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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 %
SDIC
1376
South Dakota Investment Council
South Dakota
$167K +$167K +2,200 New
WWM
1377
Wolff Wiese Magana
California
$164K +$56K +735 +52%
FNBOSM
1378
First National Bank of South Miami
Florida
$161K +$85.2K +1,123 +112%
WTA
1379
Washington Trust Advisors
Massachusetts
$158K -$41.5K -548 -21%
CQS
1380
Credential Qtrade Securities
$157K -$33.3K -438 -17%
KFI
1381
Key Financial Inc
Pennsylvania
$157K
CLOS
1382
Compagnie Lombard Odier SCmA
Switzerland
$156K
SSB
1383
Sandy Spring Bank
Maryland
$154K +$14.2K +187 +10%
IFA
1384
Interactive Financial Advisors
Illinois
$152K
IAS
1385
IMA Advisory Services
Colorado
$150K -$12.4K -163 -8%
MW
1386
Milestone Wealth
New York
$149K +$110K +1,448 +280%
EWM
1387
Endurance Wealth Management
Rhode Island
$146K
BWM
1388
BerganKDV Wealth Management
Minnesota
$145K -$609K -8,028 -81%
BWM
1389
Baystate Wealth Management
Massachusetts
$142K +$1.29K +17 +0.9%
C
1390
Covestor
United Kingdom
$141K +$93.5K +1,231 +197%
FPS
1391
Fieldpoint Private Securities
Connecticut
$140K -$98.9K -1,296 -41%
BBPWM
1392
Blue Bell Private Wealth Management
Pennsylvania
$139K -$3.79K -50 -3%
ACA
1393
Atlas Capital Advisors
Wyoming
$138K -$35.4K -465 -20%
PMFA
1394
Plante Moran Financial Advisors
Michigan
$132K +$38K +501 +40%
CFGS
1395
Concourse Financial Group Securities
Alabama
$127K +$7.13K +94 +6%
HCP
1396
Hexagon Capital Partners
Arkansas
$127K +$19.9K +263 +19%
HIM
1397
Hillsdale Investment Management
Ontario, Canada
$126K -$2.74K -36 -2%
GLLW
1398
Graves Light Lenhart Wealth
Virginia
$126K
CWM
1399
Cranbrook Wealth Management
Michigan
$126K +$2.05K +27 +2%
FMII
1400
Farmers & Merchants Investments Inc
Nebraska
$125K +$40.1K +528 +47%