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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 %
CTA
1626
Colonial Trust Advisors
South Carolina
$9.39K
FWM
1627
Focused Wealth Management
New York
$9.25K -$24.1K -281 -72%
IGWM
1628
ICA Group Wealth Management
Colorado
$9K -$60.3K -703 -87%
LWA
1629
Lowe Wealth Advisors
Maryland
$8.54K
MBFW
1630
Morton Brown Family Wealth
Pennsylvania
$8.37K
USB
1631
Union Savings Bank
Connecticut
$8.24K +$8.24K +90 New
APC
1632
Aspire Private Capital
North Carolina
$8.08K -$1.28K -15 -14%
LFA
1633
Legend Financial Advisors
Pennsylvania
$7.43K
AA
1634
Ancora Advisors
Ohio
$7.34K -$171 -2 -2%
TF
1635
TimeScale Financial
Massachusetts
$7.17K
FCT
1636
First Community Trust
Iowa
$7.09K
CPG
1637
Cornerstone Planning Group
New Jersey
$6.58K +$6.58K +77 New
DI
1638
Disciplined Investments
Oklahoma
$6.15K -$854 -10 -12%
CJL
1639
Cyrus J. Lawrence
New York
$6.08K +$30 +349 +0.5%
FSWA
1640
Financial Synergies Wealth Advisors
Texas
$5.98K -$1.45K -17 -20%
LOIP
1641
Live Oak Investment Partners
Texas
$5.98K -$6.15K
AIM
1642
Arcadia Investment Management
Michigan
$5.98K
WIM
1643
Westside Investment Management
California
$5.98K
SHIM
1644
Stone House Investment Management
Pennsylvania
$5.98K
ME
1645
McIlrath & Eck
Washington
$5.98K +$4.01K +47 +204%
AWM
1646
AllSquare Wealth Management
New York
$5.67K
WB
1647
Webster Bank
Connecticut
$5.47K -$171 -2 -3%
RG
1648
Retirement Group
California
$4.95K
TCM
1649
Tradewinds Capital Management
Washington
$4.78K -$3.84K -45 -45%
YAL
1650
Your Advocates Ltd
Texas
$4.78K