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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 %
WSC
1601
Wellington Shields & Co
New York
$17.1K
WOSD
1602
WFA of San Diego
California
$17.1K +$17.1K +200 New
CFFP
1603
Center for Financial Planning
Michigan
$17.1K +$17.1K +200 New
PP
1604
PrairieView Partners
Minnesota
$17K +$85 +1 +0.5%
VAG
1605
VisionPoint Advisory Group
Texas
$16.9K +$16.9K +198 New
WAM
1606
Worth Asset Management
Texas
$16.3K +$10.3K +121 +173%
RTL
1607
Red Tortoise LLC
Georgia
$16K
GJIA
1608
Glass Jacobson Investment Advisors
Maryland
$15.8K +$15.8K +185 New
LFG
1609
Larson Financial Group
Missouri
$15.2K -$21.1K -247 -58%
SVCP
1610
Silicon Valley Capital Partners
California
$14.8K +$14.8K +173 New
AW
1611
Avion Wealth
Texas
$14K -$4.55K -54 -25%
LF
1612
Lee Financial
Texas
$13.8K -$13.3K -156 -49%
AIC
1613
Archer Investment Corporation
Indiana
$13.3K +$13.3K +156 New
MAM
1614
Marquette Asset Management
Minnesota
$13.2K +$13.2K +155 New
FPB
1615
First PREMIER Bank
South Dakota
$13K
JFA
1616
JNBA Financial Advisors
Minnesota
$13K +$3.76K +44 +41%
FRA
1617
Front Row Advisors
California
$12K
TCM
1618
TD Capital Management
Tennessee
$12K
KFS
1619
Kelly Financial Services
Massachusetts
$11.3K
KFP
1620
KB Financial Partners
New Jersey
$11K
SC
1621
Stephens Consulting
Michigan
$10.7K
GCM
1622
Gables Capital Management
Florida
$10.2K
OPTFSNA
1623
Old Point Trust & Financial Services N A
Virginia
$10.2K +$10.2K +119 New
GPI
1624
General Partner Inc
Pennsylvania
$9.99K
NA
1625
Nordwand Advisors
Pennsylvania
$9.65K