Morgan Stanley
Hedge Funds Holdings

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Morgan Stanley‘s stocks are currently a part of 1598 hedge funds’ portfolios, which represents 80.18% of the total amount of its stocks outstanding. This makes up a total of 1.45B shares of Morgan Stanley. Compared to the previous quarter, the number fell by -2.62% or -39.14M shares fewer. As for the holding position changes, 41.24% (659) of current hedge fund investors increased the number of shares held, 36.48% (583) of current holders sold a part of the shares held, and 10.45% (167) closed the holdings completely. 130 hedge funds are new holders of Morgan Stanley stock in Q1 2022, it is 8.14% of total holders.

Hedge funds holding Morgan Stanley (Q2 2017 – Q1 2022)

Number of hedge funds
Q2 2017 908
Q3 2017 911
Q4 2017 1,030
Q1 2018 1,023
Q2 2018 1,019
Q3 2018 1,020
Q4 2018 1,027
Q1 2019 1,025
Q2 2019 1,005
Q3 2019 998
Q4 2019 1,074
Q1 2020 1,015
Q2 2020 1,081
Q3 2020 1,121
Q4 2020 1,337
Q1 2021 1,477
Q2 2021 1,509
Q3 2021 1,547
Q4 2021 1,667
Q1 2022 1,598

Hedge funds changes in Morgan Stanley positions (Q2 2017 – Q1 2022)

Changes in positions
Q2 2017 793333417085
Q3 2017 803273436794
Q4 2017 17433535050121
Q1 2018 1013294239674
Q2 2018 10235638110278
Q3 2018 903723878388
Q4 2018 14831241213718
Q1 2019 1023594039467
Q2 2019 833503999182
Q3 2019 843523868987
Q4 2019 1743444047775
Q1 2020 131352379176-23
Q2 2020 18336937511044
Q3 2020 1344203948687
Q4 2020 3065893168145
Q1 2021 2306284518484
Q2 2021 14257259595105
Q3 2021 13154364179153
Q4 2021 23063357392139
Q1 2022 13065958316759

Hedge funds changes in Morgan Stanley stock options (Q2 2017 – Q1 2022)

Changes in stock options
Q2 2017 41,027,988,078 2,235,788,105
Q3 2017 4,909,238,597 11,303,796,039
Q4 2017 1,699,561,116 5,672,121,372
Q1 2018 55,601,447,408 132,780,613,496
Q2 2018 24,998,407,460 25,734,770,720
Q3 2018 5,320,167,071 81,867,139,059
Q4 2018 1,063,746,160 58,917,916,270
Q1 2019 994,589,540 1,874,195,860
Q2 2019 918,024,602 1,846,293,404
Q3 2019 1,088,314,580 2,047,354,402
Q4 2019 1,376,570,776 2,605,935,448
Q1 2020 1,651,401,600 207,482,504,400
Q2 2020 58,402,041,150 132,112,079,800
Q3 2020 1,516,277,320 2,047,706,260
Q4 2020 448,550,258,780 4,930,220,729,499
Q1 2021 1,945,423,654 3,015,377,212
Q2 2021 2,589,778,507 3,456,262,607
Q3 2021 2,565,409,226 596,822,361,033
Q4 2021 51,597,234,184 5,217,355,408
Q1 2022 2,036,189,120 3,204,493,120

Top 50 hedge fund holders of Morgan Stanley (NYSE:MS)

Hedge fund Value Shares owned Portfolio share
MITSUBISHI UFJ FINANCIAL GROUP INC 29.79B 377.08M 100.000%
STATE STREET CORP 9.58B 121.34M 0.606%
VANGUARD GROUP INC 8.98B 113.66M 0.264%
BLACKROCK INC. Larry Fink 7.14B 90.37M 0.243%
WELLINGTON MANAGEMENT GROUP LLP Jean Hynes 3.88B 49.20M 0.828%
JPMORGAN CHASE & CO 3.45B 43.72M 0.496%
CAPITAL RESEARCH GLOBAL INVESTORS 2.24B 28.45M 0.739%
FMR LLC 2.02B 25.67M 0.211%
CAPITAL INTERNATIONAL INVESTORS 1.89B 23.93M 0.552%
BANK OF AMERICA CORP /DE/ 1.83B 23.20M 0.219%
GEODE CAPITAL MANAGEMENT, LLC 1.82B 23.16M 0.277%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.68B 21.34M 0.630%
FISHER ASSET MANAGEMENT, LLC 1.45B 18.41M 1.091%
CAPITAL WORLD INVESTORS 1.28B 16.20M 0.287%
AMERIPRISE FINANCIAL INC 1.20B 15.26M 0.447%
NORTHERN TRUST CORP 1.06B 13.51M 0.244%
BANK OF NEW YORK MELLON CORP 1.04B 13.23M 0.254%
EAGLE CAPITAL MANAGEMENT LLC 996.42M 12.61M 4.540%
NUVEEN ASSET MANAGEMENT, LLC 894.32M 11.31M 0.362%
PRICE T ROWE ASSOCIATES INC /MD/ 818.98M 10.35M 0.134%
MANUFACTURERS LIFE INSURANCE COMPANY, THE 798.62M 10.10M 0.561%
GOLDMAN SACHS GROUP INC 797.69M 10.09M 0.184%
INVESCO LTD. 769.24M 9.73M 0.248%
FRANKLIN RESOURCES INC 762.16M 9.64M 0.415%
DIMENSIONAL FUND ADVISORS LP 754.28M 9.54M 0.290%
LEGAL & GENERAL GROUP PLC 738.76M 9.35M 0.289%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 662.53M 8.38M 0.237%
JANUS HENDERSON GROUP PLC 648.18M 8.20M 0.485%
BANK OF MONTREAL /CAN/ 545.65M 6.42M 0.236%
UBS GROUP AG 527.98M 6.68M 0.232%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 459.54M 5.81M 0.119%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 434.86M 5.50M 0.112%
UBS ASSET MANAGEMENT AMERICAS INC 424.03M 5.36M 0.238%
PRINCIPAL FINANCIAL GROUP INC 419.55M 5.31M 0.333%
PRIMECAP MANAGEMENT CO/CA/ 414.72M 5.24M 0.401%
ROYAL BANK OF CANADA 412.48M 5.22M 0.130%
WELLS FARGO & COMPANY/MN 394.59M 4.99M 0.129%
MORGAN STANLEY 369.20M 4.67M 0.050%
AMUNDI 356.85M 4.32M 0.212%
CREDIT SUISSE AG/ 355.28M 4.49M 0.396%
CITIGROUP INC 346.88M 4.39M 0.248%
DEUTSCHE BANK AG\ 344.29M 4.35M 0.208%
LSV ASSET MANAGEMENT 338.58M 4.28M 0.795%
SUMITOMO MITSUI TRUST HOLDINGS, INC. 326.41M 4.13M 0.268%
BARCLAYS PLC 315.39M 3.99M 0.344%
LORD, ABBETT & CO. LLC 291.80M 3.69M 1.066%
CITADEL ADVISORS LLC Ken Griffin 289.38M 3.66M 0.066%
CITADEL ADVISORS LLC Ken Griffin 286.07M 3.62M 0.065%
SCHRODER INVESTMENT MANAGEMENT GROUP 285.24M 3.61M 0.472%
CANADA PENSION PLAN INVESTMENT BOARD 279.33M 3.53M 0.474%