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Morgan Stanley

1,702 hedge funds and large institutions have $146B invested in Morgan Stanley in 2021 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 640 increasing their positions, 584 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,702
Holders Change
+125
Holders Change %
+7.93%
% of All Funds
26.29%
Holding in Top 10
47
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.56%
% of All Funds
0.73%
New
243
Increased
640
Reduced
584
Closed
97
Calls
$2.44B
Puts
$5.26B
Net Calls
-$2.82B
Net Calls Change
-$561M
Name Holding Trade Value Shares
Change
Shares
Change %
PSB
1626
Piscataqua Savings Bank
New Hampshire
$26K
JWA
1627
JFS Wealth Advisors
Pennsylvania
$26K +$9.91K +101 +62%
BAM
1628
Byrne Asset Management
New Jersey
$25K +$25K +250 New
NIC
1629
Northwest Investment Counselors
Oregon
$22K +$22K +225 New
MWA
1630
Miller Wealth Advisors
Colorado
$22K +$22K +225 New
JFA
1631
JNBA Financial Advisors
Minnesota
$21K +$17.2K +179 +448%
BCM
1632
Bourgeon Capital Management
Connecticut
$20K
CAM
1633
Costello Asset Management
Pennsylvania
$20K
OCM
1634
Orion Capital Management
California
$20K +$20K +200 New
NC
1635
NewSquare Capital
Pennsylvania
$19K
AIP
1636
Ahrens Investment Partners
Louisiana
$19K +$19K +190 New
SIS
1637
Sound Income Strategies
Florida
$18K
CI Investments Inc
1638
CI Investments Inc
Ontario, Canada
$17K -$12.4M -127,249 -100%
SC
1639
Sierra Capital
Florida
$17K +$17K +174 New
SCA
1640
Stuart Chaussee & Associates
California
$16K
AP
1641
Atwood & Palmer
Missouri
$15K -$3.39K -35 -18%
TCM
1642
Tradewinds Capital Management
Washington
$15K
MFT
1643
Moisand Fitzgerald Tamayo
Florida
$15K
FPB
1644
First PREMIER Bank
South Dakota
$15K
ACK
1645
Andrew C. Karlinski
$15K +$15K +156 New
PCH
1646
Polar Capital Holdings
United Kingdom
$13.5K +$3.23K +32,889 +31%
HWM
1647
Holloway Wealth Management
Florida
$13K -$13K
SWM
1648
Sugarloaf Wealth Management
Georgia
$13K
SC
1649
Stephens Consulting
Michigan
$12.3K +$12.3K +125 New
JGIA
1650
Jackson Grant Investment Advisers
Connecticut
$12K