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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 %
SCM
1476
Silvant Capital Management
Georgia
$119K 1,357
CAL
1477
Capital Advisors Ltd
Ohio
$118K 1,347 -1,200 -47%
WPA
1478
West Paces Advisors
Georgia
$117K 1,337 +36 +3%
HGERS
1479
Householder Group Estate & Retirement Specialist
Arizona
$116K 1,324 +1,324 New
KI
1480
Kapitalo Investimentos
Brazil
$111K 1,264 +1,264 New
JWA
1481
JFS Wealth Advisors
Pennsylvania
$111K 1,262 +17 +1%
WTC
1482
WhitTier Trust Company
Nevada
$110K 1,257 -48 -4%
AAG
1483
Armstrong Advisory Group
Massachusetts
$110K 1,255
CWC
1484
Carolinas Wealth Consulting
North Carolina
$109K 1,241 +111 +10%
MCM
1485
MV Capital Management
Maryland
$109K 1,239 +901 +267%
CWM
1486
Compass Wealth Management
Connecticut
$106K 1,212
UIA
1487
Ulland Investment Advisors
Minnesota
$106K 1,208 -67 -5%
DAC
1488
Dividend Assets Capital
South Carolina
$105K 1,233
PAG
1489
Paladin Advisory Group
Iowa
$101K 1,156 +1,156 New
FA
1490
Fortis Advisors
Pennsylvania
$100K 1,144 +9 +0.8%
HDIM
1491
Hanson & Doremus Investment Management
Vermont
$99K 1,125 -139 -11%
RMC
1492
Resources Management Corp
Connecticut
$98K 734 -375 -34%
BWA
1493
BDO Wealth Advisors
Florida
$97.1K 1,106
FCMT
1494
Founders Capital Management (Texas)
Texas
$97K 1,099 +6 +0.5%
GFPC
1495
Global Financial Private Client
Florida
$95K 1,090 +106 +11%
FCA
1496
FinTrust Capital Advisors
South Carolina
$95K 1,117
CB
1497
Centennial Bank
Arkansas
$90.5K 1,031
RA
1498
Rise Advisors
New York
$88.9K 1,013 +8 +0.8%
MUAMU
1499
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$88K 1,000
CNBTD
1500
Citizens National Bank Trust Department
Mississippi
$87.8K 1,000