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Morgan Stanley

1,099 hedge funds and large institutions have $68.5B invested in Morgan Stanley in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 374 increasing their positions, 377 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+70
Holders Change %
+6.8%
% of All Funds
22.59%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.74%
New
189
Increased
374
Reduced
377
Closed
109
Calls
$1.4B
Puts
$2.11B
Net Calls
-$712M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Shares
Change %
CAW
726
Cornerstone Advisors (Washington)
Washington
$451K +$33.2K +687 +8%
CCA
727
Checchi Capital Advisers
California
$450K -$20.2K -419 -4%
GLA
728
Good Life Advisors
Pennsylvania
$450K +$28.1K +577 +7%
MGIA
729
Moneta Group Investment Advisors
Missouri
$448K -$26.5K -549 -6%
BSA
730
Bull Street Advisors
Georgia
$448K +$24.2K +500 +6%
OWA
731
Outlook Wealth Advisors
Texas
$448K +$24.9K +516 +6%
BHB
732
Bank Hapoalim BM
Israel
$447K -$23.2K -480 -5%
AC
733
Abbrea Capital
California
$446K +$13.1K +272 +3%
TWI
734
Thomas White International
Illinois
$445K
LJAC
735
L.J. Altfest & Co
New York
$444K +$90.9K +1,881 +26%
IWP
736
Icon Wealth Partners
Texas
$444K +$444K +9,188 New
ARTA
737
A.R.T. Advisors
New York
$444K +$444K +9,200 New
WANY
738
Wealthspire Advisors (New York)
New York
$438K -$611K -12,643 -58%
VIA
739
Vident Investment Advisory
Georgia
$438K -$303K -6,269 -41%
S
740
SignatureFD
Georgia
$431K -$13.1K -271 -3%
RSS
741
Rosenblum Silverman Sutton
California
$430K
OHS
742
Odey Holdings (Switzerland)
Switzerland
$430K +$430K +8,900 New
MAP
743
Moody Aldrich Partners
Massachusetts
$429K +$429K +8,890 New
AWM
744
Altium Wealth Management
New York
$426K -$28K -579 -6%
OFS
745
OneAscent Financial Services
Alabama
$424K +$56.9K +1,180 +16%
RIM
746
Rampart Investment Management
Connecticut
$423K -$30.2K -626 -7%
CIA
747
CSat Investment Advisory
Michigan
$422K -$327K -6,779 -44%
WT
748
Washington Trust
Rhode Island
$419K -$335K -7,088 -44%
BHBT
749
Burke & Herbert Bank & Trust
Virginia
$416K
QP
750
Quilter Plc
United Kingdom
$413K +$34.8K +720 +9%