MS icon

Morgan Stanley

1,029 hedge funds and large institutions have $47.1B invested in Morgan Stanley in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 356 increasing their positions, 383 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-61
Holders Change %
-5.6%
% of All Funds
22.73%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
130
Increased
356
Reduced
383
Closed
178
Calls
$651M
Puts
$1.48B
Net Calls
-$832M
Net Calls Change
+$398M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
601
SevenBridge Financial Group
Pennsylvania
$552K +$5.1K +150 +0.9%
WPC
602
White Pine Capital
Minnesota
$547K
SRAM
603
Spouting Rock Asset Management
Pennsylvania
$545K -$234K -6,884 -30%
WT
604
Washington Trust
Rhode Island
$542K +$17K +500 +3%
MMC
605
Mizuho Markets Cayman
Cayman Islands
$534K +$534K +15,701 New
HAG
606
HighPoint Advisor Group
Illinois
$533K -$36.6K -964 -6%
DI
607
Diligent Investors
California
$530K -$14.6K -430 -3%
CIA
608
CSat Investment Advisory
Michigan
$528K +$87K +2,558 +20%
PA
609
Profund Advisors
Maryland
$525K -$328K -9,654 -38%
HT
610
HighTower Trust
Texas
$523K +$523K +15,376 New
BAM
611
Berkshire Asset Management
Pennsylvania
$522K +$378K +11,110 +263%
VIA
612
Vident Investment Advisory
Georgia
$522K +$522K +15,335 New
KA
613
Kintegral Advisory
New York
$515K +$57.6K +1,696 +13%
IFWM
614
Institute for Wealth Management
Colorado
$509K -$14.8K -436 -3%
PRC
615
Pearl River Capital
Michigan
$507K +$507K +14,924 New
TSWM
616
Triangle Securities Wealth Management
North Carolina
$502K +$78K +2,295 +18%
BRWA
617
B. Riley Wealth Advisors
Florida
$488K +$287K +8,441 +143%
CAM
618
Cresset Asset Management
Illinois
$487K -$15K -441 -3%
WAM
619
Wealthspire Advisors (Maryland)
Maryland
$485K -$20.7K -610 -4%
PWP
620
Principle Wealth Partners
Connecticut
$485K
Credit Agricole
621
Credit Agricole
France
$485K +$485K +14,250 New
DPIM
622
Duff & Phelps Investment Management
Illinois
$484K
ER
623
Enlightenment Research
Florida
$481K +$481K +10,692 New
XWM
624
Xcel Wealth Management
Florida
$477K -$272K -8,000 -36%
BDF
625
Balasa Dinverno & Foltz
$471K +$90K +2,646 +24%