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
$2.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.3B
3
State Street
State Street
Massachusetts
$12.8B
4
Capital International Investors
Capital International Investors
California
$256M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$753M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.47B
2
BlackRock
BlackRock
New York
$10.5B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$23.8M
4
GQG Partners
GQG Partners
Florida
$440M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
1676
Financial Gravity Asset Management
Texas
$5.12K +$5K +2,201 +4,153%
YAL
1677
Your Advocates Ltd
Texas
$5K – – –
FWM
1678
Focused Wealth Management
New York
$4K -$241K -2,350 -98%
JIR
1679
James Investment Research
Ohio
$4K – – –
TFM
1680
TFC Financial Management
Massachusetts
$4K – – –
HH
1681
HWG Holdings
Texas
$4K +$4K +39 New
DFCM
1682
Dark Forest Capital Management
Puerto Rico
$4K +$4K +44 New
APW
1683
Acima Private Wealth
Virginia
$3K – – –
CAM
1684
ClariVest Asset Management
California
$3K – – –
SC
1685
Schubert & Co
Texas
$3K +$3K +30 New
MBFW
1686
Morton Brown Family Wealth
Pennsylvania
$3K +$3K +31 New
MTWM
1687
Masso Torrence Wealth Management
New Jersey
$3K +$3K +32 New
PCMC
1688
Paragon Capital Management (Colorado)
Colorado
$3K +$3K +33 New
CSWM
1689
Cassady Schiller Wealth Management
Ohio
$3K +$3K +33 New
BIM
1690
Baldwin Investment Management
Pennsylvania
$2.09K +$39 +398 +2%
GWMIA
1691
Global Wealth Management Investment Advisory
Florida
$2K -$500 -5 -20%
JWM
1692
Janiczek Wealth Management
Colorado
$2K – – –
FCAS
1693
First Command Advisory Services
Texas
$2K – – –
AP
1694
Arlington Partners
Alabama
$2K +$2K +17 New
CFFP
1695
Center for Financial Planning
Michigan
$2K +$2K +21 New
WA
1696
WestEnd Advisors
North Carolina
$1.67K +$1.67K +17 New
BBHC
1697
Brown Brothers Harriman & Co
New York
$1.02K -$16 -161 -2%
UFF
1698
USA Financial Formulas
Michigan
$1K -$2.04M -12,252 -100%
HFS
1699
Hantz Financial Services
Michigan
$1K +$1K +13 New
MGIM
1700
M&G Investment Management
United Kingdom
$370 -$31.5K -321,553 -99%
66 67
68
69 70