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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 %
WAM
726
Wealthspire Advisors (Maryland)
Maryland
$551K -$161K -3,323 -23%
AAM
727
AR Asset Management
California
$551K
GC
728
GFG Capital
Florida
$547K
FWIA
729
Fort Washington Investment Advisors
Ohio
$547K
HH
730
Hilltop Holdings
Texas
$547K +$36.6K +759 +7%
FVCM
731
F&V Capital Management
Florida
$543K
APA
732
American Portfolios Advisors
New York
$539K +$271K +5,603 +101%
TAIM
733
TD Ameritrade Investment Management
Nebraska
$532K -$37.3K -770 -7%
ANTB
734
AMG National Trust Bank
Colorado
$527K -$18.6K -385 -3%
MFG
735
Magnus Financial Group
New York
$523K -$10.7K -222 -2%
MC
736
Muhlenkamp & Co
Pennsylvania
$522K
VPIM
737
Vanguard Personalized Indexing Management
California
$522K +$146K +3,024 +39%
RZH
738
Relyea Zuckerberg Hanson
Connecticut
$515K
CIA
739
Capital Investment Advisors
Georgia
$514K +$16K +331 +3%
TF
740
TLWM Financial
Texas
$510K +$20.8K +433 +4%
WANY
741
Wealthspire Advisors (New York)
New York
$508K +$69.7K +1,441 +16%
ARMT
742
Amica Retiree Medical Trust
Rhode Island
$504K
EF
743
Empirical Finance
Pennsylvania
$501K +$95.7K +1,978 +24%
SAM
744
Silvercrest Asset Management
New York
$495K +$1.36K +28 +0.3%
BCM
745
Bourgeon Capital Management
Connecticut
$493K +$483K +10,000 +5,000%
CIS
746
Connors Investor Services
Pennsylvania
$490K -$726K -15,000 -60%
GFP
747
Gryphon Financial Partners
Ohio
$490K +$1.02K +21 +0.2%
BB
748
Busey Bank
Illinois
$489K -$12K -248 -2%
WT
749
Washington Trust
Rhode Island
$487K +$58.1K +1,200 +14%
KPWS
750
Kestra Private Wealth Services
Texas
$485K +$485K +10,035 New