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Morgan Stanley
MS

Overview Fund Activity

1,658 hedge funds and large institutions have $129B invested in Morgan Stanley in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 674 increasing their positions, 609 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
-44
Holders Change %
-2.59%
% of All Funds
26.24%
Holding in Top 10
31
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-34.04%
% of All Funds
0.49%
New
140
Increased
674
Reduced
609
Closed
163
Calls
$2.11B
Puts
$3.38B
Net Calls
-$1.28B
Net Calls Change
+$1.54B

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.33B
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$452M
4
Bank of America
Bank of America
North Carolina
$2.25B
5
Goldman Sachs
Goldman Sachs
New York
$1B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.46B
3
BlackRock
BlackRock
New York
$8.73B
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.2B
5
Ameriprise
Ameriprise
Minnesota
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1776
SignalPoint Asset Management
Missouri
– -$204K -2,079 Closed
MYIA
1777
Mount Yale Investment Advisors
Colorado
– -$204K -2,077 Closed
DBIA
1778
Dumont & Blake Investment Advisors
New Jersey
– -$203K -2,072 Closed
GP
1779
Girard Partners
Pennsylvania
– -$202K -2,058 Closed
CF
1780
Clarity Financial
Texas
– -$202K -2,058 Closed
PTC
1781
Petrus Trust Company
Texas
– -$202K -2,054 Closed
AWM
1782
Aprio Wealth Management
Georgia
– -$201K -2,052 Closed
BFA
1783
Beaumont Financial Advisors
Massachusetts
– -$201K -2,051 Closed
MFG
1784
Menard Financial Group
Texas
– -$201K -2,048 Closed
CAM
1785
Covenant Asset Management
New Jersey
– -$200K -2,035 Closed
MAG
1786
Mayfair Advisory Group
Alabama
– -$201K -1,980 Closed
ONST
1787
Old North State Trust
North Carolina
– -$193K -1,962 Closed
APW
1788
Austin Private Wealth
Texas
– -$181K -1,843 Closed
EWM
1789
Edge Wealth Management
New York
– -$165K -1,685 Closed
RCG
1790
Rock Creek Group
District of Columbia
– -$155K -1,582 Closed
EBA
1791
Eagle Bay Advisors
New York
– -$155K -1,574 Closed
CA
1792
Cornerstone Advisory
Maryland
– -$152K -1,550 Closed
Optiver Holding
1793
Optiver Holding
Netherlands
– -$109K -1,119 Closed
FFG
1794
Ford Financial Group
California
– -$98 -1,000 Closed
EPM
1795
Equitec Proprietary Markets
Illinois
– -$81K -826 Closed
AIM
1796
AHL Investment Management
Florida
– -$74K -750 Closed
WFS
1797
Widmann Financial Services
Maryland
– -$62K -637 Closed
CWS
1798
Confluence Wealth Services
Pennsylvania
– -$55K -568 Closed
TCWM
1799
Total Clarity Wealth Management
Illinois
– -$39K -400 Closed
WPWM
1800
Western Pacific Wealth Management
Illinois
– -$29K -300 Closed
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