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Morgan Stanley

1,658 hedge funds and large institutions have $124B invested in Morgan Stanley in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 645 increasing their positions, 645 reducing their positions, and 119 closing their positions.

Holders
1,658
Holders Change
-9
Holders Change %
-0.54%
% of All Funds
26.54%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.48%
New
144
Increased
645
Reduced
645
Closed
119
Calls
$2.96B
Puts
$2.83B
Net Calls
+$124M
Net Calls Change
+$328M
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1451
Atlas Capital Advisors
Wyoming
$159K 1,816
FMII
1452
Farmers & Merchants Investments Inc
Nebraska
$159K 1,810 -17 -0.9%
BBPWM
1453
Blue Bell Private Wealth Management
Pennsylvania
$157K 1,789 +15 +0.8%
GBT
1454
Grove Bank & Trust
Florida
$157K 1,785 +211 +13%
HBW
1455
Hazlett, Burt & Watson
West Virginia
$156K 1,796 +74 +4%
EWM
1456
Endurance Wealth Management
Rhode Island
$155K 1,767
CFGS
1457
Concourse Financial Group Securities
Alabama
$151K 1,709 +63 +4%
ETC
1458
Exchange Traded Concepts
Oklahoma
$148K 1,686 +1,580 +1,491%
BWL
1459
Bogart Wealth LLC
Virginia
$146K 1,665 +104 +7%
MC
1460
Machina Capital
France
$145K 1,649 +1,649 New
TIM
1461
Thompson Investment Management
Wisconsin
$137K 1,562 +1,562 New
PSB
1462
Piscataqua Savings Bank
New Hampshire
$135K 1,538 +75 +5%
JEST
1463
JTC Employer Solutions Trustee
Jersey
$132K 1,500
MMG
1464
Monetary Management Group
Missouri
$132K 1,500
SCA
1465
Stonebridge Capital Advisors
Minnesota
$131K 1,493 -122 -8%
RCG
1466
Rock Creek Group
District of Columbia
$130K 1,481 +888 +150%
TCWA
1467
Ten Capital Wealth Advisors
Washington
$130K 1,475
RBC
1468
Roble Belko & Company
Pennsylvania
$128K 1,453
PPWM
1469
PFG Private Wealth Management
Florida
$125K 1,426 +1,426 New
CWM
1470
Cranbrook Wealth Management
Michigan
$125K 1,425
RTC
1471
Riverview Trust Company
Washington
$125K 1,422 +841 +145%
LTI
1472
Laffer Tengler Investments
Tennessee
$124K 1,417 -1 -0.1%
EI
1473
Ellevest Inc
New York
$124K 1,407 -194 -12%
GG
1474
Gleason Group
Kentucky
$122K 1,391 +11 +0.8%
WTA
1475
Washington Trust Advisors
Massachusetts
$120K 1,370 -29 -2%