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Morgan Stanley

1,672 hedge funds and large institutions have $119B invested in Morgan Stanley in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 639 increasing their positions, 665 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,672
Holders Change
+13
Holders Change %
+0.78%
% of All Funds
26.37%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.33%
New
125
Increased
639
Reduced
665
Closed
102
Calls
$2.71B
Puts
$2.55B
Net Calls
+$165M
Net Calls Change
+$40.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HVIA
426
Hudson Valley Investment Advisors
New York
$5.52M +$550K +6,442 +11%
API
427
Advisor Partners II
California
$5.48M +$159K +1,866 +3%
ISB
428
Iowa State Bank
Iowa
$5.47M -$159K -1,860 -3%
1IA
429
1834 Investment Advisors
Wisconsin
$5.47M -$420K -4,917 -7%
AAS
430
Avantax Advisory Services
Texas
$5.44M +$561K +6,567 +11%
PI
431
PEAK6 Investments
Illinois
$5.43M +$232K +2,712 +4%
NMERB
432
New Mexico Educational Retirement Board
New Mexico
$5.42M +$214K +2,500 +4%
SFM
433
Signet Financial Management
New Jersey
$5.41M -$21.2K -248 -0.4%
Tudor Investment Corp
434
Tudor Investment Corp
Connecticut
$5.39M +$4.79M +56,047 +793%
DLCIG
435
D.L. Carlson Investment Group
New Hampshire
$5.37M +$77.7K +910 +1%
BCM
436
Becker Capital Management
Oregon
$5.34M +$1.09M +12,811 +26%
Lido Advisors
437
Lido Advisors
California
$5.26M +$694K +8,125 +15%
IMRF
438
Illinois Municipal Retirement Fund
Illinois
$5.23M -$3M -35,103 -36%
Assenagon Asset Management
439
Assenagon Asset Management
Luxembourg
$5.21M +$347K +4,068 +7%
BCA
440
Bernzott Capital Advisors
California
$5.17M -$101K -1,179 -2%
AFG
441
Albion Financial Group
Utah
$5.17M +$417K +4,880 +9%
BCV
442
Banque Cantonale Vaudoise
Switzerland
$5.16M -$3.04M -35,600 -37%
IGAM
443
iA Global Asset Management
Quebec, Canada
$5.08M +$5.08M +59,530 New
CCM
444
Coldstream Capital Management
Washington
$5.08M -$88K -1,030 -2%
VF
445
Vest Financial
Virginia
$5.07M +$3.7M +43,259 +270%
AAM
446
Aureus Asset Management
Massachusetts
$5.06M +$126K +1,481 +3%
OSNBOA
447
Old Second National Bank of Aurora
Illinois
$5.01M -$57.5K -673 -1%
GT
448
Glenview Trust
Kentucky
$5.01M -$11.4K -133 -0.2%
BAMF
449
BI Asset Management Fondsmaeglerselskab
Denmark
$4.99M +$569K +6,664 +13%
CCG
450
Ceeto Capital Group
Florida
$4.95M