MS icon

Morgan Stanley
MS

Overview Fund Activity

1,536 hedge funds and large institutions have $144B invested in Morgan Stanley in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 582 increasing their positions, 606 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
+31
Holders Change %
+2.06%
% of All Funds
26.82%
Holding in Top 10
58
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-18.31%
% of All Funds
1.01%
New
143
Increased
582
Reduced
606
Closed
95
Calls
$2.59B
Puts
$3.46B
Net Calls
-$865M
Net Calls Change
+$138M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$457M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$401M
3
Macquarie Group
Macquarie Group
Australia
+$343M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$329M
5
ATN
AMF Tjänstepension
Sweden
+$198M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$973M
2
GA
Greenhaven Associates
New York
-$497M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$315M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$270M
5
State Street
State Street
Massachusetts
-$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
626
Occidental Asset Management
California
$2.47M +$113K +1,230 +5%
HWA
627
HCR Wealth Advisors
California
$2.46M +$268K +2,928 +12%
CAN
628
Cetera Advisor Networks
California
$2.45M +$908K +10,313 +59%
CMTU
629
Capital Markets Trading (UK)
United Kingdom
$2.44M +$2.44M +26,591 New
IWA
630
IBEX Wealth Advisors
New Jersey
$2.41M +$116K +1,263 +5%
PAS
631
Park Avenue Securities
New York
$2.34M +$335K +3,655 +17%
GWM
632
Greenwich Wealth Management
Connecticut
$2.33M -$18.6K -203 -0.8%
PMA
633
Prudent Man Advisors
Illinois
$2.32M -$208K -2,270 -8%
TAM
634
Toscafund Asset Management
United Kingdom
$2.29M -$6M -65,462 -72%
CANC
635
Culbertson A N & Co
Virginia
$2.27M +$211K +2,300 +10%
FTDI
636
First Trust Direct Indexing
Massachusetts
$2.27M +$587K +6,402 +35%
BRWA
637
B. Riley Wealth Advisors
Florida
$2.26M +$1.13M +12,526 +101%
CIP
638
Convergence Investment Partners
Florida
$2.25M -$1.01M -11,032 -31%
IA
639
IndexIQ Advisors
New York
$2.25M +$158K +1,721 +8%
Kovitz Investment Group Partners
640
Kovitz Investment Group Partners
Illinois
$2.24M -$66.3K -723 -3%
VPIM
641
Vanguard Personalized Indexing Management
California
$2.23M +$471K +5,137 +27%
PWMAG
642
Pinnacle Wealth Management Advisory Group
New Jersey
$2.22M +$129K +1,405 +6%
AFA
643
Abacus FCF Advisors
Florida
$2.21M -$255K -2,885 -10%
AWM
644
AE Wealth Management
Kansas
$2.21M +$109K +1,189 +5%
TA
645
Townsend & Associates
Colorado
$2.19M +$43.3K +467 +2%
Nomura Holdings
646
Nomura Holdings
Japan
$2.17M +$1.04M +12,177 +92%
VI
647
Vestcor Inc
New Brunswick, Canada
$2.17M -$3.02M -32,899 -58%
CC
648
Courier Capital
New York
$2.17M -$8.16K -89 -0.4%
GWM
649
Geneos Wealth Management
Colorado
$2.16M +$38.3K +416 +2%
WIS
650
Wright Investors Service
Connecticut
$2.15M +$415K +4,530 +24%
24 25
26
27 28