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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 %
GCP
1026
GSA Capital Partners
United Kingdom
$470K -$268K -3,523 -36%
RWB
1027
RMR Wealth Builders
New Jersey
$469K -$198K -2,595 -30%
CWP
1028
Concord Wealth Partners
Virginia
$469K -$5.02K -66 -1%
MMA
1029
Miracle Mile Advisors
California
$469K +$32.6K +428 +7%
BWP
1030
BSW Wealth Partners
Colorado
$468K +$20.5K +269 +5%
BB
1031
Bell Bank
North Dakota
$468K +$47.9K +630 +11%
CL
1032
CPWM LLC
Washington
$466K +$137K +1,802 +42%
CCM
1033
Carlson Capital Management
Minnesota
$466K +$148K +1,949 +47%
STA
1034
Summit Trail Advisors
New York
$460K +$16.8K +221 +4%
AWE
1035
Avidian Wealth Enterprises
Texas
$457K -$407K -5,339 -47%
EWM
1036
Empirical Wealth Management
Washington
$457K +$15.7K +207 +4%
BFG
1037
Berger Financial Group
Minnesota
$457K +$32.1K +422 +8%
RCA
1038
Ranch Capital Advisors
Florida
$454K +$2.97K +39 +0.7%
CFMC
1039
Curbstone Financial Management Corp
New Hampshire
$453K
ATC
1040
Adirondack Trust Company
New York
$452K +$12.6K +165 +3%
AI
1041
AXS Investments
New York
$452K +$116K +1,522 +34%
WPC
1042
Wedmont Private Capital
Pennsylvania
$451K +$65.9K +866 +17%
BC
1043
Bartlett & Co
Ohio
$449K +$15.6K +205 +4%
BCWM
1044
Bartlett & Co Wealth Management
Ohio
$449K +$15.6K +205 +4%
GEA
1045
Glen Eagle Advisors
New Jersey
$447K -$58.5K -769 -12%
ST
1046
Smithfield Trust
Pennsylvania
$446K -$256K -3,353 -36%
CWM
1047
Curi Wealth Management
North Carolina
$444K +$9.2K +121 +2%
TWI
1048
Thomas White International
Illinois
$443K
BOH
1049
Bank of Hawaii
Hawaii
$443K +$9.88K +130 +2%
PCA
1050
Personal Capital Advisors
California
$441K -$11.9K -156 -3%