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Morgan Stanley

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,594
Holders Change
-64
Holders Change %
-3.86%
% of All Funds
26.95%
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
Name Holding Trade Value Shares
Change
Shares
Change %
NMERB
401
New Mexico Educational Retirement Board
New Mexico
$5.98M -$289K -3,800 -5%
WIA
402
Westbourne Investment Advisors
Maryland
$5.96M -$15.1K -198 -0.3%
AssetMark Inc
403
AssetMark Inc
California
$5.84M +$1.51M +19,797 +35%
TRCT
404
Tower Research Capital (TRC)
New York
$5.82M -$10.3M -135,768 -64%
VPIM
405
Vanguard Personalized Indexing Management
California
$5.8M +$2.02M +26,548 +53%
TCM
406
Twin Capital Management
Pennsylvania
$5.79M -$84.5K -1,111 -1%
PAG
407
Private Advisor Group
New Jersey
$5.65M +$445K +5,854 +9%
SCM
408
Saba Capital Management
New York
$5.6M +$5.6M +73,562 New
FCBT
409
First Citizens Bank & Trust
North Carolina
$5.59M -$609 -8 -0%
CIS
410
Connors Investor Services
Pennsylvania
$5.56M
AWM
411
Avitas Wealth Management
California
$5.55M +$480K +6,314 +9%
1IA
412
1834 Investment Advisors
Wisconsin
$5.54M +$858K +11,274 +18%
CJL
413
Cyrus J. Lawrence
New York
$5.53M -$2.73M -35,846 -33%
DCM
414
Dupont Capital Management
Delaware
$5.5M -$1.24M -16,278 -18%
CIS
415
Capital International Sarl
California
$5.45M +$228K +3,004 +4%
WG
416
Winton Group
United Kingdom
$5.42M +$5.16M +67,822 +1,958%
DLCIG
417
D.L. Carlson Investment Group
New Hampshire
$5.36M -$8.37K -110 -0.2%
OLA
418
Oliver Luxxe Assets
New Jersey
$5.34M +$230K +3,018 +4%
EIP
419
Easterly Investment Partners
Massachusetts
$5.34M +$5.34M +70,176 New
AG
420
Advocate Group
Minnesota
$5.32M +$5.32M +69,879 New
CCM
421
Copeland Capital Management
Pennsylvania
$5.31M +$5.31M +69,786 New
Group One Trading
422
Group One Trading
Illinois
$5.29M +$5.29M +69,543 New
ETC
423
Exchange Traded Concepts
Oklahoma
$5.25M -$6.85M -90,104 -57%
LCM
424
Logan Capital Management
Pennsylvania
$5.25M +$1.26M +16,510 +31%
BA
425
Baugh & Associates
Georgia
$5.23M -$79.8K -1,049 -2%