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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 %
CC
1001
Corton Capital
Ontario, Canada
$671K +$53.1K +569 +9%
CDH
1002
Charles D. Hyman
$670K
BCG
1003
Breakwater Capital Group
New Jersey
$670K -$12.3K -143 -2%
KA
1004
KLCM Advisors
Wisconsin
$668K -$22.9K -246 -3%
PWLP
1005
Prio Wealth Limited Partnership
Massachusetts
$663K -$9.61K -103 -1%
TWM
1006
TriaGen Wealth Management
California
$663K +$18.7K +200 +3%
NB
1007
NBT Bank
New York
$661K +$4.76K +51 +0.7%
QP
1008
Quilter Plc
United Kingdom
$660K -$93.5K -1,000 -12%
FA
1009
FDx Advisors
Illinois
$659K -$69K -740 -9%
MWM
1010
Mission Wealth Management
California
$655K -$12.3K -132 -2%
IA
1011
IFP Advisors
Florida
$654K -$366K -3,923 -36%
LA
1012
LexAurum Advisors
Kansas
$653K -$11.4K -122 -2%
VWA
1013
Visionary Wealth Advisors
Illinois
$649K +$50.4K +541 +8%
Empower Advisory Group
1014
Empower Advisory Group
Colorado
$647K -$21.6K -232 -3%
TCB
1015
Texas Capital Bancshares
Texas
$647K
IA
1016
IFG Advisors
Missouri
$646K
OIM
1017
Orca Investment Management
Oregon
$645K
SB
1018
Strategic Blueprint
Georgia
$645K -$45.9K -492 -7%
PCS
1019
Personal CFO Solutions
New Jersey
$644K -$38.5K -413 -6%
WPW
1020
Waldron Private Wealth
Pennsylvania
$641K +$53.2K +571 +9%
EFMC
1021
Empire Financial Management Company
New York
$638K +$18K +193 +3%
AFG
1022
AFS Financial Group
Maryland
$636K -$980K -10,505 -61%
ARC
1023
Advisor Resource Council
Texas
$635K +$635K +6,813 New
AIA
1024
Affinity Investment Advisors
California
$632K -$84K -901 -12%
MMA
1025
Miracle Mile Advisors
California
$632K +$274K +2,942 +77%