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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 %
BAM
1551
Baldrige Asset Management
Pennsylvania
$33K
OIS
1552
Okabena Investment Services
Minnesota
$32.8K +$32.8K +386 New
SIC
1553
SJS Investment Consulting
Ohio
$32.2K +$3.15K +37 +11%
CLOS
1554
Compagnie Lombard Odier SCmA
Switzerland
$32K
MPCL
1555
My Personal CFO LLC
Washington
$30.4K +$30.4K +357 New
EWM
1556
Evermay Wealth Management
Virginia
$29.8K
CCA
1557
Column Capital Advisors
Indiana
$29.8K
MCM
1558
MV Capital Management
Maryland
$28.7K -$510 -6 -2%
EC
1559
Elequin Capital
New York
$28.7K +$28.7K +338 New
JMF
1560
Johnson Midwest Financial
Iowa
$28K
AWM
1561
Accurate Wealth Management
Florida
$27.8K +$27.8K +312 New
CPA
1562
Cowen Prime Advisors
New York
$27K
EBA
1563
Eagle Bay Advisors
New York
$26.7K -$106K -1,242 -80%
HIIFS
1564
Harel Insurance Investments & Financial Services
Israel
$26K -$20.3M -243,000 -100%
ICM
1565
Islay Capital Management
Texas
$25.5K
MCA
1566
Maryland Capital Advisors
Maryland
$25.5K
BCM
1567
Bourgeon Capital Management
Connecticut
$25.5K +$8.5K +100 +50%
MSCM
1568
McElhenny Sheffield Capital Management
Texas
$25.5K +$25.5K +300 New
CCC
1569
Chelsea Counsel Company
California
$25.5K +$25.5K +300 New
DMKJ
1570
David M. Knott Jr
$25K
AP
1571
Atwood & Palmer
Missouri
$24.7K
HWMA
1572
Heritage Wealth Management (Arizona)
Arizona
$24.3K +$255 +3 +1%
SC
1573
Seldon Capital
California
$24K
SC
1574
Solstein Capital
California
$21.8K
BAM
1575
Byrne Asset Management
New Jersey
$21.3K