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Morgan Stanley

1,658 hedge funds and large institutions have $129B invested in Morgan Stanley in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 674 increasing their positions, 609 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
-44
Holders Change %
-2.59%
% of All Funds
26.24%
Holding in Top 10
31
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-34.04%
% of All Funds
0.49%
New
140
Increased
674
Reduced
609
Closed
163
Calls
$2.11B
Puts
$3.38B
Net Calls
-$1.28B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
1626
Baldwin Wealth Partners
Massachusetts
$8K
AA
1627
Ancora Advisors
Ohio
$8K
CTB
1628
Country Trust Bank
Illinois
$8K
CI
1629
Cordant Inc
Oregon
$8K +$8K +92 New
TF
1630
TimeScale Financial
Massachusetts
$7K
KFP
1631
KB Financial Partners
New Jersey
$6K
WAM
1632
Worth Asset Management
Texas
$6K +$6K +70 New
FBT
1633
First Bank & Trust
South Dakota
$5K -$27.8K -328 -85%
STCOSD
1634
Sageworth Trust Company of South Dakota
South Dakota
$5K -$23.3K -247 -82%
YAL
1635
Your Advocates Ltd
Texas
$5K
DI
1636
Disciplined Investments
Oklahoma
$5K +$5K +60 New
SC
1637
Schubert & Co
Texas
$4K +$1.65K +21 +70%
MWM
1638
Mascoma Wealth Management
New Hampshire
$4K +$4K +43 New
RBC
1639
Roble Belko & Company
Pennsylvania
$4K +$4K +48 New
FGAM
1640
Financial Gravity Asset Management
Texas
$3.12K -$1.37K -688 -31%
JFA
1641
JNBA Financial Advisors
Minnesota
$3K -$13.4K -179 -82%
TFM
1642
TFC Financial Management
Massachusetts
$3K
CAM
1643
ClariVest Asset Management
California
$3K
FWM
1644
Focused Wealth Management
New York
$3K
LF
1645
Lee Financial
Texas
$2K -$8.27K -91 -81%
CP
1646
Corbenic Partners
Pennsylvania
$2K -$4.93K -69 -71%
JWM
1647
Janiczek Wealth Management
Colorado
$2K
APW
1648
Acima Private Wealth
Virginia
$2K
CFFP
1649
Center for Financial Planning
Michigan
$2K
BIM
1650
Baldwin Investment Management
Pennsylvania
$1.93K +$66 +757 +4%