MS icon

Morgan Stanley

1,140 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2020 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 432 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+41
Holders Change %
+3.73%
% of All Funds
23.06%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.67%
New
133
Increased
432
Reduced
400
Closed
85
Calls
$1.47B
Puts
$1.9B
Net Calls
-$429M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
476
Albion Financial Group
Utah
$2.1M +$31K +641 +1%
HT
477
Heritage Trust
Oklahoma
$2.1M +$29.2K +603 +1%
Boston Partners
478
Boston Partners
Massachusetts
$2.1M +$66.1K +1,367 +3%
AWM
479
Avitas Wealth Management
California
$2.09M -$14.6K -301 -0.7%
ISB
480
Iowa State Bank
Iowa
$2.09M +$103K +2,121 +5%
Rockefeller Capital Management
481
Rockefeller Capital Management
New York
$2.08M -$6.96K -144 -0.3%
IAS
482
IMA Advisory Services
Colorado
$2.07M -$1.84K -38 -0.1%
Verition Fund Management
483
Verition Fund Management
Connecticut
$2.05M +$1.79M +37,003 +688%
HVIA
484
Hudson Valley Investment Advisors
New York
$2.04M +$250K +5,165 +14%
CI
485
Capital International
California
$2.03M +$1.18M +24,440 +139%
CIC
486
Cornercap Investment Counsel
Georgia
$2.03M +$2.03M +42,069 New
SFS
487
Sowell Financial Services
Arkansas
$2.01M +$1.15M +23,754 +133%
PAG
488
Private Advisor Group
New Jersey
$1.99M -$5.12K -106 -0.3%
CC
489
Cipher Capital
New York
$1.99M +$1.99M +41,182 New
B
490
Barings
North Carolina
$1.96M -$2.84M -58,698 -59%
WAM
491
World Asset Management
Michigan
$1.96M -$63.6K -1,316 -3%
V
492
Veritable
Delaware
$1.95M +$2.13K +44 +0.1%
PCM
493
Prelude Capital Management
New York
$1.95M +$1.95M +40,383 New
VAS
494
Vestmark Advisory Solutions
Massachusetts
$1.94M +$61.2K +1,265 +3%
Walleye Trading
495
Walleye Trading
New York
$1.91M +$1.91M +39,501 New
BWL
496
Bogart Wealth LLC
Virginia
$1.87M +$2.18K +45 +0.1%
AFA
497
Abacus FCF Advisors
Florida
$1.86M +$159K +3,267 +9%
CI
498
Cigna Investments
Connecticut
$1.83M -$179K -3,699 -9%
MSAM
499
Moloney Securities Asset Management
Missouri
$1.82M -$45.9K -949 -2%
WIS
500
Wright Investors Service
Connecticut
$1.82M