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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 %
EI
1751
Ellevest Inc
New York
-$124K -1,407 Closed
FA
1752
Fortis Advisors
Pennsylvania
-$100K -1,144 Closed
PMAM
1753
Picton Mahoney Asset Management
Ontario, Canada
-$77K -875 Closed
PCM
1754
Pointe Capital Management
Michigan
-$75.3K -858 Closed
DFCM
1755
Dark Forest Capital Management
Puerto Rico
-$75.1K -855 Closed
TWA
1756
TCI Wealth Advisors
Arizona
-$71.8K -818 Closed
GCWM
1757
Graham Capital Wealth Management
District of Columbia
-$569K -648 Closed
MTCM
1758
Mint Tower Capital Management
Netherlands
-$55K -627 Closed
FCA
1759
Fortis Capital Advisors
Kansas
-$45.2K -515 Closed
FIA
1760
FNY Investment Advisers
New York
-$36K -417 Closed
WPWM
1761
Western Pacific Wealth Management
Illinois
-$19.4K -221 Closed
CSPAM
1762
Cary Street Partners Asset Management
Virginia
-$15K -171 Closed
NC
1763
NewSquare Capital
Pennsylvania
-$14.1K -161 Closed
SC
1764
Schubert & Co
Texas
-$13.3K -152 Closed
CWA
1765
Core Wealth Advisors
Florida
-$12.6K -143 Closed
JGIA
1766
Jackson Grant Investment Advisers
Connecticut
-$11.2K -127 Closed
AWM
1767
Accel Wealth Management
Iowa
-$8.78K -100 Closed
TFA
1768
Toth Financial Advisory
Virginia
-$4.22K -48 Closed
CAM
1769
Costello Asset Management
Pennsylvania
-$3.95K -45 Closed
2L
1770
25 LLC
Missouri
-$1.01K -12 Closed
GA
1771
GoalVest Advisory
New York
-$1.05K -12 Closed
GFWA
1772
Grey Fox Wealth Advisors
Delaware
-$1.05K -12 Closed
DF
1773
DecisionPoint Financial
Arizona
-$439 -5 Closed