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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 %
BOPW
1701
Brandywine Oak Private Wealth
Pennsylvania
– -$219K -2,511 Closed
HWM
1702
Hemington Wealth Management
Virginia
– -$219K -2,504 Closed
BMO
1703
Beck Mack & Oliver
New York
– -$219K -2,500 Closed
HCM
1704
Hall Capital Management
Rhode Island
– -$218K -2,490 Closed
MPW
1705
Monterey Private Wealth
California
– -$224K -2,486 Closed
EA
1706
Ellsworth Advisors
Ohio
– -$224K -2,472 Closed
RCA
1707
Resonant Capital Advisors
Wisconsin
– -$214K -2,463 Closed
DCM
1708
Deuterium Capital Management
Florida
– -$215K -2,462 Closed
GAM
1709
Grandview Asset Management
Pennsylvania
– -$215K -2,454 Closed
ES
1710
Eagle Strategies
New York
– -$215K -2,454 Closed
ABC
1711
Associated Banc-Corp
Wisconsin
– -$215K -2,451 Closed
RW
1712
REDW Wealth
New Mexico
– -$213K -2,433 Closed
PWA
1713
Primoris Wealth Advisors
Florida
– -$212K -2,429 Closed
BTW
1714
Boston Trust Walden
Massachusetts
– -$212K -2,423 Closed
CRI
1715
Colonial River Investments
Virginia
– -$211K -2,413 Closed
GA
1716
Greenspring Advisors
Maryland
– -$209K -2,392 Closed
IP
1717
Investment Partners
Ohio
– -$209K -2,392 Closed
BHIA
1718
Birch Hill Investment Advisors
Massachusetts
– -$208K -2,378 Closed
RFM
1719
Royal Fund Management
Florida
– -$204K -2,344 Closed
FVCM
1720
F&V Capital Management
Florida
– -$204K -2,339 Closed
KS
1721
Karpas Strategies
Connecticut
– -$204K -2,332 Closed
FAFN
1722
First Affirmative Financial Network
Colorado
– -$203K -2,322 Closed
AIMC
1723
Alley Investment Management Company
Illinois
– -$202K -2,314 Closed
CIC
1724
Cornercap Investment Counsel
Georgia
– -$200K -2,294 Closed
FZCM
1725
Flynn Zito Capital Management
New York
– -$200K -2,293 Closed
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