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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 %
NL
726
NVWM LLC
Pennsylvania
$1.38M +$1.37M +17,624 +11,297%
WS
727
Wedbush Securities
California
$1.37M +$468K +6,024 +52%
Assenagon Asset Management
728
Assenagon Asset Management
Luxembourg
$1.37M -$255K -3,282 -16%
IAA
729
Independent Advisor Alliance
North Carolina
$1.37M -$17.9K -231 -1%
RE
730
RBC Europe
United Kingdom
$1.36M -$190K -2,445 -12%
CAN
731
Cetera Advisor Networks
California
$1.36M +$89.8K +1,156 +7%
BDF
732
Balasa Dinverno & Foltz
$1.36M +$62.7K +808 +5%
CAG
733
Csenge Advisory Group
Florida
$1.35M -$142K -1,760 -10%
SRC
734
Sage Rhino Capital
California
$1.35M +$1.35M +17,348 New
DPIM
735
Duff & Phelps Investment Management
Illinois
$1.34M +$42.7K +550 +3%
ICP
736
Interchange Capital Partners
Pennsylvania
$1.32M -$21.8K -229 -2%
ASN
737
Advisory Services Network
Georgia
$1.31M +$65.1K +838 +5%
CFB
738
Cullen/Frost Bankers
Texas
$1.31M +$794K +10,224 +154%
DM
739
Delphi Management
Massachusetts
$1.3M +$1.3M +16,772 New
AIM
740
Acropolis Investment Management
Missouri
$1.3M +$177K +2,278 +16%
CIC
741
Cornercap Investment Counsel
Georgia
$1.29M +$1.29M +16,658 New
USAA
742
United Services Automobile Association
Texas
$1.29M +$1.29M +16,653 New
OAM
743
Optimal Asset Management
California
$1.29M +$784K +10,092 +154%
ICG
744
InterOcean Capital Group
Tennessee
$1.28M +$734K +9,444 +134%
OAM
745
Oak Asset Management
California
$1.28M -$4.74K -61 -0.4%
4WM
746
44 Wealth Management
Oregon
$1.28M -$28.6K -368 -2%
SFG
747
SevenBridge Financial Group
Pennsylvania
$1.27M +$51.2K +659 +4%
SWM
748
Spire Wealth Management
Virginia
$1.27M +$1.27M +16,919 New
VVP
749
Venture Visionary Partners
Ohio
$1.27M +$279K +3,596 +28%
MP
750
McDonald Partners
Ohio
$1.25M +$377K +4,859 +43%