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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 %
RMC
1426
Resources Management Corp
Connecticut
$84K
TFP
1427
Tilia Fiduciary Partners
North Carolina
$83K +$19K +250 +30%
FCMT
1428
Founders Capital Management (Texas)
Texas
$82K +$989 +13 +1%
IAMOG
1429
Investors Asset Management of Georgia
Georgia
$80K +$80K +1,047 New
BHWM
1430
Bay Harbor Wealth Management
Maryland
$79K +$76 +1 +0.1%
GFPC
1431
Global Financial Private Client
Florida
$78.3K
CNBTD
1432
Citizens National Bank Trust Department
Mississippi
$77K
RA
1433
Rise Advisors
New York
$75K +$8.2K +108 +12%
SWM
1434
Selective Wealth Management
Virginia
$74K -$22.7K -300 -23%
CMA
1435
Cedar Mountain Advisors
Oregon
$73K +$381 +5 +0.5%
HDIM
1436
Hanson & Doremus Investment Management
Vermont
$73K +$9.77K +129 +15%
BLC
1437
Brown, Lisle/Cummings
Rhode Island
$70.4K
EAM
1438
Eukles Asset Management
Ohio
$70K -$1.46K -19 -2%
CWM
1439
Cedar Wealth Management
California
$70K
BWL
1440
Bogart Wealth LLC
Virginia
$70K +$8.25K +109 +13%
AWM
1441
Atticus Wealth Management
Florida
$66K +$55.6K +729 +532%
HBW
1442
Hazlett, Burt & Watson
West Virginia
$65K +$154 +2 +0.2%
CDIA
1443
Capital Directions Investment Advisors
Georgia
$64K -$48.5K -640 -43%
MS
1444
Mizuho Securities
Japan
$63K +$43.3K +440 +220%
CBT
1445
CoreFirst Bank & Trust
Kansas
$62K
OPW
1446
Oxler Private Wealth
New York
$61.2K +$61.2K +804 New
PCC
1447
Park Circle Company
Maryland
$61K
BDWM
1448
Brewin Dolphin Wealth Management
Ireland
$61K
TFGT
1449
TS Financial Group (TSFG)
Illinois
$60K -$3.8K -50 -6%
FMTCOCP
1450
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$60K