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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 %
VA
1326
Valmark Advisers
Ohio
$251K +$3.83K +45 +2%
RIA
1327
Realta Investment Advisors
Delaware
$250K -$10.6K -125 -4%
NSB
1328
Norway Savings Bank
Maine
$250K +$9.86K +116 +4%
AA
1329
Apriem Advisors
California
$250K
MAM
1330
McLean Asset Management
Virginia
$248K -$85 -1 -0%
LCM
1331
Leisure Capital Management
California
$247K
NWA
1332
Navis Wealth Advisors
New York
$247K +$17K +200 +7%
PWP
1333
Perfromance Wealth Partners
Illinois
$246K -$4.51K -53 -2%
CAM
1334
Cozad Asset Management
Illinois
$246K +$14.7K +173 +6%
GIA
1335
GHP Investment Advisors
Colorado
$246K
AG
1336
Ascent Group
Virginia
$246K +$28.1K +331 +13%
KFGK
1337
Keystone Financial Group (Kentucky)
Kentucky
$245K
BFC
1338
Bedel Financial Consulting
Indiana
$245K +$85 +1 +0%
SA
1339
Syntax Advisors
New York
$244K -$15.7K -185 -6%
VCG
1340
Vantage Consulting Group
Virginia
$244K -$15.7K -185 -6%
CPC
1341
Congress Park Capital
New York
$242K +$8.5K +100 +4%
SIM
1342
SSI Investment Management
California
$242K
CWP
1343
Concord Wealth Partners
Virginia
$242K -$240K -2,817 -50%
BOM
1344
Bank of Marin
California
$241K -$2.55K -30 -1%
MCM
1345
Manchester Capital Management
Vermont
$241K -$2.98K -35 -1%
BMM
1346
Buffington Mohr McNeal
Idaho
$240K -$12.2K -143 -5%
PFA
1347
Pathway Financial Advisors
Vermont
$240K
PA
1348
PFG Advisors
Arizona
$239K +$239K +2,812 New
EA
1349
Ellsworth Advisors
Ohio
$239K +$239K +2,472 New
DA
1350
Detalus Advisors
Missouri
$238K