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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 %
M1FG
1126
Mach-1 Financial Group
Arkansas
$357K +$335K +4,430 +1,538%
KA
1127
KLCM Advisors
Wisconsin
$353K
SG
1128
Swarthmore Group
Pennsylvania
$349K -$5.35M -70,356 -94%
DIA
1129
Davidson Investment Advisors
Montana
$349K -$32.4K -425 -8%
WGAM
1130
Wilkinson Global Asset Management
New York
$349K +$15.2K +200 +5%
OFS
1131
OneAscent Financial Services
Alabama
$348K +$54.7K +718 +19%
PCM
1132
Perritt Capital Management
Illinois
$347K +$4.79K +63 +1%
BSW
1133
Buckingham Strategic Wealth
Missouri
$345K -$26.4K -347 -7%
SWP
1134
Strategic Wealth Partners
Ohio
$343K -$38.8K -510 -10%
CCB
1135
Cutter & Co Brokerage
Missouri
$343K +$131K +1,720 +62%
PFSC
1136
Peoples Financial Services Corp
Pennsylvania
$343K +$216K +2,830 +169%
CWM
1137
Centric Wealth Management
Illinois
$342K +$21.7K +286 +7%
TWM
1138
Tradition Wealth Management
Minnesota
$341K -$62K -816 -15%
AIM
1139
Anchor Investment Management
South Carolina
$341K -$30.2K -397 -8%
UIA
1140
Ulland Investment Advisors
Minnesota
$340K -$114K -1,500 -25%
ICP
1141
Interchange Capital Partners
Pennsylvania
$340K -$99.9K -1,314 -23%
GD
1142
Grandfield & Dodd
New York
$340K -$15.2K -200 -4%
SF
1143
Summit Financial
New Jersey
$338K -$69.4K -912 -17%
RCM
1144
Radnor Capital Management
Pennsylvania
$338K
T
1145
TOBAM
France
$336K +$336K +4,415 New
AWS
1146
AJ Wealth Strategies
New York
$335K
ARC
1147
Advisor Resource Council
Texas
$335K +$335K +4,398 New
FCH
1148
Freestone Capital Holdings
Washington
$332K -$664K -8,715 -67%
ACI
1149
Alpha Cubed Investments
California
$332K +$51K +670 +18%
CIC
1150
Crawford Investment Counsel
Georgia
$330K -$54K -711 -14%