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Morgan Stanley

1,744 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 596 increasing their positions, 710 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
+91
Holders Change %
+5.51%
% of All Funds
25.57%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
243
Increased
596
Reduced
710
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
1601
Carmichael Hill & Associates
Maryland
$54.2K +$466 +5 +0.9%
HCM
1602
Horrell Capital Management
Arkansas
$54K
SA
1603
Scarborough Advisors
Maryland
$53.4K +$53.4K +573 New
TC
1604
Truvestments Capital
Florida
$51.9K -$746 -8 -1%
AFIA
1605
America First Investment Advisors
Nebraska
$51.8K
BIA
1606
Bell Investment Advisors
California
$51.1K -$7.09K -76 -12%
TFGT
1607
TS Financial Group (TSFG)
Illinois
$51K -$7.34K -78 -13%
MIA
1608
MeadowBrook Investment Advisors
Michigan
$50.7K +$50.7K +544 New
BWP
1609
Baldwin Wealth Partners
Massachusetts
$49.9K
CWM
1610
Cedar Wealth Management
California
$49.1K
OAJ
1611
Ogorek Anthony Joseph
New York
$48K
SN
1612
Sittner & Nelson
Oregon
$47.6K +$16.5K +177 +53%
SL
1613
Salomon & Ludwin
Virginia
$46.3K
RAM
1614
Riggs Asset Management
Pennsylvania
$45.9K -$4.2K -45 -8%
NCM
1615
Northwest Capital Management
Oregon
$44.3K
SFA
1616
Semmax Financial Advisors
North Carolina
$44K
MFT
1617
Moisand Fitzgerald Tamayo
Florida
$43.7K
AWM
1618
Abound Wealth Management
Tennessee
$43.3K +$2.8K +30 +7%
ETC
1619
Exchange Traded Concepts
Oklahoma
$42.8K -$162K -1,733 -79%
CT
1620
Colonial Trust
South Carolina
$42.4K -$36.9K -396 -47%
PWA
1621
Provenance Wealth Advisors
Florida
$41.3K +$38.3K +411 +1,284%
FWM
1622
FSA Wealth Management
Massachusetts
$41K +$41K +445 New
PWM
1623
Partnership Wealth Management
Maryland
$40.8K +$40.8K +468 New
FFO
1624
Fortitude Family Office
Arizona
$39K +$39K +418 New
EWM
1625
Evermay Wealth Management
Virginia
$38.5K +$4.48K +48 +13%