MS icon

Morgan Stanley

1,667 hedge funds and large institutions have $120B invested in Morgan Stanley in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 603 increasing their positions, 621 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,667
Holders Change
+94
Holders Change %
+5.98%
% of All Funds
26.9%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.53%
New
214
Increased
603
Reduced
621
Closed
87
Calls
$3.02B
Puts
$3.22B
Net Calls
-$203M
Net Calls Change
+$461M
Name Holding Trade Value Shares
Change
Shares
Change %
WCA
1201
Westover Capital Advisors
Delaware
$340K
EFG
1202
Everhart Financial Group
Ohio
$340K +$7.31K +86 +2%
KFS
1203
Kaizen Financial Strategies
California
$339K -$26K -284 -7%
BBA
1204
BLB&B Advisors
Pennsylvania
$338K
AIM
1205
Anchor Investment Management
South Carolina
$337K -$154K -1,808 -31%
BFEC
1206
Benjamin F. Edwards & Company
Missouri
$335K +$41.3K +486 +14%
PRWA
1207
Platte River Wealth Advisors
Colorado
$334K
BCA
1208
Bay Colony Advisors
Massachusetts
$333K +$9.27K +109 +3%
RWPA
1209
Richard W. Paul & Associates
Michigan
$333K +$333K +3,914 New
SAS
1210
Stelac Advisory Services
New York
$333K -$23.5K -276 -7%
DIA
1211
Davidson Investment Advisors
Montana
$332K -$44.6K -524 -12%
AWG
1212
Altus Wealth Group
Colorado
$331K -$1.79K -21 -0.5%
QL
1213
Quarry LP
New York
$330K +$330K +3,876 New
FIM
1214
Freedom Investment Management
Connecticut
$329K -$52.9K -622 -14%
BS
1215
Boenning & Scattergood
Pennsylvania
$329K -$117K -1,339 -26%
AI
1216
AXS Investments
New York
$329K -$99.5K -1,170 -23%
PNC
1217
Park National Corp
Ohio
$329K +$5.61K +66 +2%
AWA
1218
Amplius Wealth Advisors
Pennsylvania
$329K +$1.28K +15 +0.4%
BP
1219
BBR Partners
New York
$328K +$4.93K +58 +2%
H
1220
HoyleCohen
California
$328K +$21.9K +258 +7%
MA
1221
MCF Advisors
Kentucky
$328K -$850 -10 -0.3%
BC
1222
Bridgefront Capital
Texas
$327K +$327K +3,852 New
WWM
1223
Wagner Wealth Management
South Carolina
$325K +$16.6K +195 +5%
MHR
1224
Matthew Hamilton Rosenberg
$322K -$7.65K -90 -2%
CSPIA
1225
Cary Street Partners Investment Advisory
Virginia
$322K -$34.5K -406 -10%