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Morgan Stanley

1,744 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 596 increasing their positions, 710 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
+91
Holders Change %
+5.51%
% of All Funds
25.57%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
243
Increased
596
Reduced
710
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
1376
Newbridge Financial Services Group
Florida
$251K +$251K +2,695 New
GP
1377
Girard Partners
Pennsylvania
$251K -$12.5K -134 -5%
OWA
1378
One Wealth Advisors
California
$250K +$15.1K +162 +6%
OC
1379
Opinicus Capital
Florida
$250K +$250K +2,682 New
Kayne Anderson Rudnick Investment Management
1380
Kayne Anderson Rudnick Investment Management
California
$250K +$38.8K +416 +18%
AA
1381
Argent Advisors
Louisiana
$250K
LS
1382
Livforsakringsbolaget Skandia
Sweden
$248K +$93.2K +999 +60%
PRWA
1383
Platte River Wealth Advisors
Colorado
$248K -$125K -1,340 -34%
EA
1384
Ellsworth Advisors
Ohio
$247K +$247K +2,650 New
OC
1385
Oakworth Capital
Alabama
$247K +$4.76K +51 +2%
FTIS
1386
First Trust Investment Solutions
Florida
$245K +$245K +2,632 New
FGA
1387
Fortis Group Advisors
New Jersey
$245K
BOPW
1388
Brandywine Oak Private Wealth
Pennsylvania
$245K
DJSG
1389
D.J. St. Germain
Massachusetts
$245K -$6.62K -71 -3%
HWMG
1390
Hurlow Wealth Management Group
Indiana
$245K -$839 -9 -0.3%
PWP
1391
Precedent Wealth Partners
Texas
$245K +$245K +2,626 New
MCM
1392
Marathon Capital Management
Maryland
$244K -$64K -686 -21%
KIG
1393
Kennedy Investment Group
New Jersey
$244K +$1.03K +11 +0.4%
WCWM
1394
Willow Creek Wealth Management
California
$243K -$14.3K -153 -6%
HCM
1395
Highlander Capital Management
New Jersey
$242K
WB
1396
Webster Bank
Connecticut
$242K +$227K +2,433 +1,466%
KFI
1397
Key Financial Inc
Pennsylvania
$241K -$15.5K -166 -6%
CFO
1398
CVA Family Office
Colorado
$240K -$229K -2,452 -49%
WAG
1399
Wallace Advisory Group
California
$240K -$31.3K -383 -12%
GM
1400
GeoWealth Management
Illinois
$240K +$141K +1,518 +143%