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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
$3.37B
2
Morgan Stanley
Morgan Stanley
New York
$374M
3
Capital International Investors
Capital International Investors
California
$1.73B
4
Franklin Resources
Franklin Resources
California
$790M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$194M

Top Sellers

1
State Street
State Street
Massachusetts
$9.33B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.07B
3
BlackRock
BlackRock
New York
$7.16B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$654M
5
Bessemer Group
Bessemer Group
New Jersey
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LHC
1651
Little House Capital
Massachusetts
– -$558K -6,380 Closed
BA
1652
Bellwether Advisors
Nebraska
– -$475K -5,437 Closed
PM
1653
Parametrica Management
Hong Kong
– -$470K -5,370 Closed
IWA
1654
IBEX Wealth Advisors
New Jersey
– -$447K -5,112 Closed
JF
1655
Jump Financial
Illinois
– -$447K -5,112 Closed
CC
1656
Centiva Capital
New York
– -$443K -5,063 Closed
FPCG
1657
Fort Pitt Capital Group
Pennsylvania
– -$404K -4,621 Closed
FFM
1658
Fullerton Fund Management
Singapore
– -$392K -4,485 Closed
BFM
1659
Boothbay Fund Management
New York
– -$389K -4,449 Closed
FAIM
1660
Financial Advocates Investment Management
Washington
– -$387K -4,434 Closed
FWM
1661
Frontier Wealth Management
Missouri
– -$365K -4,352 Closed
NIM
1662
NuWave Investment Management
New Jersey
– -$372K -4,253 Closed
FPA
1663
First Pacific Advisors
California
– -$364K -4,160 Closed
FIBT
1664
First International Bank & Trust
North Dakota
– -$355K -4,062 Closed
SCM
1665
Stevens Capital Management
Pennsylvania
– -$338K -3,869 Closed
CAIMH
1666
Central Asset Investments & Management Holdings
Hong Kong
– -$332K -3,800 Closed
BWCS
1667
Beirne Wealth Consulting Services
Connecticut
– -$331K -3,800 Closed
AC
1668
ASB Consultores
Florida
– -$318K -3,641 Closed
NCA
1669
New Century Advisors
Maryland
– -$313K -3,580 Closed
IWA
1670
Intercontinental Wealth Advisors
Texas
– -$296K -3,392 Closed
MIH
1671
Meitav Investment House
Israel
– -$292K -3,289 Closed
EL
1672
EMFO LLC
Florida
– -$284K -3,250 Closed
SWA
1673
Stratos Wealth Advisors
Ohio
– -$274K -3,138 Closed
WB
1674
West Bancorporation
Iowa
– -$274K -3,130 Closed
PFP
1675
Pinnacle Financial Partners
Tennessee
– -$270K -3,090 Closed
65 66
67
68 69