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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 %
KFS
1601
Kelly Financial Services
Massachusetts
$11.6K 132 -30 -19%
JGIA
1602
Jackson Grant Investment Advisers
Connecticut
$11.2K 127
KFP
1603
KB Financial Partners
New Jersey
$11K 127 +55 +76%
SC
1604
Stephens Consulting
Michigan
$11K 125
GCM
1605
Gables Capital Management
Florida
$10.5K 120 +20 +20%
MWA
1606
Miller Wealth Advisors
Colorado
$10K 212 -238 -53%
NA
1607
Nordwand Advisors
Pennsylvania
$9.92K 113 +113 New
GPI
1608
General Partner Inc
Pennsylvania
$9.85K 117 +117 New
APC
1609
Aspire Private Capital
North Carolina
$9.7K 110 -7,054 -98%
CTA
1610
Colonial Trust Advisors
South Carolina
$9.66K 110 +64 +139%
JFA
1611
JNBA Financial Advisors
Minnesota
$9.48K 108 +68 +170%
LWANC
1612
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.13K 104
TCM
1613
Tradewinds Capital Management
Washington
$8.87K 101
LWA
1614
Lowe Wealth Advisors
Maryland
$8.78K 100
AWM
1615
Accel Wealth Management
Iowa
$8.78K 100 +50 +100%
MBFW
1616
Morton Brown Family Wealth
Pennsylvania
$8.6K 98
PCM
1617
Penserra Capital Management
California
$8K 92
AA
1618
Ancora Advisors
Ohio
$7.73K 88 +44 +100%
LFA
1619
Legend Financial Advisors
Pennsylvania
$7.64K 87
FSWA
1620
Financial Synergies Wealth Advisors
Texas
$7.64K 87 +24 +38%
TF
1621
TimeScale Financial
Massachusetts
$7.38K 84
FCT
1622
First Community Trust
Iowa
$7.29K 83
DI
1623
Disciplined Investments
Oklahoma
$7.2K 82 +7 +9%
AIM
1624
Arcadia Investment Management
Michigan
$6.15K 70 -111 -61%
WIM
1625
Westside Investment Management
California
$6.15K 70