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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 %
BG
1101
Bahl & Gaynor
Ohio
$459K -$2.05K -24 -0.4%
MHIC
1102
Marble Harbor Investment Counsel
Massachusetts
$459K -$159K -1,858 -26%
CW
1103
CreativeOne Wealth
Kansas
$458K +$79.9K +937 +21%
FIB
1104
First Interstate Bank
Montana
$457K -$9.82K -115 -2%
RIL
1105
Rothschild Investment LLC
Illinois
$456K +$38.8K +454 +9%
CFO
1106
CVA Family Office
Colorado
$454K -$2.48K -29 -0.5%
SMWM
1107
Silvia McColl Wealth Management
California
$454K
EHWM
1108
Eads & Heald Wealth Management
Georgia
$452K +$74.3K +870 +20%
PI
1109
PineBridge Investments
New York
$451K -$74.1K -868 -14%
SWP
1110
Strategic Wealth Partners
Ohio
$449K +$14.5K +170 +3%
SCM
1111
SKBA Capital Management
California
$448K -$8.54K -100 -2%
BWP
1112
BSW Wealth Partners
Colorado
$448K -$12.6K -148 -3%
CFP
1113
Catalyst Financial Partners
Massachusetts
$446K +$46.4K +543 +12%
EWA
1114
Exencial Wealth Advisors
Oklahoma
$445K +$1.71K +20 +0.4%
SFS
1115
Strategic Financial Services
New York
$445K
PP
1116
PDS Planning
Ohio
$445K +$11.3K +132 +3%
CAMV
1117
Concord Asset Management (Virginia)
Virginia
$444K +$110K +1,292 +33%
CWM
1118
C2C Wealth Management
Arizona
$444K
SMA
1119
Sage Mountain Advisors
Georgia
$441K -$37.1K -434 -8%
GFP
1120
Gryphon Financial Partners
Ohio
$437K -$73.3K -858 -14%
FCB
1121
First County Bank
Connecticut
$436K -$57.9K -678 -12%
ECM
1122
Evergreen Capital Management
Washington
$436K -$180K -2,113 -29%
CHP
1123
Cable Hill Partners
Oregon
$434K -$36.6K -428 -8%
MCCA
1124
Mill Creek Capital Advisors
Pennsylvania
$433K +$83.6K +979 +24%
BC
1125
Bridgefront Capital
Texas
$433K +$433K +5,075 New