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Morgan Stanley

1,744 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 596 increasing their positions, 710 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
+91
Holders Change %
+5.51%
% of All Funds
25.56%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
243
Increased
596
Reduced
710
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
376
Orion Portfolio Solutions
Nebraska
$8.74M -$487K -5,203 -5%
MSRPS
377
Maryland State Retirement & Pension System
Maryland
$8.73M +$92.9K +996 +1%
BS
378
Banco Santander
Spain
$8.72M -$323K -3,467 -4%
CAN
379
Cetera Advisor Networks
California
$8.59M +$786K +8,814 +10%
AAIM
380
American Assets Investment Management
California
$8.58M
EI
381
Ethic Inc
New York
$8.54M -$2.42M -25,973 -22%
HR
382
Howe & Rusling
New York
$8.5M +$1.62M +17,413 +24%
SW
383
SteelPeak Wealth
California
$8.3M +$6.76M +72,541 +441%
PAG
384
Private Advisor Group
New Jersey
$8.23M +$752K +8,066 +10%
LBC
385
Lowe Brockenbrough & Co
Virginia
$8.17M -$1.3M -13,915 -14%
ACA
386
Aptus Capital Advisors
Alabama
$8.12M -$62K -665 -0.8%
TSW
387
Thompson Siegel & Walmsley
Virginia
$8.08M +$2.84M +30,500 +54%
BPC
388
Banque Pictet & Cie
Switzerland
$8.06M +$1.2M +12,870 +17%
AAM
389
Advisors Asset Management
Colorado
$8.05M -$1.28M -13,769 -14%
AI
390
Atria Investments
North Carolina
$8.01M +$495K +5,313 +7%
HIMCH
391
Hartford Investment Management Co (HIMCO)
Connecticut
$7.95M -$196K -2,101 -2%
PP
392
Prudential plc
United Kingdom
$7.89M +$16.9K +181 +0.2%
KAS
393
Kestra Advisory Services
Texas
$7.81M +$142K +1,523 +2%
BMSSC
394
B. Metzler seel. Sohn & Co
Germany
$7.77M -$806K -8,645 -9%
Pacer Advisors
395
Pacer Advisors
Pennsylvania
$7.75M +$214K +2,297 +3%
Hotchkis & Wiley Capital Management
396
Hotchkis & Wiley Capital Management
California
$7.75M +$7.47M +80,095 +2,670%
AAIS
397
ABN AMRO Investment Solutions
$7.71M -$844K -9,049 -10%
KA
398
Kintegral Advisory
New York
$7.66M -$48.8K -523 -0.6%
OHIS
399
Oak Harvest Investment Services
Texas
$7.61M -$6.3M -67,566 -45%
WPIC
400
White Pine Investment Company
Michigan
$7.54M +$36.3K +389 +0.5%