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Morgan Stanley

1,658 hedge funds and large institutions have $124B invested in Morgan Stanley in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 645 increasing their positions, 645 reducing their positions, and 119 closing their positions.

Holders
1,658
Holders Change
-9
Holders Change %
-0.54%
% of All Funds
26.54%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.48%
New
144
Increased
645
Reduced
645
Closed
119
Calls
$2.96B
Puts
$2.83B
Net Calls
+$124M
Net Calls Change
+$328M
Name Market Value Shares Shares
Change
Shares
Change %
MCI
1751
MRP Capital Investments
Georgia
-400 Closed
CAS
1752
Coppell Advisory Solutions
Texas
-400 Closed
OIS
1753
Okabena Investment Services
Minnesota
-386 Closed
MPCL
1754
My Personal CFO LLC
Washington
-357 Closed
EC
1755
Elequin Capital
New York
-338 Closed
AWM
1756
Accurate Wealth Management
Florida
-312 Closed
CCC
1757
Chelsea Counsel Company
California
-300 Closed
MSCM
1758
McElhenny Sheffield Capital Management
Texas
-300 Closed
SC
1759
Seldon Capital
California
-282 Closed
WOSD
1760
WFA of San Diego
California
-200 Closed
RWMH
1761
Riverpoint Wealth Management Holdings
Illinois
-190 Closed
BHWM
1762
Beaird Harris Wealth Management
Texas
-178 Closed
SCA
1763
Stuart Chaussee & Associates
California
-167 Closed
GFL
1764
Granite FO LLC
New Hampshire
-160 Closed
Q
1765
QVR
California
-129 Closed
SC
1766
Sierra Capital
Florida
-126 Closed
MWM
1767
MinichMacGregor Wealth Management
New York
-112 Closed
GWSA
1768
Global Wealth Strategies & Associates
Colorado
-96 Closed
EE
1769
EWG Elevate
California
-95 Closed
AA
1770
AlphaMark Advisors
Kentucky
-36 Closed
ST
1771
Sageworth Trust
Pennsylvania
-22 Closed
WBC
1772
West Branch Capital
Massachusetts
-21 Closed
DCM
1773
Davidson Capital Management
Texas
-20 Closed
GMA
1774
Glassy Mountain Advisors
Maryland
-18 Closed
RF
1775
Robbins Farley
New Hampshire
-14 Closed