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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.

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 Market Value Shares Shares
Change
Shares
Change %
1WA
1726
180 Wealth Advisors
Washington
-2,692 Closed
UF
1727
Univest Financial
Pennsylvania
-2,663 Closed
AAMC
1728
Asset Allocation & Management Company
Illinois
-2,660 Closed
RWA
1729
Ropes Wealth Advisors
Massachusetts
-2,649 Closed
SBH
1730
Segall Bryant & Hamill
Illinois
-2,605 Closed
ESCM
1731
Echo Street Capital Management
New York
-2,589 Closed
FG
1732
Fiduciary Group
Georgia
-2,460 Closed
JAG
1733
Journey Advisory Group
Kentucky
-2,300 Closed
SDIC
1734
South Dakota Investment Council
South Dakota
-2,200 Closed
ARIS
1735
Advanced Research Investment Solutions
California
-1,526 Closed
NICM
1736
Neo Ivy Capital Management
New York
-1,510 Closed
MS
1737
Mizuho Securities
Japan
-1,280 Closed
T
1738
TOBAM
France
-1,267 Closed
IAMOG
1739
Investors Asset Management of Georgia
Georgia
-1,047 Closed
SWM
1740
Selective Wealth Management
Virginia
-978 Closed
OPW
1741
Oxler Private Wealth
New York
-804 Closed
SFO
1742
Standard Family Office
South Dakota
-700 Closed
AIP
1743
Almanack Investment Partners
Pennsylvania
-658 Closed
PFA
1744
Professional Financial Advisors
Nebraska
-601 Closed
PP
1745
PFS Partners
New Jersey
-500 Closed
PP
1746
Paloma Partners
Connecticut
-400 Closed
PP
1747
Pacifica Partners
Canada
-269 Closed
SWM
1748
Sugarloaf Wealth Management
Georgia
-155 Closed
ACK
1749
Andrew C. Karlinski
-142 Closed
BA
1750
Bellwether Advisors
Nebraska
-80 Closed