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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 %
SC
1601
Sierra Capital
Florida
$11K
Q
1602
QVR
California
$11K -$406K -4,779 -97%
JGIA
1603
Jackson Grant Investment Advisers
Connecticut
$10.8K
SC
1604
Stephens Consulting
Michigan
$10.6K
MWM
1605
MinichMacGregor Wealth Management
New York
$9.52K +$9.52K +112 New
SN
1606
Sittner & Nelson
Oregon
$9.18K
ETC
1607
Exchange Traded Concepts
Oklahoma
$9.01K -$5.6M -65,881 -100%
TSW
1608
Thompson Siegel & Walmsley
Virginia
$9K
LWANC
1609
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.84K
TCM
1610
Tradewinds Capital Management
Washington
$8.59K +$2.13K +25 +33%
LWA
1611
Lowe Wealth Advisors
Maryland
$8.5K
GCM
1612
Gables Capital Management
Florida
$8.5K
DFCM
1613
Dark Forest Capital Management
Puerto Rico
$8.42K +$8.42K +99 New
MBFW
1614
Morton Brown Family Wealth
Pennsylvania
$8.33K
GWSA
1615
Global Wealth Strategies & Associates
Colorado
$8.16K +$8.16K +96 New
EE
1616
EWG Elevate
California
$8.09K +$8.09K +95 New
LFA
1617
Legend Financial Advisors
Pennsylvania
$7.4K
WWP
1618
WR Wealth Planners
Missouri
$7.3K -$1.53K -18 -17%
CPG
1619
Cornerstone Planning Group
New Jersey
$7.16K +$7.16K +76 New
FCT
1620
First Community Trust
Iowa
$7K
FRA
1621
Front Row Advisors
California
$7K
PCM
1622
Penserra Capital Management
California
$7K +$7K +92 New
TF
1623
TimeScale Financial
Massachusetts
$6.64K
DJSG
1624
D.J. St. Germain
Massachusetts
$6.6K -$560 -315 -8%
DI
1625
Disciplined Investments
Oklahoma
$6.38K +$765 +9 +14%