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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 %
RAM
1551
Riggs Asset Management
Pennsylvania
$43.2K 492
MFT
1552
Moisand Fitzgerald Tamayo
Florida
$42.5K 484
OLVIG
1553
Oliver Lagore Vanvalin Investment Group
Michigan
$38.3K 436
LFG
1554
Larson Financial Group
Missouri
$37.3K 425 +247 +139%
FIA
1555
FNY Investment Advisers
New York
$36K 417 +417 New
Commonwealth Equity Services
1556
Commonwealth Equity Services
Massachusetts
$35.4K 403,523 +27,852 +7%
MSFP
1557
Mark Sheptoff Financial Planning
Connecticut
$35.1K 400
SIC
1558
SJS Investment Consulting
Ohio
$34.7K 395 +16 +4%
AWM
1559
Abound Wealth Management
Tennessee
$34.4K 392 +147 +60%
FWM
1560
Focused Wealth Management
New York
$34.2K 389 +350 +897%
BAM
1561
Baldrige Asset Management
Pennsylvania
$34K 391 +3 +0.8%
YDMI
1562
Y.D. More Investments
Israel
$33.3K 380 +193 +103%
CLOS
1563
Compagnie Lombard Odier SCmA
Switzerland
$32.9K 375
SN
1564
Sittner & Nelson
Oregon
$29.2K 333 +225 +208%
CPA
1565
Cowen Prime Advisors
New York
$29K 318
JMF
1566
Johnson Midwest Financial
Iowa
$28.5K 324
EBA
1567
Eagle Bay Advisors
New York
$28.1K 320 +6 +2%
LF
1568
Lee Financial
Texas
$27.8K 317 +86 +37%
CCA
1569
Column Capital Advisors
Indiana
$27.3K 311 -39 -11%
HIIFS
1570
Harel Insurance Investments & Financial Services
Israel
$27K 311
BAM
1571
Byrne Asset Management
New Jersey
$27K 309 +59 +24%
ICM
1572
Islay Capital Management
Texas
$26.3K 300
MCA
1573
Maryland Capital Advisors
Maryland
$26.3K 300
BCM
1574
Bourgeon Capital Management
Connecticut
$26.3K 300
DMKJ
1575
David M. Knott Jr
$26K 293