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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 %
BWA
1451
BDO Wealth Advisors
Florida
$157K +$62.2K +728 +66%
IAS
1452
IMA Advisory Services
Colorado
$154K -$3.25K -38 -2%
SFCL
1453
Strengthening Families & Communities LLC
Massachusetts
$154K +$154K +1,798 New
BBPWM
1454
Blue Bell Private Wealth Management
Pennsylvania
$153K
CFGS
1455
Concourse Financial Group Securities
Alabama
$152K +$5.89K +69 +4%
EWM
1456
Endurance Wealth Management
Rhode Island
$151K
LWM
1457
LJI Wealth Management
Indiana
$151K +$151K +14,849 New
GBT
1458
Grove Bank & Trust
Florida
$151K -$1.79K -21 -1%
PPWM
1459
PFG Private Wealth Management
Florida
$146K +$24.7K +289 +20%
SSG
1460
Summit Securities Group
New York
$145K -$73.4K -862 -34%
BWM
1461
BerganKDV Wealth Management
Minnesota
$143K -$21.9K -256 -13%
LS
1462
Livforsakringsbolaget Skandia
Sweden
$142K -$3.74M -43,750 -96%
BWL
1463
Bogart Wealth LLC
Virginia
$139K -$3.42K -40 -2%
HBW
1464
Hazlett, Burt & Watson
West Virginia
$137K -$16.3K -191 -11%
CP
1465
Castleview Partners
Texas
$137K -$83K -972 -38%
CCP
1466
Carmel Capital Partners
California
$136K -$115K -1,343 -46%
RCG
1467
Rock Creek Group
District of Columbia
$135K +$8.88K +104 +7%
TIM
1468
Thompson Investment Management
Wisconsin
$133K
WTC
1469
WhitTier Trust Company
Nevada
$133K +$25.9K +303 +24%
PSB
1470
Piscataqua Savings Bank
New Hampshire
$131K
MMG
1471
Monetary Management Group
Missouri
$128K
JEST
1472
JTC Employer Solutions Trustee
Jersey
$128K
APW
1473
Austin Private Wealth
Texas
$125K -$77.7K -910 -38%
TWM
1474
Tradition Wealth Management
Minnesota
$124K -$212K -2,472 -63%
RBC
1475
Roble Belko & Company
Pennsylvania
$124K