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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 %
RTC
1476
Riverview Trust Company
Washington
$121K
TCWA
1477
Ten Capital Wealth Advisors
Washington
$120K -$5.53K -65 -4%
GG
1478
Gleason Group
Kentucky
$120K +$1.11K +13 +0.9%
LTI
1479
Laffer Tengler Investments
Tennessee
$118K -$3.25K -38 -3%
WTA
1480
Washington Trust Advisors
Massachusetts
$117K -$342 -4 -0.3%
SCM
1481
Silvant Capital Management
Georgia
$116K
WPA
1482
West Paces Advisors
Georgia
$114K
CQS
1483
Credential Qtrade Securities
$112K -$49.4K -579 -31%
PO
1484
Private Ocean
California
$108K +$108K +1,268 New
AAG
1485
Armstrong Advisory Group
Massachusetts
$107K
FMII
1486
Farmers & Merchants Investments Inc
Nebraska
$106K -$48.3K -565 -31%
FBC
1487
Fairfield, Bush & Co
Connecticut
$106K +$106K +1,240 New
DAC
1488
Dividend Assets Capital
South Carolina
$105K
JWA
1489
JFS Wealth Advisors
Pennsylvania
$104K -$3.42K -40 -3%
RMC
1490
Resources Management Corp
Connecticut
$104K +$41.2K +481 +66%
FCAG
1491
First Capital Advisors Group
New Jersey
$104K +$104K +1,214 New
CWM
1492
Compass Wealth Management
Connecticut
$104K
UIA
1493
Ulland Investment Advisors
Minnesota
$103K
CWM
1494
Cranbrook Wealth Management
Michigan
$102K -$20.1K -235 -16%
CWC
1495
Carolinas Wealth Consulting
North Carolina
$102K -$4.35K -51 -4%
RFA
1496
Register Financial Advisors
Georgia
$102K +$55.5K +650 +121%
HDIM
1497
Hanson & Doremus Investment Management
Vermont
$101K +$5.2K +61 +5%
MCM
1498
MV Capital Management
Maryland
$99.2K -$6.66K -78 -6%
PAG
1499
Paladin Advisory Group
Iowa
$98.7K
FCA
1500
FinTrust Capital Advisors
South Carolina
$95K