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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 %
GM
1501
GeoWealth Management
Illinois
$87K 984 -316 -24%
PA
1502
PSI Advisors
Florida
$86.7K 988 -13 -1%
BLC
1503
Brown, Lisle/Cummings
Rhode Island
$85.6K 975 +50 +5%
CMA
1504
Cedar Mountain Advisors
Oregon
$85.6K 975 +5 +0.5%
SIS
1505
Sound Income Strategies
Florida
$85.2K 971 -115 -11%
TFP
1506
Tilia Fiduciary Partners
North Carolina
$84.6K 963 -53 -5%
PFA
1507
Pathway Financial Advisers
Indiana
$84.2K 959 +6 +0.6%
HIM
1508
Hillsdale Investment Management
Ontario, Canada
$83.4K 950 +310 +48%
FMTCOCP
1509
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$78K 890
PMAM
1510
Picton Mahoney Asset Management
Ontario, Canada
$77K 875 -140 -14%
PCM
1511
Pointe Capital Management
Michigan
$75.3K 858 +858 New
AWM
1512
Atticus Wealth Management
Florida
$75.1K 855
DFCM
1513
Dark Forest Capital Management
Puerto Rico
$75.1K 855 +756 +764%
TWA
1514
TCI Wealth Advisors
Arizona
$71.8K 818 +70 +9%
CBT
1515
CoreFirst Bank & Trust
Kansas
$71.2K 811
IGWM
1516
ICA Group Wealth Management
Colorado
$70.9K 808 -596 -42%
NSG
1517
Nalls Sherbakoff Group
Tennessee
$70K 813 +813 New
SA
1518
SRH Advisors
Kansas
$69K 786 +5 +0.6%
CFD
1519
Creative Financial Designs
Indiana
$68.6K 781 +103 +15%
EAM
1520
Eukles Asset Management
Ohio
$67.6K 770
KC
1521
Knuff & Co
California
$66.7K 760 +560 +280%
HS
1522
Horan Securities
United States
$66.6K 758 +20 +3%
CWA
1523
Clearview Wealth Advisors
Oregon
$66.4K 756 +1 +0.1%
CT
1524
Colonial Trust
South Carolina
$65.1K 742 +600 +423%
HWA
1525
HHM Wealth Advisors
Tennessee
$65.1K 741 +61 +9%