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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 %
ECM
1151
Evergreen Capital Management
Washington
$330K -$7.76K -102 -2%
AWAP
1152
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$330K -$152 -2 -0%
RC
1153
Roundview Capital
New Jersey
$329K +$102K +1,340 +45%
EB
1154
Eastern Bank
Massachusetts
$328K -$3.12K -41 -0.9%
EHWM
1155
Eads & Heald Wealth Management
Georgia
$327K -$50.6K -665 -13%
TCM
1156
Tributary Capital Management
Nebraska
$327K -$7.61K -100 -2%
BTI
1157
Blue Trust Inc
Georgia
$323K +$323K +3,690 New
FNA
1158
First National Advisers
Nebraska
$322K +$322K +4,234 New
AP
1159
Americana Partners
Texas
$321K -$137K -1,805 -30%
FCFC
1160
First Citizens Financial Corp
Iowa
$320K
DA
1161
DSC Advisors
Illinois
$320K +$12.3K +162 +4%
MW
1162
Marcum Wealth
Ohio
$319K -$27.1K -356 -8%
BBWA
1163
Bell & Brown Wealth Advisors
California
$319K +$2.74K +36 +0.9%
AWA
1164
Aaron Wealth Advisors
Illinois
$318K -$18.8M -248,305 -98%
ER
1165
Enlightenment Research
Florida
$317K -$651K -8,543 -67%
PVH
1166
Psagot Value Holdings
Israel
$316K +$19K +250 +6%
BBA
1167
BLB&B Advisors
Pennsylvania
$315K -$17.6K -231 -5%
QFA
1168
Quantum Financial Advisors
California
$315K +$315K +3,545 New
MSFS
1169
Main Street Financial Solutions
Pennsylvania
$314K +$228 +3 +0.1%
LFA
1170
Legacy Financial Advisors
Kentucky
$313K -$41.3K -544 -12%
CIC
1171
Carnegie Investment Counsel
Ohio
$313K -$2.51K -33 -0.8%
DWM
1172
Destination Wealth Management
California
$312K -$23.4K -307 -7%
OWM
1173
OneAscent Wealth Management
Alabama
$311K -$68.1K -894 -18%
PB
1174
Pinnacle Bancorp
Nebraska
$311K -$43.6K -573 -12%
PWPS
1175
Pinnacle Wealth Planning Services
Ohio
$311K +$76 +1 +0%