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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 %
LFG
1501
Larson Financial Group
Missouri
$29K
OLVIG
1502
Oliver Lagore Vanvalin Investment Group
Michigan
$28K +$301 +4 +1%
CCA
1503
Column Capital Advisors
Indiana
$27K
EWM
1504
Evermay Wealth Management
Virginia
$27K
TFS
1505
TrustCore Financial Services
Tennessee
$26K
SIS
1506
Sound Income Strategies
Florida
$26K +$11.4K +151 +79%
SN
1507
Sittner & Nelson
Oregon
$26K +$26K +339 New
JMF
1508
Johnson Midwest Financial
Iowa
$25K
ACM
1509
AUA Capital Management
Pennsylvania
$24K
CPA
1510
Cowen Prime Advisors
New York
$24K
MCM
1511
MV Capital Management
Maryland
$23K
MCA
1512
Maryland Capital Advisors
Maryland
$23K
S
1513
Surevest
California
$23K
ICM
1514
Islay Capital Management
Texas
$23K
OCM
1515
Orion Capital Management
California
$23K
KC
1516
Knuff & Co
California
$23K +$23K +300 New
HF
1517
Halpern Financial
Virginia
$22.8K +$22.8K +300 New
BCMLT
1518
Beacon Capital Management LLC (Tennessee)
Tennessee
$22K
AP
1519
Atwood & Palmer
Missouri
$22K +$10.2K +135 +87%
HFA
1520
HC Financial Advisors
California
$22K +$22K +285 New
DMKJ
1521
David M. Knott Jr
$22K +$22K +293 New
COCM
1522
Charter Oak Capital Management
New Hampshire
$21K -$5.65K -75 -21%
PP
1523
Pacifica Partners
Canada
$21K
SC
1524
Seldon Capital
California
$21K
AW
1525
Avion Wealth
Texas
$21K +$5.38K +72 +34%