MS icon

Morgan Stanley

1,032 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 362 increasing their positions, 382 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
23.66%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.55%
New
102
Increased
362
Reduced
382
Closed
101
Calls
$998M
Puts
$1.74B
Net Calls
-$738M
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Shares
Change %
FI
601
FormulaFolio Investments
Michigan
$875K +$875K +18,466 New
BAC
602
Boys Arnold & Co
North Carolina
$873K -$73.1K -1,542 -8%
MTIM
603
Marathon Trading Investment Management
Pennsylvania
$858K +$858K +18,100 New
RJT
604
Raymond James Trust
Florida
$853K +$47.6K +1,004 +6%
WC
605
Whitnell & Co
Illinois
$848K
WPC
606
White Pine Capital
Minnesota
$841K -$711 -15 -0.1%
IFWM
607
Institute for Wealth Management
Colorado
$828K +$330 +7 +0%
TAM
608
Tocqueville Asset Management
New York
$814K -$2.8M -59,060 -77%
SM
609
Salzhauer Michael
$805K +$4.74K +100 +0.6%
P
610
Pitcairn
Pennsylvania
$804K -$56.9K -1,200 -7%
OAM
611
Oxford Asset Management
United Kingdom
$801K +$801K +16,612 New
TMAM
612
Tokio Marine Asset Management
Japan
$799K -$339K -7,160 -30%
KWA
613
KCS Wealth Advisory
California
$797K +$15.6K +329 +2%
TF
614
TIAA FSB
Florida
$796K -$31.2K -659 -4%
FWCM
615
Ferguson Wellman Capital Management
Oregon
$796K -$10.3K -217 -1%
DADC
616
D.A. Davidson & Co
Montana
$794K +$169K +3,574 +27%
GT
617
Glenmede Trust
Pennsylvania
$791K -$1.13M -23,902 -59%
FNFDCM
618
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$785K
SPIA
619
Steward Partners Investment Advisory
New York
$779K +$23.9K +505 +3%
IA
620
IFP Advisors
Florida
$768K +$43.8K +923 +6%
HAG
621
HighPoint Advisor Group
Illinois
$764K -$36.4K -754 -5%
AC
622
Abbrea Capital
California
$761K +$15.9K +335 +2%
PG
623
Pendal Group
Australia
$753K +$90K +1,898 +14%
BDS
624
Banco de Sabadell
Florida
$752K
TCOT
625
Trust Company of Toledo
Ohio
$743K