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Morgan Stanley
MS

Overview Fund Activity

1,594 hedge funds and large institutions have $109B invested in Morgan Stanley in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 603 increasing their positions, 645 reducing their positions, and 157 closing their positions.

Holders
1,594
Holders Change
-64
Holders Change %
-3.86%
% of All Funds
26.96%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.39%
New
112
Increased
603
Reduced
645
Closed
157
Calls
$1.68B
Puts
$2.62B
Net Calls
-$940M
Net Calls Change
+$337M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$374M
3
Capital International Investors
3
Capital International Investors
California
$1.73B
4
Franklin Resources
4
Franklin Resources
California
$790M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$194M

Top Sellers

1
State Street
1
State Street
Massachusetts
$9.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.07B
3
BlackRock
3
BlackRock
New York
$7.16B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$654M
5
Bessemer Group
5
Bessemer Group
New Jersey
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$28.7B 377,085,167 – –
State Street
2
State Street
Massachusetts
$9.33B 122,701,247 -7,747,790 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.07B 119,304,205 -157,971 -0.1%
BlackRock
4
BlackRock
New York
$7.16B 94,140,996 -5,736,476 -6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.37B 44,327,598 +6,649,370 +18%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$3.23B 42,489,308 +713,595 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.07B 27,252,735 -7,113,036 -21%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.07B 27,236,410 +597,886 +2%
Bank of America
9
Bank of America
North Carolina
$1.84B 24,155,014 -1,592,879 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.8B 23,698,908 +59,327 +0.3%
Capital International Investors
11
Capital International Investors
California
$1.73B 22,709,742 +1,952,811 +9%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$1.63B 21,485,041 -567,807 -3%
Ameriprise
13
Ameriprise
Minnesota
$1.29B 16,996,283 -1,302,322 -7%
Norges Bank
14
Norges Bank
Norway
$1.12B 14,661,870 -1,016,613 -6%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$1.07B 14,038,523 -2,615,917 -16%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$1.06B 13,978,885 -149,243 -1%
Northern Trust
17
Northern Trust
Illinois
$1.06B 13,958,967 -371,996 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.03B 13,562,977 +351,632 +3%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$893M 11,740,270 -1,219,461 -9%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$848M 11,145,851 -26,888 -0.2%
Fisher Asset Management
21
Fisher Asset Management
Washington
$829M 10,901,931 +132,655 +1%
Franklin Resources
22
Franklin Resources
California
$790M 10,389,587 +1,566,606 +18%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$768M 10,093,285 -68,032 -0.7%
Invesco
24
Invesco
Georgia
$764M 10,041,441 +108,522 +1%
Legal & General Group
25
Legal & General Group
United Kingdom
$757M 9,955,509 +166,221 +2%
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