MS icon

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 %
Walleye Trading
651
Walleye Trading
New York
$2.1M +$882K +11,362 +72%
CMO
652
Covenant Multifamily Offices
Texas
$2.05M +$2.05M +26,412 New
MOS
653
MGO One Seven
Ohio
$2.05M -$81.1K -1,044 -4%
EI
654
Ethic Inc
New York
$2.05M +$371K +4,776 +22%
RFC
655
Regions Financial Corp
Alabama
$2.01M -$497K -6,399 -20%
MFA
656
Mayflower Financial Advisors
Massachusetts
$2M +$1.56M +20,054 +356%
GWM
657
Greenwich Wealth Management
Connecticut
$1.99M -$128K -1,651 -6%
OAM
658
Occidental Asset Management
California
$1.99M +$280K +3,599 +16%
CS
659
Comerica Securities
Michigan
$1.98M -$270K -3,476 -12%
HB
660
Homrich & Berg
Georgia
$1.98M +$1.75M +22,531 +769%
LAM
661
L2 Asset Management
Massachusetts
$1.97M -$412K -5,303 -17%
Kovitz Investment Group Partners
662
Kovitz Investment Group Partners
Illinois
$1.96M +$152K +1,963 +8%
NIP
663
Nicholas Investment Partners
California
$1.94M +$1.94M +25,000 New
IWA
664
IBEX Wealth Advisors
New Jersey
$1.94M -$339K -4,365 -15%
FF
665
FourThought Financial
Florida
$1.91M +$511K +6,576 +37%
GWM
666
Geneos Wealth Management
Colorado
$1.9M -$95.4K -1,156 -5%
AG
667
AIA Group
Hong Kong
$1.9M +$709K +9,128 +60%
PFO
668
Pathstone Family Office
New Jersey
$1.86M +$1.59M +20,413 +577%
HWA
669
HCR Wealth Advisors
California
$1.85M -$317K -4,081 -15%
CC
670
Courier Capital
New York
$1.85M -$58.9K -758 -3%
TYCC
671
Texas Yale Capital Corp
Florida
$1.82M +$23.3K +300 +1%
BIM
672
Baldwin Investment Management
Pennsylvania
$1.8M +$186K +2,399 +12%
TA
673
Townsend & Associates
Colorado
$1.8M +$1.8M +23,142 New
BPM
674
Bowling Portfolio Management
Ohio
$1.79M -$307K -3,949 -15%
AWM
675
AE Wealth Management
Kansas
$1.78M -$188K -2,419 -10%