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Morgan Stanley

1,779 hedge funds and large institutions have $127B invested in Morgan Stanley in 2024 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 696 increasing their positions, 682 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+35
Holders Change %
+2.01%
% of All Funds
25.79%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.3%
New
168
Increased
696
Reduced
682
Closed
106
Calls
$3.7B
Puts
$3.96B
Net Calls
-$264M
Net Calls Change
-$815M
Name Holding Trade Value Shares
Change
Shares
Change %
HB
1701
Horizon Bancorp
Indiana
$16K
PCMC
1702
Planning Capital Management Corporation
Pennsylvania
$15.6K -$5.74K -61 -27%
FPB
1703
First PREMIER Bank
South Dakota
$15K
JFA
1704
JNBA Financial Advisors
Minnesota
$14.3K
RWA
1705
Redmont Wealth Advisors
Illinois
$13.4K +$13.4K +142 New
TCM
1706
TD Capital Management
Tennessee
$13.2K
KFS
1707
Kelly Financial Services
Massachusetts
$12.6K +$94 +1 +0.8%
ETC
1708
Exchange Traded Concepts
Oklahoma
$12.2K -$31K -329 -72%
PCM
1709
Penserra Capital Management
California
$12K -$511K -5,744 -98%
SC
1710
Stephens Consulting
Michigan
$11.8K
GCM
1711
Gables Capital Management
Florida
$11.3K
OP
1712
ORG Partners
Indiana
$11.1K -$21K -225 -65%
OLVIG
1713
Oliver Lagore Vanvalin Investment Group
Michigan
$11.1K
TCG
1714
Transcendent Capital Group
Oklahoma
$11K
NI
1715
NCP Inc
California
$10.8K +$10.8K +115 New
FFA
1716
Frazier Financial Advisors
Ohio
$10.6K +$377 +4 +4%
NA
1717
Nordwand Advisors
Pennsylvania
$10.6K
DWM
1718
Dogwood Wealth Management
Kansas
$10.6K +$94 +1 +0.9%
RS
1719
Rakuten Securities
Japan
$10.5K -$76.8K -816 -88%
DF
1720
Dunhill Financial
United Kingdom
$10.5K +$1.69K +18 +19%
TCM
1721
TruNorth Capital Management
Michigan
$10.4K +$10.4K +110 New
RFG
1722
RFP Financial Group
Georgia
$9.79K -$3.48K -37 -26%
LWANC
1723
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.79K
NC
1724
nVerses Capital
Florida
$9.42K +$9.42K +100 New
MBFW
1725
Morton Brown Family Wealth
Pennsylvania
$9.23K