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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 %
JMF
1576
Johnson Midwest Financial
Iowa
$27.7K
EBA
1577
Eagle Bay Advisors
New York
$27.3K
CPA
1578
Cowen Prime Advisors
New York
$27.2K
HIIFS
1579
Harel Insurance Investments & Financial Services
Israel
$27K
HB
1580
Horizon Bancorp
Indiana
$26K
BAM
1581
Byrne Asset Management
New Jersey
$26K
CCA
1582
Column Capital Advisors
Indiana
$26K -$598 -7 -2%
ICM
1583
Islay Capital Management
Texas
$25.6K
MCA
1584
Maryland Capital Advisors
Maryland
$25.6K
BAM
1585
Bosun Asset Management
Illinois
$25.6K +$25.6K +300 New
IPW
1586
Impact Partnership Wealth
Georgia
$25.2K +$25.2K +295 New
KI
1587
Kapitalo Investimentos
Brazil
$25.1K -$82.8K -970 -77%
DMKJ
1588
David M. Knott Jr
$25K
AP
1589
Atwood & Palmer
Missouri
$24.8K
MWA
1590
Miller Wealth Advisors
Colorado
$24.3K +$6.23K +73 +34%
TFM
1591
TFC Financial Management
Massachusetts
$22.8K -$32.4K -379 -59%
OIS
1592
Okabena Investment Services
Minnesota
$21.9K +$21.9K +257 New
SC
1593
Solstein Capital
California
$21.9K
BC
1594
Belmont Capital
California
$20.3K +$20.3K +238 New
WCM
1595
Wunderlich Capital Managemnt
Tennessee
$20K +$20K +233 New
NIC
1596
Northwest Investment Counselors
Oregon
$19.2K
HWP
1597
Highline Wealth Partners
California
$17.4K
PMFA
1598
Plante Moran Financial Advisors
Michigan
$17.1K
BCM
1599
Bourgeon Capital Management
Connecticut
$17.1K -$8.54K -100 -33%
BC
1600
Barrett & Company
Rhode Island
$17.1K