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Morgan Stanley

1,744 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 596 increasing their positions, 710 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
+91
Holders Change %
+5.51%
% of All Funds
25.57%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
243
Increased
596
Reduced
710
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M
Name Holding Trade Value Shares
Change
Shares
Change %
DMBA
1501
Deseret Mutual Benefit Administrators
Utah
$189K -$34.4K -369 -15%
MRCM
1502
M&R Capital Management
New Jersey
$188K +$11.7K +126 +7%
CP
1503
Castleview Partners
Texas
$188K +$37.9K +406 +25%
GIA
1504
GHP Investment Advisors
Colorado
$187K -$41.2K -442 -18%
UCB
1505
United Community Bank
South Carolina
$185K +$11.8K +127 +7%
RFM
1506
Royal Fund Management
Florida
$183K +$183K +1,966 New
PIM
1507
Plato Investment Management
Australia
$180K +$180K +1,928 New
WTC
1508
WhitTier Trust Company
Nevada
$177K +$58K +622 +49%
CAL
1509
Capital Advisors Ltd
Ohio
$176K -$932 -10 -0.5%
BSC
1510
Brown Shipley & Co
United Kingdom
$175K
GIM
1511
Gold Investment Management
Alberta, Canada
$172K +$172K +1,843 New
ACA
1512
Atlas Capital Advisors
Wyoming
$169K -$56K -600 -25%
A
1513
AJOVista
Massachusetts
$167K +$167K +1,794 New
FCA
1514
FinTrust Capital Advisors
South Carolina
$166K +$37.1K +398 +29%
GGI
1515
Godsey & Gibb Inc
Virginia
$159K
MME
1516
Meag Munich Ergo
Germany
$155K
PPC
1517
Park Place Capital
Alabama
$153K -$202K -2,161 -57%
GPFA
1518
Game Plan Financial Advisors
Ohio
$149K +$149K +1,600 New
FBC
1519
Fairfield, Bush & Co
Connecticut
$148K +$148K +1,585 New
BWL
1520
Bogart Wealth LLC
Virginia
$147K +$5.32K +57 +4%
TIM
1521
Thompson Investment Management
Wisconsin
$146K
LFG
1522
Larson Financial Group
Missouri
$145K +$280 +3 +0.2%
HBW
1523
Hazlett, Burt & Watson
West Virginia
$144K +$371 +4 +0.3%
CAS
1524
Coppell Advisory Solutions
Texas
$144K +$106K +1,140 +285%
PSB
1525
Piscataqua Savings Bank
New Hampshire
$143K