
$45K – – –
MWA
1555
Miller Wealth Advisors
Colorado
$45K +$25.1K +285 +127%
TFO
1556
Tarbox Family Office
California
$44K -$40K -456 -48%
HS
1557
Horan Securities
United States
$44K – – –
RAM
1558
Riggs Asset Management
Pennsylvania
$43K -$1.84K -21 -4%
GM
1559
GeoWealth Management
Illinois
$43K +$10K +115 +30%
SC
1560
Solstein Capital
California
$39K – – –
MSFP
1561
Mark Sheptoff Financial Planning
Connecticut
$36K +$87 +1 +0.2%
SC
1562
Siena Capital
Ohio
$36K +$36K +408 New
AA
1563
AlphaMark Advisors
Kentucky
$35K – – –
ARMC
1564
American Research & Management Company
Massachusetts
$35K – – –
BAM
1565
Baldrige Asset Management
Pennsylvania
$34K – – –
JWA
1566
JFS Wealth Advisors
Pennsylvania
$34K +$11K +126 +48%
SPWM
1567
Spartan Planning & Wealth Management
North Carolina
$34K +$34K +385 New
LFG
1568
Larson Financial Group
Missouri
$33K – – –
ARIS
1569
Advanced Research Investment Solutions
California
$33K +$33K +381 New
SIC
1570
SJS Investment Consulting
Ohio
$32K +$5.26K +59 +20%
OLVIG
1571
Oliver Lagore Vanvalin Investment Group
Michigan
$32K +$32K +368 New
EWM
1572
Evermay Wealth Management
Virginia
$31K -$463K -5,225 -94%
CCA
1573
Column Capital Advisors
Indiana
$31K -$13.2K -149 -30%
COCM
1574
Charter Oak Capital Management
New Hampshire
$31K +$6.57K +75 +27%
TFS
1575
TrustCore Financial Services
Tennessee
$30K – – –
61 62
63
64 65