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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
$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.33B
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$452M
4
Bank of America
Bank of America
North Carolina
$2.25B
5
Goldman Sachs
Goldman Sachs
New York
$1B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.46B
3
BlackRock
BlackRock
New York
$8.73B
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.2B
5
Ameriprise
Ameriprise
Minnesota
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
1601
PrairieView Partners
Minnesota
$17K +$17K +195 New
DC
1602
DeDora Capital
California
$17K +$17K +200 New
HWMA
1603
Heritage Wealth Management (Arizona)
Arizona
$17K +$17K +200 New
SC
1604
Sierra Capital
Florida
$16K +$1.03K +12 +7%
CI Investments Inc
1605
CI Investments Inc
Ontario, Canada
$15K -$262 -3 -2%
SCA
1606
Stuart Chaussee & Associates
California
$15K – – –
FPB
1607
First PREMIER Bank
South Dakota
$14K – – –
AP
1608
Atwood & Palmer
Missouri
$14K – – –
NWM
1609
Nauset Wealth Management
Connecticut
$14K +$14K +165 New
ACK
1610
Andrew C. Karlinski
$13K -$342 -4 -3%
TCM
1611
Tradewinds Capital Management
Washington
$13K – – –
CAGAS
1612
Capital Advisory Group Advisory Services
Minnesota
$13K +$13K +150 New
AWM
1613
Atticus Wealth Management
Florida
$12K +$964 +11 +9%
FRA
1614
Front Row Advisors
California
$11K – – –
JGIA
1615
Jackson Grant Investment Advisers
Connecticut
$11K – – –
SC
1616
Stephens Consulting
Michigan
$10.9K – – –
LWA
1617
Lowe Wealth Advisors
Maryland
$9K – – –
TIM
1618
Tortoise Investment Management
New York
$9K – – –
GCM
1619
Gables Capital Management
Florida
$9K – – –
FFWM
1620
Future Financial Wealth Management
Ohio
$9K – – –
LWANC
1621
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K – – –
FCT
1622
First Community Trust
Iowa
$9K +$2.62K +30 +41%
BHWM
1623
Beaird Harris Wealth Management
Texas
$9K +$9K +104 New
WWP
1624
WR Wealth Planners
Missouri
$8.95K +$8.95K +102 New
PCH
1625
Polar Capital Holdings
United Kingdom
$8.79K -$3.25K -37,137 -27%
63 64
65
66 67