MS icon

Morgan Stanley
MS

Overview Fund Activity

1,702 hedge funds and large institutions have $146B invested in Morgan Stanley in 2021 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 640 increasing their positions, 584 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,702
Holders Change
+125
Holders Change %
+7.93%
% of All Funds
26.29%
Holding in Top 10
47
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.56%
% of All Funds
0.73%
New
243
Increased
640
Reduced
584
Closed
97
Calls
$2.44B
Puts
$5.26B
Net Calls
-$2.82B
Net Calls Change
-$561M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$725M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$365M
3
State Street
State Street
Massachusetts
+$266M
4
Capital International Investors
Capital International Investors
California
+$256M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$216M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.78B
2
BlackRock
BlackRock
New York
-$628M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$487M
4
GQG Partners
GQG Partners
Florida
-$329M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
1576
Professional Financial Advisors
Nebraska
$59K – – –
CCC
1577
Crescent Capital Consulting
Louisiana
$58K – – –
CWC
1578
Carolinas Wealth Consulting
North Carolina
$58K – – –
AWM
1579
Accel Wealth Management
Iowa
$58K +$48.1K +492 +487%
HCM
1580
Horrell Capital Management
Arkansas
$57K – – –
FCFS
1581
First Command Financial Services
Texas
$56K – – –
FCB
1582
First Command Bank
Texas
$55K – – –
CWS
1583
Confluence Wealth Services
Pennsylvania
$55K +$55K +568 New
CFA
1584
Carroll Financial Associates
North Carolina
$54K -$4.44K -45 -8%
OAJ
1585
Ogorek Anthony Joseph
New York
$51K – – –
SFA
1586
Semmax Financial Advisors
North Carolina
$51K – – –
AAP
1587
Arax Advisory Partners
Colorado
$51K +$4.96K +51 +11%
MW
1588
Milestone Wealth
New York
$51K +$51K +517 New
RAM
1589
Riggs Asset Management
Pennsylvania
$50K – – –
CCA
1590
Column Capital Advisors
Indiana
$49K -$1.08K -11 -2%
BWA
1591
BDO Wealth Advisors
Florida
$49K +$4.2K +43 +9%
HS
1592
Horan Securities
United States
$49K +$49K +500 New
SC
1593
Solstein Capital
California
$44K – – –
MSFP
1594
Mark Sheptoff Financial Planning
Connecticut
$40K +$1.17K +12 +3%
ARMC
1595
American Research & Management Company
Massachusetts
$39K – – –
AA
1596
AlphaMark Advisors
Kentucky
$39K – – –
TCWM
1597
Total Clarity Wealth Management
Illinois
$39K – – –
ETC
1598
Exchange Traded Concepts
Oklahoma
$38K – – –
FBT
1599
First Bank & Trust
South Dakota
$38K – – –
BAM
1600
Baldrige Asset Management
Pennsylvania
$38K – – –
62 63
64
65 66