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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 %
ECM
1526
Estabrook Capital Management
New York
$51K
CA
1527
Corrado Advisors
New Jersey
$51K +$51K +600 New
BEI
1528
Benjamin Edwards Inc
Missouri
$51K
HCM
1529
Hollencrest Capital Management
California
$50.6K +$50.6K +596 New
RCG
1530
Rock Creek Group
District of Columbia
$50.4K -$16K -188 -24%
BWP
1531
Baldwin Wealth Partners
Massachusetts
$50.2K +$42.5K +500 +556%
OCM
1532
Osterweis Capital Management
California
$50.2K +$50.2K +590 New
HCM
1533
Horrell Capital Management
Arkansas
$50K
SFA
1534
Semmax Financial Advisors
North Carolina
$50K
RTC
1535
Riverview Trust Company
Washington
$49K
AAP
1536
Arax Advisory Partners
Colorado
$46.5K -$3.49K -41 -7%
OAJ
1537
Ogorek Anthony Joseph
New York
$44K
FCA
1538
Fortis Capital Advisors
Kansas
$43.3K +$43.3K +509 New
MS
1539
Marshall & Sullivan
Washington
$42.5K +$42.5K +500 New
FWA
1540
Freedom Wealth Alliance
Wisconsin
$42.5K +$42.5K +500 New
RAM
1541
Riggs Asset Management
Pennsylvania
$41.8K
MFT
1542
Moisand Fitzgerald Tamayo
Florida
$41.2K +$14.4K +169 +54%
OLVIG
1543
Oliver Lagore Vanvalin Investment Group
Michigan
$37.1K -$340 -4 -0.9%
MWA
1544
Miller Wealth Advisors
Colorado
$37K +$37K +450 New
WPWM
1545
Western Pacific Wealth Management
Illinois
$35.5K +$35.5K +417 New
MSFP
1546
Mark Sheptoff Financial Planning
Connecticut
$34K
GA
1547
GoalVest Advisory
New York
$34K
MCI
1548
MRP Capital Investments
Georgia
$34K +$34K +400 New
CAS
1549
Coppell Advisory Solutions
Texas
$34K +$34K +400 New
CASC
1550
Coppell Advisory Solutions Corp
Texas
$34K +$34K +400 New