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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.

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.46B
3
BlackRock
3
BlackRock
New York
$8.73B
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$1.2B
5
Ameriprise
5
Ameriprise
Minnesota
$1.59B
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$33B 377,085,167 – –
State Street
2
State Street
Massachusetts
$11.4B 130,449,037 -71,118 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.4B 119,462,176 +1,524,370 +1%
BlackRock
4
BlackRock
New York
$8.73B 99,877,472 -6,917,473 -6%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.65B 41,775,713 -716,778 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.29B 37,678,228 -4,591,480 -11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3B 34,365,771 -9,357,703 -21%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.33B 26,638,524 +13,367,310 +101%
Bank of America
9
Bank of America
North Carolina
$2.25B 25,747,893 +3,012,717 +13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.06B 23,639,581 -211,384 -0.9%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$1.93B 22,052,848 +2,274,156 +11%
Capital International Investors
12
Capital International Investors
California
$1.81B 20,756,931 +18,150,967 +697%
Ameriprise
13
Ameriprise
Minnesota
$1.59B 18,298,605 -5,459,544 -23%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.46B 16,654,440 -8,552,012 -34%
Norges Bank
15
Norges Bank
Norway
$1.37B 15,678,483 -381,266 -2%
Northern Trust
16
Northern Trust
Illinois
$1.25B 14,330,963 -610,176 -4%
Eagle Capital Management (New York)
17
Eagle Capital Management (New York)
New York
$1.23B 14,128,128 -433,243 -3%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$1.2B 12,959,731 -5,607,583 -30%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.15B 13,211,345 -1,135,901 -8%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$1.05B 12,000,357 -2,036,862 -15%
Goldman Sachs
21
Goldman Sachs
New York
$1B 11,482,077 +2,628,108 +30%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$976M 11,172,739 +1,140,431 +11%
Fisher Asset Management
23
Fisher Asset Management
Washington
$941M 10,769,276 +321,207 +3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$888M 10,161,317 -385,213 -4%
Invesco
25
Invesco
Georgia
$868M 9,932,919 +1,345,164 +16%
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