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Morgan Stanley

2,084 hedge funds and large institutions have $173B invested in Morgan Stanley in 2024 Q4 according to their latest regulatory filings, with 348 funds opening new positions, 696 increasing their positions, 784 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,084
Holders Change
+234
Holders Change %
+12.65%
% of All Funds
27.75%
Holding in Top 10
39
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+95%
% of All Funds
0.52%
New
348
Increased
696
Reduced
784
Closed
81
Calls
$3.34B
Puts
$4.65B
Net Calls
-$1.31B
Net Calls Change
-$763M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
1951
Curio Wealth
Maryland
$31.4K +$31.4K +250 New
MSG
1952
Main Street Group
Virginia
$30K
Q1WB
1953
Quest 10 Wealth Builders
Virginia
$28.7K +$28.7K +228 New
GJIA
1954
Glass Jacobson Investment Advisors
Maryland
$28.6K +$5.16K +41 +22%
FWM
1955
FLP Wealth Management
Arkansas
$28.3K +$28.3K +225 New
RWM
1956
Ruedi Wealth Management
Illinois
$27.8K
IWP
1957
IAG Wealth Partners
Wisconsin
$27.5K +$27.5K +219 New
FMTCOCP
1958
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
DWA
1959
Delos Wealth Advisors
Texas
$25.1K
ECM
1960
Estabrook Capital Management
New York
$25.1K
MDA
1961
Minot DeBlois Advisors
Massachusetts
$25.1K +$25.1K +200 New
PBK
1962
Peoples Bank (Kansas)
Kansas
$25.1K +$25.1K +200 New
BFS
1963
Bare Financial Services
Pennsylvania
$25K
CAM
1964
Close Asset Management
United Kingdom
$25K
AWM
1965
Abound Wealth Management
Tennessee
$24.3K +$503 +4 +2%
KSWA
1966
Kathleen S. Wright Associates
Pennsylvania
$24.1K
NWMP
1967
Noble Wealth Management PBC
Colorado
$23.8K +$23.8K +189 New
AIC
1968
Archer Investment Corporation
Indiana
$23.7K +$251 +2 +1%
DF
1969
Dunhill Financial
United Kingdom
$23.6K +$8.95K +71 +61%
SVCP
1970
Silicon Valley Capital Partners
California
$23K +$126 +1 +0.5%
IHWM
1971
Iron Horse Wealth Management
Iowa
$22.9K
PWMG
1972
Private Wealth Management Group
New Jersey
$22.4K
AP
1973
Aspect Partners
Virginia
$22.3K
CTA
1974
Colonial Trust Advisors
South Carolina
$22.1K
HFS
1975
Hopwood Financial Services
Virginia
$22.1K +$22.1K +176 New