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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 %
WPWM
1801
Western Pacific Wealth Management
Illinois
-$29K -300 Closed
CAM
1802
Costello Asset Management
Pennsylvania
-$20K -200 Closed
NC
1803
NewSquare Capital
Pennsylvania
-$19K -198 Closed
MFT
1804
Moisand Fitzgerald Tamayo
Florida
-$15K -155 Closed
ODG
1805
O'Dell Group
Ohio
-$10K -105 Closed
PCA
1806
Providence Capital Advisors
North Carolina
-$10K -102 Closed
RI
1807
Rinkey Investments
California
-$10K -100 Closed
ST
1808
Sageworth Trust
Pennsylvania
-$9K -91 Closed
KCM
1809
KRS Capital Management
Michigan
-$6K -65 Closed
DFCM
1810
Dark Forest Capital Management
Puerto Rico
-$4K -44 Closed
HH
1811
HWG Holdings
Texas
-$4K -39 Closed
JIR
1812
James Investment Research
Ohio
-$4K -39 Closed
CSWM
1813
Cassady Schiller Wealth Management
Ohio
-$3K -33 Closed
PCMC
1814
Paragon Capital Management (Colorado)
Colorado
-$3K -33 Closed
MTWM
1815
Masso Torrence Wealth Management
New Jersey
-$3K -32 Closed
MBFW
1816
Morton Brown Family Wealth
Pennsylvania
-$3K -31 Closed
FCAS
1817
First Command Advisory Services
Texas
-$2K -18 Closed
HFS
1818
Hantz Financial Services
Michigan
-$1K -13 Closed
UFF
1819
USA Financial Formulas
Michigan
-$1K -6 Closed
HWM
1820
Holloway Wealth Management
Florida
-$13K