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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.

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
1
Ameriprise
Minnesota
$2.32B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.3B
3
State Street
3
State Street
Massachusetts
$12.8B
4
Capital International Investors
4
Capital International Investors
California
$256M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$753M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.47B
2
BlackRock
2
BlackRock
New York
$10.5B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$23.8M
4
GQG Partners
4
GQG Partners
Florida
$440M
5
OTPPB
5
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CDIA
1776
Capital Directions Investment Advisors
Georgia
– -$150K -1,545 Closed
EWA
1777
Evolution Wealth Advisors
Florida
– -$118K -1,215 Closed
PWM
1778
Prentice Wealth Management
New York
– -$117K -1,205 Closed
AWA
1779
Arkadios Wealth Advisors
Georgia
– -$114K -1,173 Closed
GPA
1780
Guidance Point Advisors
Massachusetts
– -$67K -693 Closed
KIG
1781
Kowal Investment Group
Wisconsin
– -$64K -659 Closed
BMD
1782
Better Money Decisions
New Mexico
– -$44K -454 Closed
CPC
1783
Consolidated Planning Corp
Georgia
– -$38K -386 Closed
JPLA
1784
Joseph P. Lucia & Associates
New York
– -$31K -318 Closed
RA
1785
Resolute Advisors
California
– -$30K -306 Closed
HA
1786
Herold Advisors
New York
– -$24K -250 Closed
PWA
1787
Phoenix Wealth Advisors
North Carolina
– -$21K -215 Closed
CFA
1788
Cahill Financial Advisors
Minnesota
– -$17K -176 Closed
IF
1789
Ironwood Financial
Arizona
– -$12K -128 Closed
WLPWM
1790
Walled Lake Planning & Wealth Management
Illinois
– -$10K -105 Closed
LWM
1791
Liberty Wealth Management
California
– -$10K -100 Closed
AS
1792
Altshuler Shaham
Israel
– -$7K -76 Closed
HF
1793
Halpern Financial
Virginia
– -$6.52K -67 Closed
RVM
1794
Robinson Value Management
Texas
– -$5K -56 Closed
RTL
1795
Red Tortoise LLC
Georgia
– -$4K -55 Closed
DWMG
1796
DB Wealth Management Group
California
– -$4K -43 Closed
CMBA
1797
C.M. Bidwell & Associates
Hawaii
– -$3K -34 Closed
CI
1798
Cordant Inc
Oregon
– -$3K -26 Closed
GKWIM
1799
Gerber Kawasaki Wealth & Investment Management
California
– -$2K -2 Closed
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