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Morgan Stanley

1,505 hedge funds and large institutions have $124B invested in Morgan Stanley in 2021 Q1 according to their latest regulatory filings, with 236 funds opening new positions, 631 increasing their positions, 461 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,505
Holders Change
+146
Holders Change %
+10.74%
% of All Funds
26.5%
Holding in Top 10
71
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+26.79%
% of All Funds
1.25%
New
236
Increased
631
Reduced
461
Closed
82
Calls
$1.83B
Puts
$2.84B
Net Calls
-$1B
Net Calls Change
-$326M
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
501
Institutional & Family Asset Management
Colorado
$4.33M +$919K +11,833 +27%
MGM
502
Miura Global Management
New York
$4.27M -$318K -4,100 -7%
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$4.25M
AF
504
Alerus Financial
North Dakota
$4.23M -$47.8K -616 -1%
AP
505
Advisor Partners
California
$4.22M -$71.8K -924 -2%
1IA
506
1834 Investment Advisors
Wisconsin
$4.21M -$197K -2,543 -4%
RIM
507
Regent Investment Management
Kentucky
$4.16M -$15.5K -200 -0.4%
CI
508
Cigna Investments
Connecticut
$4.14M +$335K +4,309 +9%
JG
509
Jefferies Group
New York
$4.11M +$4.05M +52,136 +6,575%
ECU
510
Eisler Capital (UK)
United Kingdom
$4.06M +$4.06M +52,312 New
HT
511
Heritage Trust
Oklahoma
$4.06M +$268K +3,447 +7%
NO
512
Ninety One
South Africa
$4.06M +$493K +6,317 +14%
CCP
513
Corient Capital Partners
California
$4.03M +$2.17M +27,977 +117%
IA
514
Icon Advisers
Colorado
$4.02M
CCM
515
Coldstream Capital Management
Washington
$4.02M +$3.34M +42,996 +488%
CC
516
Carlson Capital
Texas
$4M +$4M +51,500 New
TPCW
517
TD Private Client Wealth
New York
$3.99M -$250K -3,225 -6%
NG
518
NWK Group
California
$3.96M -$36K -463 -0.9%
OSNBOA
519
Old Second National Bank of Aurora
Illinois
$3.95M -$68.1K -877 -2%
SI
520
Stephens Inc
Arkansas
$3.95M +$182K +2,339 +5%
AP
521
Appleton Partners
Massachusetts
$3.94M +$1.29M +16,663 +49%
SMG
522
Spectrum Management Group
Indiana
$3.94M +$3.94M +50,686 New
SW
523
SkyOak Wealth
Michigan
$3.92M +$82.2K +994 +2%
PCIA
524
Prime Capital Investment Advisors
Kansas
$3.91M +$1.8M +23,140 +85%
WTB
525
Washington Trust Bank
Washington
$3.9M +$30.8K +397 +0.8%