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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 %
CIAS
1126
CFS Investment Advisory Services
New Jersey
$433K +$433K +5,066 New
ACM
1127
Arcataur Capital Management
Wisconsin
$433K +$433K +5,067 New
I2I
1128
Insight 2811 Inc
Illinois
$432K -$57.4K -672 -12%
BB
1129
Bell Bank
North Dakota
$432K -$26.6K -311 -6%
LC
1130
Lindbrook Capital
California
$431K -$4.1K -48 -0.9%
XSC
1131
X-Square Capital
Puerto Rico
$429K -$4.1K -48 -0.9%
IWM
1132
Integris Wealth Management
California
$429K -$3.42K -40 -0.8%
HSA
1133
HBK Sorce Advisory
Pennsylvania
$427K -$43K -504 -9%
AC
1134
Allstate Corporation
Illinois
$426K
FNA
1135
First National Advisers
Nebraska
$425K -$126K -1,481 -23%
TIA
1136
Tiemann Investment Advisors
California
$424K +$14.9K +175 +4%
CAI
1137
Capital Advisors Inc
Oklahoma
$423K +$144K +1,687 +52%
RMDI
1138
R.M. Davis Inc
Maine
$423K +$3.93K +46 +0.9%
AP
1139
Americana Partners
Texas
$421K -$85.7K -1,003 -17%
BHPW
1140
Beverly Hills Private Wealth
California
$421K +$421K +4,739 New
BSW
1141
Buckingham Strategic Wealth
Missouri
$421K -$132K -1,551 -24%
EWG
1142
Executive Wealth Group
Washington
$420K +$3.93K +46 +0.9%
RP
1143
Riverwater Partners
Wisconsin
$416K
CA
1144
Calton & Associates
Florida
$416K +$23.5K +275 +6%
CWM
1145
Cornerstone Wealth Management
Missouri
$416K -$15.8K -185 -4%
DIP
1146
DT Investment Partners
Pennsylvania
$413K
EP
1147
Edgestream Partners
New Jersey
$411K -$1.42M -16,652 -78%
AWM
1148
Arista Wealth Management
Nevada
$411K
V
1149
ViaWealth
Kansas
$410K -$75.8K -888 -16%
FFG
1150
Fortem Financial Group
California
$410K +$97.7K +1,144 +31%