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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 %
TWP
1551
TFO Wealth Partners
Ohio
$9K +$9K +113 New
ETI
1552
Enterprise Trust & Investment
California
$9K +$9K +113 New
PCH
1553
Polar Capital Holdings
United Kingdom
$8.29K +$638 +8,384 +8%
FRA
1554
Front Row Advisors
California
$8K -$793 -11 -9%
LWA
1555
Lowe Wealth Advisors
Maryland
$8K
GCM
1556
Gables Capital Management
Florida
$8K
LWANC
1557
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K
FCT
1558
First Community Trust
Iowa
$8K
AA
1559
Ancora Advisors
Ohio
$8K +$560 +7 +8%
WWP
1560
WR Wealth Planners
Missouri
$7.86K +$76 +1 +1%
BWP
1561
Baldwin Wealth Partners
Massachusetts
$7K
CTB
1562
Country Trust Bank
Illinois
$7K
MBFW
1563
Morton Brown Family Wealth
Pennsylvania
$7K +$7K +98 New
TF
1564
TimeScale Financial
Massachusetts
$6K
DI
1565
Disciplined Investments
Oklahoma
$6K +$1.44K +19 +32%
SC
1566
Schubert & Co
Texas
$6K +$2.13K +28 +55%
BPC
1567
Banque Pictet & Cie
Switzerland
$5.96K -$1.1K -14,466 -16%
KFP
1568
KB Financial Partners
New Jersey
$5K
WAM
1569
Worth Asset Management
Texas
$5K
STCOSD
1570
Sageworth Trust Company of South Dakota
South Dakota
$4K
YAL
1571
Your Advocates Ltd
Texas
$4K
RBC
1572
Roble Belko & Company
Pennsylvania
$4K
FGAM
1573
Financial Gravity Asset Management
Texas
$3.03K -$439 -198 -13%
FWM
1574
Focused Wealth Management
New York
$3K
MWM
1575
Mascoma Wealth Management
New Hampshire
$3K