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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 %
TIM
1626
Tortoise Investment Management
New York
$37.9K -$1.03K -11 -3%
DWA
1627
Delos Wealth Advisors
Texas
$37.6K +$37.3K +400 +13,333%
MSFP
1628
Mark Sheptoff Financial Planning
Connecticut
$37.3K
USB
1629
Union Savings Bank
Connecticut
$36.4K +$14K +150 +63%
YDMI
1630
Y.D. More Investments
Israel
$35.3K
CTA
1631
Colonial Trust Advisors
South Carolina
$34.6K +$24.4K +261 +237%
SIC
1632
SJS Investment Consulting
Ohio
$34.4K -$2.15K -23 -6%
FUBT
1633
First United Bank & Trust
Maryland
$34.3K +$34.3K +368 New
EIM
1634
Essex Investment Management
Massachusetts
$33.9K
OP
1635
ORG Partners
Indiana
$32.1K -$4.76K -51 -13%
BCMLT
1636
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.7K +$326 +4 +1%
TFM
1637
TFC Financial Management
Massachusetts
$31.6K -$747 -8 -2%
DFA
1638
DHJJ Financial Advisors
Illinois
$31.5K
WBC
1639
West Branch Capital
Massachusetts
$29.7K
EBA
1640
Eagle Bay Advisors
New York
$29.3K -$3.92K -42 -12%
HIIFS
1641
Harel Insurance Investments & Financial Services
Israel
$29K
BAM
1642
Byrne Asset Management
New Jersey
$28.9K
MSG
1643
Main Street Group
Virginia
$28.4K +$28.4K +304 New
ICM
1644
Islay Capital Management
Texas
$28K
MCA
1645
Maryland Capital Advisors
Maryland
$28K
MWA
1646
Miller Wealth Advisors
Colorado
$26.6K
CFS
1647
CGC Financial Services
Oregon
$24.7K +$24.2K +260 +5,200%
HIM
1648
Hillsdale Investment Management
Ontario, Canada
$24.2K
WIA
1649
Wetzel Investment Advisors
Indiana
$24K +$24K +259 New
SC
1650
Solstein Capital
California
$23.9K