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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 %
SWA
876
Stratos Wealth Advisors
Ohio
$998K +$61.6K +661 +7%
PFBT
877
Parkside Financial Bank & Trust
Missouri
$996K +$394K +4,230 +66%
MCM
878
Mork Capital Management
California
$995K +$69K +740 +7%
BTWM
879
Baker Tilly Wealth Management
Wisconsin
$994K -$83.3K -893 -8%
NCM
880
NCM Capital Management
New Jersey
$994K +$14.9K +160 +2%
SC
881
Syon Capital
California
$991K +$589K +6,320 +147%
ICG
882
InterOcean Capital Group
Tennessee
$988K -$95.3K -1,022 -9%
BONH
883
Bank of New Hampshire
New Hampshire
$988K -$919K -9,857 -48%
OAM
884
Ostrum Asset Management
France
$987K -$654K -7,009 -40%
HTC
885
Haverford Trust Company
Pennsylvania
$985K +$3.73K +40 +0.4%
MMPW
886
Mitchell McLeod Pugh & Williams
Alabama
$981K +$34.3K +368 +4%
CWP
887
Concord Wealth Partners
Virginia
$975K +$224K +2,404 +30%
VWM
888
Venturi Wealth Management
Texas
$974K -$19.1K -205 -2%
TSWM
889
Triangle Securities Wealth Management
North Carolina
$973K -$4.48K -48 -0.5%
CGIM
890
Capital Group Investment Management
Singapore
$967K
CWM
891
Castle Wealth Management
Florida
$965K +$15.9K +171 +2%
GM
892
Granger Management
New York
$964K +$624K +6,692 +184%
EAM
893
Eagle Asset Management
Florida
$963K +$233K +2,502 +32%
FFP
894
FourThought Financial Partners
Florida
$959K -$27.1K -291 -3%
BJL
895
Brighton Jones LLC
Washington
$956K -$19.5K -209 -2%
SAG
896
SageView Advisory Group
California
$951K +$683K +7,797 +255%
NP
897
Nilsine Partners
Colorado
$949K -$336K -3,607 -26%
NFC
898
Northeast Financial Consultants
Connecticut
$946K +$28K +300 +3%
CFCI
899
Comprehensive Financial Consultants Institutional
Indiana
$943K +$28.9K +310 +3%
GA
900
Greenhaven Associates
New York
$933K