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Morgan Stanley
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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 Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$37B 377,085,167 – –
State Street
2
State Street
Massachusetts
$12.8B 130,520,155 +2,714,510 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.6B 117,937,806 -650,877 -0.5%
BlackRock
4
BlackRock
New York
$10.5B 106,794,945 -6,402,153 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.29B 43,723,474 +690,835 +2%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$4.17B 42,492,491 +479,225 +1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$4.15B 42,269,708 -425,613 -1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$2.47B 25,206,452 -28,337,173 -53%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.33B 23,850,965 +183,686 +0.8%
Ameriprise
10
Ameriprise
Minnesota
$2.32B 23,758,149 +7,416,538 +45%
Bank of America
11
Bank of America
North Carolina
$2.23B 22,735,176 -362,177 -2%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$1.94B 19,778,692 -210,647 -1%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$1.82B 18,567,314 -295,898 -2%
Norges Bank
14
Norges Bank
Norway
$1.58B 16,059,749 -540,617 -3%
Northern Trust
15
Northern Trust
Illinois
$1.47B 14,941,139 -216,124 -1%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$1.43B 14,561,371 -449,275 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.41B 14,347,246 +213,860 +2%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$1.38B 14,037,219 +734,628 +6%
Capital Research Global Investors
19
Capital Research Global Investors
California
$1.3B 13,271,214 +3,718,415 +39%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.04B 10,546,530 -959,143 -8%
Fisher Asset Management
21
Fisher Asset Management
Washington
$1.03B 10,448,069 +474,238 +5%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$969M 9,715,719 -905,345 -9%
Legal & General Group
23
Legal & General Group
United Kingdom
$916M 9,326,772 -315,816 -3%
Goldman Sachs
24
Goldman Sachs
New York
$869M 8,853,969 -566,237 -6%
Primecap Management
25
Primecap Management
California
$864M 8,802,831 -1,011,204 -10%
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