MS icon

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.

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 %
KFP
1626
KB Financial Partners
New Jersey
$6K
LOIP
1627
Live Oak Investment Partners
Texas
$5.95K
WAM
1628
Worth Asset Management
Texas
$5.95K
FSWA
1629
Financial Synergies Wealth Advisors
Texas
$5.36K +$5.36K +63 New
WB
1630
Webster Bank
Connecticut
$5K +$5K +53 New
YAL
1631
Your Advocates Ltd
Texas
$4.76K
RTL
1632
Red Tortoise LLC
Georgia
$4.68K +$4.68K +55 New
AWM
1633
Accel Wealth Management
Iowa
$4.25K -$43.7K -514 -91%
AA
1634
Ancora Advisors
Ohio
$4K -$4.46K -49 -53%
CTA
1635
Colonial Trust Advisors
South Carolina
$3.91K +$3.91K +46 New
CAM
1636
Costello Asset Management
Pennsylvania
$3.83K +$3.83K +45 New
MWM
1637
Mascoma Wealth Management
New Hampshire
$3.66K
JFA
1638
JNBA Financial Advisors
Minnesota
$3.4K
TFM
1639
TFC Financial Management
Massachusetts
$3.34K
FWM
1640
Focused Wealth Management
New York
$3.32K
JWM
1641
Janiczek Wealth Management
Colorado
$3.08K +$1.18K +13 +62%
ECM
1642
Everence Capital Management
Indiana
$3.01K -$115 -1,350 -4%
AA
1643
AlphaMark Advisors
Kentucky
$3K +$3K +36 New
CTB
1644
Country Trust Bank
Illinois
$2.55K
NMG
1645
New Millennium Group
Utah
$2.47K +$2.47K +29 New
APW
1646
Acima Private Wealth
Virginia
$2.21K
CAM
1647
ClariVest Asset Management
California
$2K
ST
1648
Sageworth Trust
Pennsylvania
$2K +$2K +22 New
MCM
1649
Magnolia Capital Management
New York
$2K +$2K +29 New
WBC
1650
West Branch Capital
Massachusetts
$1.79K