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 %
EFS
651
Essex Financial Services
Connecticut
$613K -$9.48K -200 -2%
SF
652
Synovus Financial
Georgia
$613K +$143 +3 +0%
KWMG
653
King Wealth Management Group
Florida
$611K +$4.45K +94 +0.7%
SI
654
Stephens Inc
Arkansas
$599K -$597K -12,585 -50%
MMPW
655
Mitchell McLeod Pugh & Williams
Alabama
$599K
BRWA
656
B. Riley Wealth Advisors
Florida
$598K -$49.6K -1,044 -8%
BCMO
657
Buckingham Capital Management (Ohio)
Ohio
$596K -$7.11K -150 -1%
OIM
658
Orca Investment Management
Oregon
$592K -$16K -338 -3%
WOC
659
West Oak Capital
California
$591K
BC
660
Banced Corp
Illinois
$590K +$2.75K +58 +0.5%
FMWA
661
Forvis Mazars Wealth Advisors
Missouri
$579K -$24.2K -511 -4%
CIP
662
Cornerstone Investment Partners
Georgia
$574K
QAM
663
Quantres Asset Management
Cayman Islands
$574K +$247K +5,200 +75%
Acadian Asset Management
664
Acadian Asset Management
Massachusetts
$569K -$317K -6,681 -36%
BFA
665
Beaumont Financial Advisors
Massachusetts
$569K +$107K +2,262 +23%
CCA
666
Checchi Capital Advisers
California
$565K +$19.2K +405 +4%
LC
667
Lourd Capital
California
$561K -$73.4K -1,548 -12%
Baird Financial Group
668
Baird Financial Group
Wisconsin
$560K +$35.2K +744 +7%
AIM
669
Anchor Investment Management
South Carolina
$560K +$85K +1,793 +18%
WAM
670
Wolverine Asset Management
Illinois
$554K +$455K +9,615 +461%
WTFG
671
Wells Trecaso Financial Group
Ohio
$542K
FPA
672
First Pacific Advisors
California
$540K -$488K -10,300 -47%
BCM
673
Bayesian Capital Management
New York
$538K +$306K +6,453 +132%
LWAC
674
Laurel Wealth Advisors (California)
California
$534K +$534K +11,278 New
TF
675
TLWM Financial
Texas
$528K +$528K +11,184 New