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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 %
BAM
1426
Blueshift Asset Management
New Jersey
$229K -$517K -5,545 -69%
BAAM
1427
Baker Avenue Asset Management
California
$229K -$2.24K -24 -1%
JFGIW
1428
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K +$123K +1,320 +117%
MAG
1429
Mayfair Advisory Group
Alabama
$228K +$228K +2,430 New
AIA
1430
Angeles Investment Advisors
California
$228K +$228K +2,446 New
KFS
1431
Kaizen Financial Strategies
California
$227K -$176K -1,887 -44%
HCM
1432
Hall Capital Management
Rhode Island
$226K +$226K +2,426 New
PK
1433
Pflug Koory
Nebraska
$226K
TWM
1434
Thrive Wealth Management
Pennsylvania
$226K -$4.38K -47 -2%
BTW
1435
Boston Trust Walden
Massachusetts
$226K +$226K +2,423 New
IBOK
1436
Independence Bank of Kentucky
Kentucky
$225K -$8.39K -90 -4%
FPAS
1437
Focus Partners Advisor Solutions
Missouri
$225K +$225K +2,412 New
TCMP
1438
Thrive Capital Management (Pennsylvania)
Pennsylvania
$225K +$225K +2,410 New
BSB
1439
Bangor Savings Bank
Maine
$225K
LAM
1440
Lifestyle Asset Management
Texas
$225K -$15K -161 -6%
FSA
1441
Financial Security Advisor
Virginia
$224K +$224K +2,407 New
CA
1442
Cornerstone Advisory
Maryland
$223K +$223K +2,396 New
DWG
1443
Darden Wealth Group
Michigan
$223K +$223K +2,396 New
GWS
1444
Glassman Wealth Services
Virginia
$221K +$933 +10 +0.4%
IWA
1445
IVC Wealth Advisors
Pennsylvania
$221K +$221K +2,372 New
NB
1446
Northwest Bancshares
Pennsylvania
$221K -$21.8K -234 -9%
FFO
1447
Fiduciary Family Office
Florida
$221K +$221K +2,369 New
CCG
1448
Coastwise Capital Group
California
$220K +$220K +2,363 New
HI
1449
Harbour Investments
Wisconsin
$220K +$21K +225 +11%
PA
1450
PFG Advisors
Arizona
$220K -$22K -236 -9%