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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 %
SC
1526
Solstein Capital
California
$19K -$14.5K -195 -43%
BAM
1527
Byrne Asset Management
New Jersey
$19K
NIC
1528
Northwest Investment Counselors
Oregon
$19K
JWA
1529
JFS Wealth Advisors
Pennsylvania
$17K -$13.6K -174 -45%
ARIS
1530
Advanced Research Investment Solutions
California
$17K -$12.3K -160 -42%
LF
1531
Lee Financial
Texas
$17K +$15.3K +203 +923%
AP
1532
Arlington Partners
Alabama
$16K +$14.7K +198 +1,165%
HWMA
1533
Heritage Wealth Management (Arizona)
Arizona
$15.2K
BCM
1534
Bourgeon Capital Management
Connecticut
$15K
PP
1535
PrairieView Partners
Minnesota
$15K +$77 +1 +0.5%
WOSD
1536
WFA of San Diego
California
$15K +$15K +200 New
AIP
1537
Ahrens Investment Partners
Louisiana
$14K -$29.1K -395 -68%
TIM
1538
Tortoise Investment Management
New York
$14K +$6.14K +78 +78%
JFA
1539
JNBA Financial Advisors
Minnesota
$14K +$10.9K +138 +345%
CI Investments Inc
1540
CI Investments Inc
Ontario, Canada
$13K -$389 -5 -3%
SCA
1541
Stuart Chaussee & Associates
California
$13K
SC
1542
Sierra Capital
Florida
$12K -$2.68K -34 -18%
FPB
1543
First PREMIER Bank
South Dakota
$12K
ACK
1544
Andrew C. Karlinski
$12K
MFT
1545
Moisand Fitzgerald Tamayo
Florida
$12K +$12K +155 New
SWM
1546
Sugarloaf Wealth Management
Georgia
$11K -$56.7K -783 -84%
JGIA
1547
Jackson Grant Investment Advisers
Connecticut
$10K
SFG
1548
Steward Financial Group
Texas
$10K +$10K +144 New
KFS
1549
Kelly Financial Services
Massachusetts
$9.96K -$11.4K -150 -53%
SC
1550
Stephens Consulting
Michigan
$9.51K