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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 %
SIA
1076
Strategic Investment Advisors
Michigan
$487K +$16.1K +188 +3%
EFS
1077
Essex Financial Services
Connecticut
$487K -$191K -2,232 -28%
WE
1078
Wealth Effects
Massachusetts
$487K
WCA
1079
Westover Capital Advisors
Delaware
$487K
WP
1080
WealthSource Partners
California
$485K +$52.8K +618 +12%
AWA
1081
Aaron Wealth Advisors
Illinois
$485K -$17.5K -205 -3%
ANBT
1082
American National Bank & Trust
Texas
$485K +$19K +223 +4%
RCAG
1083
Rehmann Capital Advisory Group
Michigan
$485K -$4.95K -58 -1%
LFA
1084
Legacy Financial Advisors
Kentucky
$483K -$9.05K -106 -2%
BONST
1085
Bank of Nova Scotia Trust
Ontario, Canada
$480K +$3.07K +36 +0.6%
CA
1086
Clearstead Advisors
Ohio
$480K -$87.4K -1,023 -15%
RA
1087
RFG Advisory
Alabama
$479K -$12.3K -144 -3%
AFP
1088
Ausdal Financial Partners
Iowa
$478K +$31.3K +367 +7%
LIA
1089
LS Investment Advisors
Michigan
$474K
WGAM
1090
Wilkinson Global Asset Management
New York
$474K +$61K +714 +15%
CFMC
1091
Curbstone Financial Management Corp
New Hampshire
$472K
TCOT
1092
Trust Company of Toledo
Ohio
$472K -$3.76K -44 -0.8%
KTC
1093
Kistler-Tiffany Companies
Pennsylvania
$471K -$80.4K -942 -15%
AI
1094
Atom Investors
Texas
$470K +$470K +5,505 New
FA
1095
Financial Advisors
Massachusetts
$468K -$9.74K -114 -2%
BFM
1096
Boston Financial Management
Massachusetts
$467K -$11.4K -134 -2%
VWA
1097
V Wealth Advisors
Kansas
$467K +$82.5K +966 +21%
ESCM
1098
Echo Street Capital Management
New York
$464K +$464K +5,439 New
GIA
1099
Gladstone Institutional Advisory
Florida
$464K -$587K -6,868 -56%
KA
1100
Kovack Advisors
Florida
$459K -$77.7K -910 -14%