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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 %
GM
1501
GeoWealth Management
Illinois
$94K +$9.14K +106 +11%
T
1502
TOBAM
France
$92K +$37.4K +437 +69%
GFPC
1503
Global Financial Private Client
Florida
$90.7K -$3.46K -40 -4%
PA
1504
PSI Advisors
Florida
$88.6K +$4.27K +50 +5%
CC
1505
Centiva Capital
New York
$88.2K -$2.11M -24,733 -96%
CB
1506
Centennial Bank
Arkansas
$88K
SIS
1507
Sound Income Strategies
Florida
$87.8K +$4.87K +57 +6%
SCA
1508
Stonebridge Capital Advisors
Minnesota
$86.3K -$41.3K -483 -32%
SWA
1509
SOA Wealth Advisors
New York
$86K +$24.2K +283 +39%
CNBTD
1510
Citizens National Bank Trust Department
Mississippi
$85.4K
RA
1511
Rise Advisors
New York
$85.1K -$1.45K -17 -2%
CMA
1512
Cedar Mountain Advisors
Oregon
$83.7K +$512 +6 +0.6%
BLC
1513
Brown, Lisle/Cummings
Rhode Island
$83.3K
CSC
1514
Caldwell Sutter Capital
California
$82.8K +$64K +749 +340%
TFP
1515
Tilia Fiduciary Partners
North Carolina
$82.2K
FMTCOCP
1516
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$82K +$6.45K +76 +9%
HIM
1517
Hillsdale Investment Management
Ontario, Canada
$79.4K -$1.71K -20 -2%
BWS
1518
Buck Wealth Strategies
Colorado
$78.2K +$73.9K +865 +1,696%
AP
1519
Arlington Partners
Alabama
$74.6K +$49.8K +583 +200%
AWM
1520
Atticus Wealth Management
Florida
$74.5K +$1.45K +17 +2%
FCMT
1521
Founders Capital Management (Texas)
Texas
$74.3K -$19.6K -229 -21%
CT
1522
Colonial Trust
South Carolina
$72.7K +$9.31K +109 +15%
PIAS
1523
PCA Investment Advisory Services
Ohio
$71.5K +$71.5K +837 New
SA
1524
SRH Advisors
Kansas
$69K
CFD
1525
Creative Financial Designs
Indiana
$67K +$342 +4 +0.5%