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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 %
AI
1251
AXS Investments
New York
$314K +$20K +234 +7%
BBA
1252
BLB&B Advisors
Pennsylvania
$312K -$40.9K -479 -12%
IIC
1253
Integrated Investment Consultants
Michigan
$312K -$28.8K -337 -8%
FFG
1254
Frisch Financial Group
New York
$312K -$49.1K -575 -14%
Fuller & Thaler Asset Management
1255
Fuller & Thaler Asset Management
California
$311K +$81.1K +950 +35%
MFG
1256
MidWestOne Financial Group
Iowa
$309K
AF
1257
Alerus Financial
North Dakota
$308K -$8.37K -98 -3%
AA
1258
Alta Advisers
United Kingdom
$307K
HAS
1259
HBW Advisory Services
California
$307K +$76.6K +897 +33%
DSC
1260
Duncker Streett & Co
Missouri
$305K
QFA
1261
Quantum Financial Advisors
California
$305K
WorldQuant Millennium Advisors
1262
WorldQuant Millennium Advisors
New York
$304K +$304K +3,564 New
MWPCG
1263
Measured Wealth Private Client Group
New Hampshire
$303K +$2.39K +28 +0.8%
Cohen & Steers
1264
Cohen & Steers
New York
$303K
Wealth Enhancement Advisory Services
1265
Wealth Enhancement Advisory Services
Minnesota
$301K -$9.13M -106,858 -97%
TNA
1266
True North Advisors
Texas
$301K +$301K +3,522 New
FC
1267
Forte Capital
New York
$300K +$1.11K +13 +0.4%
GCA
1268
Guardian Capital Advisors
Ontario, Canada
$300K +$300K +3,500 New
OA
1269
Operose Advisors
Wisconsin
$300K +$21.7K +254 +8%
CSB
1270
City State Bank
Iowa
$299K -$6.41K -75 -2%
MIM
1271
Morningstar Investment Management
Illinois
$299K
BFC
1272
Bedel Financial Consulting
Indiana
$299K +$61.7K +722 +26%
CFA
1273
Capstone Financial Advisors
Illinois
$297K +$8.63K +101 +3%
LC
1274
Lavaca Capital
Texas
$296K -$220K -2,573 -43%
H
1275
HoyleCohen
California
$296K -$56.8K -665 -16%