MS icon

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
1
Wellington Management Group
Massachusetts
$3.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$374M
3
Capital International Investors
3
Capital International Investors
California
$1.73B
4
Franklin Resources
4
Franklin Resources
California
$790M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$194M

Top Sellers

1
State Street
1
State Street
Massachusetts
$9.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.07B
3
BlackRock
3
BlackRock
New York
$7.16B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$654M
5
Bessemer Group
5
Bessemer Group
New Jersey
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1676
Segment Wealth Management
Texas
– -$265K -3,028 Closed
GSC
1677
Ground Swell Capital
South Carolina
– -$263K -3,010 Closed
GLA
1678
Great Lakes Advisors
Illinois
– -$262K -2,999 Closed
ZIM
1679
Zacks Investment Management
Illinois
– -$261K -2,987 Closed
NFP
1680
Narus Financial Partners
Utah
– -$257K -2,944 Closed
BAM
1681
Blueshift Asset Management
New Jersey
– -$250K -2,858 Closed
SIA
1682
SkyView Investment Advisors
New Jersey
– -$240K -2,849 Closed
BIP
1683
Blueprint Investment Partners
North Carolina
– -$246K -2,813 Closed
RIM
1684
Reliant Investment Management
Tennessee
– -$244K -2,795 Closed
RT
1685
Rockland Trust
Massachusetts
– -$242K -2,761 Closed
JSW
1686
Journey Strategic Wealth
New Jersey
– -$234K -2,679 Closed
BBNA
1687
Bremer Bank National Association
Minnesota
– -$234K -2,675 Closed
CCFM
1688
Clear Creek Financial Management
Washington
– -$232K -2,650 Closed
WP
1689
WMS Partners
Maryland
– -$231K -2,643 Closed
KWM
1690
Kolinsky Wealth Management
New Jersey
– -$229K -2,620 Closed
GPFA
1691
Game Plan Financial Advisors
Ohio
– -$227K -2,600 Closed
EH
1692
EMG Holdings
Connecticut
– -$227K -2,600 Closed
WTB
1693
Washington Trust Bank
Washington
– -$226K -2,590 Closed
SWM
1694
Silverlake Wealth Management
Vermont
– -$225K -2,577 Closed
SGI
1695
Summit Global Investments
Utah
– -$224K -2,563 Closed
AIP
1696
Almanack Investment Partners
Pennsylvania
– -$223K -2,557 Closed
FAM
1697
Formidable Asset Management
Ohio
– -$223K -2,548 Closed
AMBIA
1698
Allen Mooney & Barnes Investment Advisors
Georgia
– -$221K -2,532 Closed
MCM
1699
Maryland Capital Management
Maryland
– -$221K -2,523 Closed
BCA
1700
Bay Colony Advisors
Massachusetts
– -$220K -2,514 Closed
66 67
68
69 70