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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 %
CCG
1151
Chatham Capital Group
Georgia
$410K +$172K +2,010 +72%
MW
1152
Marcum Wealth
Ohio
$409K -$41.4K -485 -9%
OFW
1153
Omnia Family Wealth
Florida
$409K
SFB
1154
STAR Financial Bank
Indiana
$409K +$2.22K +26 +0.5%
LGA
1155
Lebenthal Global Advisors
New York
$409K -$36.3K -425 -8%
RWA
1156
Redhawk Wealth Advisors
Minnesota
$408K +$17.1K +200 +4%
KLCM
1157
KG&L Capital Management
Louisiana
$407K -$46.6K -546 -10%
JCIA
1158
Jackson Creek Investment Advisors
Colorado
$406K -$81.9K -959 -17%
TWM
1159
Tanager Wealth Management
United Kingdom
$406K +$10.1K +118 +3%
LNB
1160
Ledyard National Bank
$405K
LI
1161
LVZ Inc
Michigan
$404K
MTWM
1162
Masso Torrence Wealth Management
New Jersey
$404K +$90.5K +1,060 +29%
MSFS
1163
Main Street Financial Solutions
Pennsylvania
$403K -$6.92K -81 -2%
MFWP
1164
Mosaic Family Wealth Partners
Missouri
$402K
AF
1165
Advisornet Financial
Minnesota
$402K -$420K -4,918 -51%
VCM
1166
Vivaldi Capital Management
Illinois
$402K +$26.6K +311 +7%
KFS
1167
Kaizen Financial Strategies
California
$400K +$80.2K +935 +25%
WFI
1168
West Family Investments
California
$399K
IIA
1169
IPG Investment Advisors
California
$399K -$982K -11,500 -71%
FFA
1170
Farther Finance Advisors
California
$399K +$161K +1,884 +68%
AT
1171
American Trust
Kentucky
$398K -$17.1K -200 -4%
AWA
1172
Arete Wealth Advisors
Illinois
$398K -$50.7K -613 -11%
PBO
1173
Peoples Bank (Ohio)
Ohio
$398K -$6.41K -75 -2%
PB
1174
Pinnacle Bancorp
Nebraska
$398K +$22.2K +260 +6%
KWMG
1175
King Wealth Management Group
Florida
$394K +$7.35K +86 +2%