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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 %
C
1526
Covestor
United Kingdom
$65K 745 -265 -26%
CHA
1527
Carmichael Hill & Associates
Maryland
$64.8K 738 +3 +0.4%
SWA
1528
SOA Wealth Advisors
New York
$63.5K 724 +50 +7%
TLCM
1529
Twin Lakes Capital Management
California
$63.2K 720
FFC
1530
First Financial Corp
Indiana
$59.1K 673
TFM
1531
TFC Financial Management
Massachusetts
$56.7K 646 +607 +1,556%
T
1532
TOBAM
France
$56K 637 +637 New
MTCM
1533
Mint Tower Capital Management
Netherlands
$55K 627 -7,073 -92%
LFASL
1534
Lugano Financial Advisors SA (LFA)
Switzerland
$54.9K 625
VCM
1535
Vigilant Capital Management
Maine
$54K 613
BIA
1536
Bell Investment Advisors
California
$53.3K 607 -95 -14%
BEI
1537
Benjamin Edwards Inc
Missouri
$53K 600
ECM
1538
Estabrook Capital Management
New York
$52.7K 600
BWP
1539
Baldwin Wealth Partners
Massachusetts
$51.8K 590
OCM
1540
Osterweis Capital Management
California
$51.8K 590
HCM
1541
Horrell Capital Management
Arkansas
$51K 583
WP
1542
WealthPLAN Partners
Nebraska
$50.2K 571 +571 New
AFIA
1543
America First Investment Advisors
Nebraska
$48.8K 556 +556 New
AAP
1544
Arax Advisory Partners
Colorado
$48.3K 551 +4 +0.7%
RFA
1545
Register Financial Advisors
Georgia
$47.3K 539 -755 -58%
CWM
1546
Cedar Wealth Management
California
$46.3K 527 -395 -43%
EWM
1547
Evermay Wealth Management
Virginia
$45.5K 518 +168 +48%
FCA
1548
Fortis Capital Advisors
Kansas
$45.2K 515 +6 +1%
TFGT
1549
TS Financial Group (TSFG)
Illinois
$45K 513 -210 -29%
OAJ
1550
Ogorek Anthony Joseph
New York
$45K 523