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Morgan Stanley

1,850 hedge funds and large institutions have $139B invested in Morgan Stanley in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 752 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,850
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.76%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
176
Increased
752
Reduced
654
Closed
108
Calls
$3.28B
Puts
$3.82B
Net Calls
-$547M
Net Calls Change
-$99.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FDCP
1126
Foster Dykema Cabot & Partners
Massachusetts
$569K +$51.5K +494 +10%
OIM
1127
Orca Investment Management
Oregon
$569K -$60.8K -583 -10%
RWP
1128
RWA Wealth Partners
Massachusetts
$566K +$28.6K +274 +5%
ATC
1129
Adirondack Trust Company
New York
$565K
HWA
1130
Heritage Wealth Advisors
Virginia
$565K -$37.7K -362 -6%
NFA
1131
Northern Financial Advisors
Michigan
$564K +$11.2K +107 +2%
BG
1132
Bahl & Gaynor
Ohio
$563K -$12.7K -122 -2%
CP
1133
Canopy Partners
Ohio
$562K +$1.04K +10 +0.2%
FPAS
1134
Focus Partners Advisor Solutions
Missouri
$558K +$113K +1,081 +25%
LCGC
1135
Legacy Capital Group California
California
$558K -$40.8K -391 -7%
PBO
1136
Peoples Bank (Ohio)
Ohio
$558K +$23.2K +223 +4%
CS
1137
Capital Square
Tennessee
$557K -$42.9K -412 -7%
PFP
1138
Pinnacle Financial Partners
Tennessee
$554K +$73.7K +707 +15%
JIC
1139
Johnson Investment Counsel
Ohio
$550K +$236K +2,265 +75%
MW
1140
Marcum Wealth
Ohio
$548K +$52.6K +505 +11%
IWM
1141
Integris Wealth Management
California
$545K
SW
1142
SlateStone Wealth
Florida
$543K +$19.9K +191 +4%
EFG
1143
Everhart Financial Group
Ohio
$543K +$122K +1,175 +29%
HI
1144
Humankind Investments
New York
$540K +$24.6K +236 +5%
CCA
1145
Childress Capital Advisors
Texas
$538K +$11.9K +114 +2%
RL
1146
Rogco LP
Oklahoma
$537K -$4.38K -42 -0.8%
HCP
1147
Hexagon Capital Partners
Arkansas
$536K +$5.21K +50 +1%
FMWA
1148
Forvis Mazars Wealth Advisors
Missouri
$532K +$13.9K +133 +3%
NFC
1149
Northeast Financial Consultants
Connecticut
$530K +$6.25K +60 +1%
SFS
1150
Strategic Financial Services
New York
$530K