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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 %
CIP
651
Convergence Investment Partners
Florida
$1.95M -$42.5K -498 -2%
CWP
652
Cyndeo Wealth Partners
Florida
$1.95M +$223K +2,606 +13%
TI
653
Tidal Investments
Wisconsin
$1.95M +$8.37K +98 +0.4%
PMA
654
Prudent Man Advisors
Illinois
$1.94M -$35.8K -419 -2%
CCP
655
Clough Capital Partners
Massachusetts
$1.94M -$1.26M -14,750 -39%
CB
656
Community Bank
New York
$1.94M +$79.8K +935 +4%
DGAM
657
Desjardins Global Asset Management
Quebec, Canada
$1.94M +$397K +4,654 +26%
FDS
658
Freedom Day Solutions
Texas
$1.92M -$152K -1,778 -7%
SAM
659
Shell Asset Management
Netherlands
$1.9M -$1.3M -15,258 -41%
CAM
660
Cacti Asset Management
Georgia
$1.88M
DLG
661
Daniel L. Goodwin
$1.88M
CK
662
Cohen Klingenstein
New York
$1.86M
APWA
663
Atlas Private Wealth Advisors
New Jersey
$1.86M +$932K +10,916 +101%
AG
664
AIA Group
Hong Kong
$1.84M +$1.15M +13,416 +164%
PA
665
Paralel Advisors
Colorado
$1.84M +$65.3K +765 +4%
CICI
666
Capital Investment Counsel Inc
North Carolina
$1.83M +$36.9K +432 +2%
WHG
667
Westwood Holdings Group
Texas
$1.83M
CGL
668
Clarius Group LLC
Washington
$1.82M -$111K -1,303 -6%
HCCM
669
Hudson Canyon Capital Management
New York
$1.82M +$79.1K +926 +5%
AW
670
Alaethes Wealth
Nevada
$1.81M +$42.9K +502 +2%
SWP
671
Stratos Wealth Partners
Ohio
$1.81M +$229K +2,686 +15%
MWM
672
Modera Wealth Management
New Jersey
$1.8M +$163K +1,906 +10%
OIM
673
Opus Investment Management
Massachusetts
$1.79M
LIP
674
Lighthouse Investment Partners
Florida
$1.78M +$1.78M +20,794 New
SWS
675
SYSTM Wealth Solutions
Illinois
$1.77M +$740K +8,662 +72%