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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 %
AEPWM
1651
Atlantic Edge Private Wealth Management
Florida
$23.8K +$23.8K +255 New
PMFA
1652
Plante Moran Financial Advisors
Michigan
$22K +$3.36K +36 +18%
PCMC
1653
Planning Capital Management Corporation
Pennsylvania
$21.2K +$21.2K +227 New
JWM
1654
Janiczek Wealth Management
Colorado
$20.3K -$11.1K -119 -35%
FMTCOCP
1655
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K -$52.4K -550 -72%
FWM
1656
Focused Wealth Management
New York
$19.4K
BCM
1657
Bourgeon Capital Management
Connecticut
$18.7K
BFS
1658
Bare Financial Services
Pennsylvania
$18.6K +$18.6K +199 New
KSWA
1659
Kathleen S. Wright Associates
Pennsylvania
$17.9K +$17.9K +192 New
RTL
1660
Red Tortoise LLC
Georgia
$17.5K
GJIA
1661
Glass Jacobson Investment Advisors
Maryland
$17.3K -$13.4K -143 -44%
IHWM
1662
Iron Horse Wealth Management
Iowa
$17K
AP
1663
Aspect Partners
Virginia
$16.5K +$16.5K +177 New
SVCP
1664
Silicon Valley Capital Partners
California
$16.5K +$186 +2 +1%
PWMG
1665
Private Wealth Management Group
New Jersey
$16.1K +$16.1K +173 New
HB
1666
Horizon Bancorp
Indiana
$16K
AIC
1667
Archer Investment Corporation
Indiana
$15.5K +$933 +10 +6%
AW
1668
Avion Wealth
Texas
$15K -$271 -3 -2%
FPB
1669
First PREMIER Bank
South Dakota
$15K
JFA
1670
JNBA Financial Advisors
Minnesota
$14.2K -$4.48K -48 -24%
CFFP
1671
Center for Financial Planning
Michigan
$14K -$4.66K -50 -25%
RFG
1672
RFP Financial Group
Georgia
$13.1K +$13.1K +141 New
TCM
1673
TD Capital Management
Tennessee
$13.1K
HFS
1674
Hantz Financial Services
Michigan
$13K +$2.62K +29 +25%
TVAMP
1675
Tennessee Valley Asset Management Partners
Tennessee
$12.9K +$12.9K +139 New