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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 %
AWM
1576
Abound Wealth Management
Tennessee
$20.8K -$4.93K -58 -19%
LF
1577
Lee Financial
Texas
$19.6K -$3.49K -41 -15%
NIC
1578
Northwest Investment Counselors
Oregon
$19.1K
OCM
1579
Orion Capital Management
California
$17K
BC
1580
Barrett & Company
Rhode Island
$17K
WSC
1581
Wellington Shields & Co
New York
$17K
KC
1582
Knuff & Co
California
$17K
WOSD
1583
WFA of San Diego
California
$17K +$17K +200 New
RWMH
1584
Riverpoint Wealth Management Holdings
Illinois
$16.1K +$16.1K +190 New
AW
1585
Avion Wealth
Texas
$16K
PP
1586
PrairieView Partners
Minnesota
$16K +$81 +1 +0.5%
YDMI
1587
Y.D. More Investments
Israel
$15.8K +$15.8K +187 New
GJIA
1588
Glass Jacobson Investment Advisors
Maryland
$15.7K +$15.7K +184 New
AIM
1589
Arcadia Investment Management
Michigan
$15.4K +$15.4K +181 New
LFG
1590
Larson Financial Group
Missouri
$15.1K
BHWM
1591
Beaird Harris Wealth Management
Texas
$15.1K +$15.1K +178 New
GFL
1592
Granite FO LLC
New Hampshire
$14.9K +$14.9K +160 New
CSPAM
1593
Cary Street Partners Asset Management
Virginia
$14.5K -$2.38K -28 -14%
SC
1594
Schubert & Co
Texas
$14.5K
SCA
1595
Stuart Chaussee & Associates
California
$14.2K
KFS
1596
Kelly Financial Services
Massachusetts
$13.8K +$85 +1 +0.6%
TIM
1597
Tortoise Investment Management
New York
$13.5K
FPB
1598
First PREMIER Bank
South Dakota
$13K
CWA
1599
Core Wealth Advisors
Florida
$12.2K +$9.27K +109 +321%
CT
1600
Colonial Trust
South Carolina
$12.1K +$12.1K +142 New