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Morgan Stanley

1,594 hedge funds and large institutions have $109B invested in Morgan Stanley in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 603 increasing their positions, 645 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,594
Holders Change
-64
Holders Change %
-3.86%
% of All Funds
26.95%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.39%
New
112
Increased
603
Reduced
645
Closed
157
Calls
$1.68B
Puts
$2.62B
Net Calls
-$940M
Net Calls Change
+$337M
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
1726
Icon Wealth Partners
Texas
-$200K -2,288 Closed
FC
1727
Forte Capital
New York
-$218K -2,221 Closed
TA
1728
TrueWealth Advisors
Alabama
-$203K -2,070 Closed
EMG
1729
ETF Managers Group
New Jersey
-$166K -1,841 Closed
BS
1730
Bessemer Securities
New York
-$157K -1,799 Closed
PAG
1731
Paladin Advisory Group
Iowa
-$129K -1,488 Closed
T
1732
TCWP
Ohio
-$101K -1,158 Closed
GCA
1733
Greenwood Capital Associates
South Carolina
-$79K -900 Closed
LAS
1734
Lloyd Advisory Services
Georgia
-$72K -823 Closed
GAM
1735
Gemmer Asset Management
California
-$53K -609 Closed
TFO
1736
Tarbox Family Office
California
-$44K -502 Closed
SPWM
1737
Spartan Planning & Wealth Management
North Carolina
-$34K -385 Closed
TSWM
1738
Tyler-Stone Wealth Management
Ohio
-$26K -300 Closed
ACM
1739
Aquatic Capital Management
Illinois
-$26K -300 Closed
PCM
1740
Penserra Capital Management
California
-$17K -204 Closed
DC
1741
DeDora Capital
California
-$17K -200 Closed
CAGAS
1742
Capital Advisory Group Advisory Services
Minnesota
-$13K -150 Closed
TCM
1743
Tradewinds Capital Management
Washington
-$13K -150 Closed
BHWM
1744
Beaird Harris Wealth Management
Texas
-$9K -104 Closed
FFWM
1745
Future Financial Wealth Management
Ohio
-$9K -100 Closed
CI
1746
Cordant Inc
Oregon
-$8K -92 Closed
GIA
1747
Goodwin Investment Advisory
Georgia
-$1K -7 Closed
WA
1748
WestEnd Advisors
North Carolina
-$1.4M