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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 %
HB
1576
Horizon Bancorp
Indiana
$26K 300 +300 New
AP
1577
Arlington Partners
Alabama
$25.6K 291 +274 +1,612%
AP
1578
Atwood & Palmer
Missouri
$25.5K 290
WWP
1579
WR Wealth Planners
Missouri
$23.6K 269 +183 +213%
SC
1580
Solstein Capital
California
$22.5K 256
NIC
1581
Northwest Investment Counselors
Oregon
$19.8K 225
WPWM
1582
Western Pacific Wealth Management
Illinois
$19.4K 221 -196 -47%
CSC
1583
Caldwell Sutter Capital
California
$19.3K 220 +220 New
AW
1584
Avion Wealth
Texas
$18K 220 +17 +8%
HWP
1585
Highline Wealth Partners
California
$17.9K 204 +187 +1,100%
PMFA
1586
Plante Moran Financial Advisors
Michigan
$17.6K 200 -683 -77%
OCM
1587
Orion Capital Management
California
$17.6K 200
BC
1588
Barrett & Company
Rhode Island
$17.6K 200
WSC
1589
Wellington Shields & Co
New York
$17.6K 200
PP
1590
PrairieView Partners
Minnesota
$17K 198
AIP
1591
Ahrens Investment Partners
Louisiana
$16.7K 190 +190 New
RTL
1592
Red Tortoise LLC
Georgia
$16.4K 187 +132 +240%
CSPAM
1593
Cary Street Partners Asset Management
Virginia
$15K 171
NC
1594
NewSquare Capital
Pennsylvania
$14.1K 161 +161 New
FPB
1595
First PREMIER Bank
South Dakota
$14K 156
SC
1596
Schubert & Co
Texas
$13.3K 152 -19 -11%
TIM
1597
Tortoise Investment Management
New York
$13K 148 -11 -7%
CWA
1598
Core Wealth Advisors
Florida
$12.6K 143
TCM
1599
TD Capital Management
Tennessee
$12.3K 140 +140 New
FRA
1600
Front Row Advisors
California
$12K 141 +60 +74%