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Morgan Stanley

1,140 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2020 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 432 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+41
Holders Change %
+3.73%
% of All Funds
23.06%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.67%
New
133
Increased
432
Reduced
400
Closed
85
Calls
$1.47B
Puts
$1.9B
Net Calls
-$429M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
FNFDCM
701
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$592K +$7.73K +160 +1%
CGL
702
Clarius Group LLC
Washington
$591K +$12.8K +265 +2%
CIP
703
Cornerstone Investment Partners
Georgia
$590K
ATPW
704
Ashton Thomas Private Wealth
Arizona
$589K -$204K -4,218 -26%
BBHC
705
Brown Brothers Harriman & Co
New York
$588K -$1.21K -25 -0.2%
SWM
706
SeaCrest Wealth Management
New York
$586K -$19.2K -397 -3%
SWP
707
Stratos Wealth Partners
Ohio
$583K +$44.7K +923 +8%
QI
708
Qtron Investments
Massachusetts
$582K
AW
709
ACG Wealth
Georgia
$581K -$387 -8 -0.1%
APWA
710
Atlas Private Wealth Advisors
New Jersey
$579K -$32.4K -670 -5%
AIM
711
Acropolis Investment Management
Missouri
$578K +$77K +1,593 +15%
CAG
712
Crestwood Advisors Group
Massachusetts
$576K -$9.14K -189 -2%
BP
713
Ballentine Partners
Massachusetts
$576K +$26.3K +544 +5%
WAM
714
Wolverine Asset Management
Illinois
$576K +$576K +11,922 New
JWCA
715
J.W. Cole Advisors
Florida
$573K +$573K +12,057 New
TCOT
716
Trust Company of Toledo
Ohio
$568K -$192K -3,975 -25%
FPCP
717
Fort Point Capital Partners
California
$567K -$14.5K -300 -2%
MMC
718
Mizuho Markets Cayman
Cayman Islands
$564K +$440K +9,101 +355%
BAM
719
Belpointe Asset Management
Nevada
$562K +$3.24K +67 +0.6%
SSG
720
Summit Securities Group
New York
$561K +$251K +5,200 +81%
VCA
721
Verdence Capital Advisors
Maryland
$560K -$3.48K -72 -0.6%
CWM
722
Calamos Wealth Management
Illinois
$558K -$26.4K -546 -5%
LJAC
723
L.J. Altfest & Co
New York
$555K +$111K +2,295 +25%
MWM
724
Meridian Wealth Management
Kentucky
$553K -$38.6K -800 -7%
PPW
725
Parcion Private Wealth
Washington
$552K +$2.54K +53 +0.5%