MS icon

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 %
EP
1226
Eudaimonia Partners
Tennessee
$335K -$40.7K -476 -11%
MAM
1227
Meeder Asset Management
Ohio
$334K -$48.7K -570 -13%
CWM
1228
Curi Wealth Management
North Carolina
$334K -$10.2K -119 -3%
RIA
1229
Regal Investment Advisors
Michigan
$333K -$116K -1,355 -26%
CWM
1230
Centric Wealth Management
Illinois
$332K +$73K +875 +28%
PNC
1231
Park National Corp
Ohio
$332K -$9.74K -114 -3%
SAS
1232
Stelac Advisory Services
New York
$332K -$14.3K -168 -4%
GM
1233
Granger Management
New York
$331K -$21.8K -255 -6%
PRWA
1234
Platte River Wealth Advisors
Colorado
$330K
BCA
1235
Bay Colony Advisors
Massachusetts
$329K
AWA
1236
Amplius Wealth Advisors
Pennsylvania
$329K -$10.8K -126 -3%
NL
1237
NWAM LLC
Washington
$327K -$10.4K -122 -3%
AWG
1238
Altus Wealth Group
Colorado
$325K -$8.11K -95 -2%
HA
1239
Herold Advisors
New York
$323K +$171 +2 +0.1%
MA
1240
MCF Advisors
Kentucky
$323K
PFWA
1241
Paces Ferry Wealth Advisors
Georgia
$322K +$10.5K +123 +3%
OMC
1242
Overbrook Management Corp
New York
$321K
SL
1243
Sentinus LLC
Illinois
$321K -$1.28K -15 -0.4%
CBFP
1244
Cedar Brook Financial Partners
Ohio
$319K +$15.9K +186 +5%
DJSG
1245
D.J. St. Germain
Massachusetts
$319K +$319K +3,730 New
HCM
1246
Hollencrest Capital Management
California
$319K -$1.45K -17 -0.5%
DIA
1247
Davidson Investment Advisors
Montana
$318K -$15.8K -185 -5%
HI
1248
Hudock Inc
Pennsylvania
$316K -$19.2K -225 -6%
FAG
1249
Fortitude Advisory Group
Washington
$315K +$25.8K +302 +9%
FFBTD
1250
First Financial Bank - Trust Division
Ohio
$315K +$2.22K +26 +0.7%