MS icon

Morgan Stanley
MS

Overview Fund Activity

1,536 hedge funds and large institutions have $144B invested in Morgan Stanley in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 582 increasing their positions, 606 reducing their positions, and 95 closing their positions.

Holders
1,536
Holders Change
+31
Holders Change %
+2.06%
% of All Funds
26.82%
Holding in Top 10
58
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-18.31%
% of All Funds
1.01%
New
143
Increased
582
Reduced
606
Closed
95
Calls
$2.59B
Puts
$3.46B
Net Calls
-$865M
Net Calls Change
+$138M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.68B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.5B
3
Macquarie Group
3
Macquarie Group
Australia
$363M
4
Amundi
4
Amundi
France
$339M
5
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$1.42B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.35B
2
GA
2
Greenhaven Associates
New York
$25.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$56K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$467M
5
State Street
5
State Street
Massachusetts
$11.9B
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$34.6B 377,085,167 – –
State Street
2
State Street
Massachusetts
$11.9B 129,694,032 -2,644,070 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.1B 120,629,590 -392,396 -0.3%
BlackRock
4
BlackRock
New York
$11.1B 120,525,147 +1,162,612 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$5.35B 58,330,109 -10,608,054 -15%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$4.84B 52,827,699 -2,164,159 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$4.09B 44,588,710 -150,481 -0.3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$3.5B 38,217,536 +4,377,498 +13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.21B 24,120,241 +830,122 +4%
Bank of America
10
Bank of America
North Carolina
$2.01B 21,975,137 +45,119 +0.2%
Norges Bank
11
Norges Bank
Norway
$1.7B 18,567,236 -9,783 -0.1%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$1.68B 18,320,677 +4,979,125 +37%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$1.62B 17,688,645 +774,900 +5%
Ameriprise
14
Ameriprise
Minnesota
$1.6B 17,466,789 -330,782 -2%
Northern Trust
15
Northern Trust
Illinois
$1.54B 16,786,726 -484,644 -3%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$1.42B 15,489,899 +3,586,062 +30%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$1.28B 13,976,450 -30,088 -0.2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.18B 12,904,005 -723,682 -5%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.06B 11,598,643 -833,788 -7%
Invesco
20
Invesco
Georgia
$1.04B 11,357,500 -922,007 -8%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$985M 10,864,798 +2,023,854 +23%
Primecap Management
22
Primecap Management
California
$921M 10,043,973 -1,591,655 -14%
Fisher Asset Management
23
Fisher Asset Management
Washington
$893M 9,742,297 +235,518 +2%
Legal & General Group
24
Legal & General Group
United Kingdom
$865M 9,438,462 +190,657 +2%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$856M 9,330,477 +351,816 +4%
1
2 3 4 5