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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 %
KC
1551
Knuff & Co
California
$47.8K -$17.1K -200 -26%
AFIA
1552
America First Investment Advisors
Nebraska
$47.5K
HFM
1553
Hartford Financial Management
Connecticut
$47K +$47K +550 New
RAM
1554
Riggs Asset Management
Pennsylvania
$45.9K +$3.84K +45 +9%
BWP
1555
Baldwin Wealth Partners
Massachusetts
$45.7K -$4.7K -55 -9%
EWM
1556
Evermay Wealth Management
Virginia
$45.5K +$1.28K +15 +3%
ARS
1557
Adirondack Retirement Specialists
New York
$45.4K +$45.4K +532 New
LWANC
1558
Laurel Wealth Advisors (North Carolina)
North Carolina
$45.2K +$36.3K +425 +409%
CWM
1559
Cedar Wealth Management
California
$45K
MUAMU
1560
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$43K -$43K -500 -50%
MFT
1561
Moisand Fitzgerald Tamayo
Florida
$41.3K
NCM
1562
Northwest Capital Management
Oregon
$40.6K +$40.6K +475 New
SFG
1563
Steward Financial Group
Texas
$40K +$40K +480 New
AWM
1564
Abound Wealth Management
Tennessee
$37.1K +$3.59K +42 +11%
GKIM
1565
GW&K Investment Management
Massachusetts
$37K +$35.3K +409 +2,045%
MSFP
1566
Mark Sheptoff Financial Planning
Connecticut
$34.2K
BCMLT
1567
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.8K +$32.1K +376 +4,700%
SIC
1568
SJS Investment Consulting
Ohio
$32.6K -$1.11K -13 -3%
YDMI
1569
Y.D. More Investments
Israel
$32.4K
CLOS
1570
Compagnie Lombard Odier SCmA
Switzerland
$32K
OLVIG
1571
Oliver Lagore Vanvalin Investment Group
Michigan
$31.4K -$5.81K -68 -16%
TIM
1572
Tortoise Investment Management
New York
$30.4K +$17.8K +208 +141%
WBC
1573
West Branch Capital
Massachusetts
$29.7K +$29.7K +348 New
WWP
1574
WR Wealth Planners
Missouri
$28.5K +$5.47K +64 +24%
SN
1575
Sittner & Nelson
Oregon
$28.4K