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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 %
CPC
1376
Congress Park Capital
New York
$226K
CT
1377
Chicago Trust
Illinois
$226K +$16.4K +192 +8%
WSCM
1378
Wellington Shields Capital Management
New York
$225K
HWMG
1379
Hurlow Wealth Management Group
Indiana
$225K -$256 -3 -0.1%
SC
1380
Sepio Capital
Utah
$225K -$32.3K -378 -13%
BOPW
1381
Brandywine Oak Private Wealth
Pennsylvania
$224K +$9.99K +117 +5%
SIA
1382
Soltis Investment Advisors
Utah
$224K +$14.5K +170 +7%
ZF
1383
Zhang Financial
Michigan
$224K +$224K +2,623 New
OC
1384
Oakworth Capital
Alabama
$221K -$9.14K -107 -4%
KIG
1385
Kennedy Investment Group
New Jersey
$221K +$221K +2,591 New
NFSG
1386
Newbridge Financial Services Group
Florida
$221K -$49K -574 -18%
WG
1387
Welch Group
Alabama
$221K
EFG
1388
Ethos Financial Group
Pennsylvania
$221K
LAM
1389
Lifestyle Asset Management
Texas
$219K +$3.42K +40 +2%
DMBA
1390
Deseret Mutual Benefit Administrators
Utah
$219K +$8.37K +98 +4%
SGI
1391
Summit Global Investments
Utah
$219K
NEWAS
1392
N.E.W. Advisory Services
Wisconsin
$219K -$2.48K -29 -1%
IAIM
1393
Industrial Alliance Investment Management
Quebec, Canada
$218K -$4.73M -55,290 -96%
MAM
1394
McLean Asset Management
Virginia
$218K -$19.4K -227 -8%
HWM
1395
Horizon Wealth Management
Illinois
$217K +$256 +3 +0.1%
SSB
1396
Sandy Spring Bank
Maryland
$217K -$7.09K -83 -3%
TWM
1397
Thrive Wealth Management
Pennsylvania
$217K +$217K +2,538 New
BSB
1398
Bangor Savings Bank
Maine
$216K
WAG
1399
Winthrop Advisory Group
Massachusetts
$216K +$16.5K +193 +8%
FZCM
1400
Flynn Zito Capital Management
New York
$215K