MS icon

Morgan Stanley
MS

Overview Fund Activity

1,536 hedge funds and large institutions have $144B invested in Morgan Stanley in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 582 increasing their positions, 606 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
+31
Holders Change %
+2.06%
% of All Funds
26.82%
Holding in Top 10
58
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-18.31%
% of All Funds
1.01%
New
143
Increased
582
Reduced
606
Closed
95
Calls
$2.59B
Puts
$3.46B
Net Calls
-$865M
Net Calls Change
+$138M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$457M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$401M
3
Macquarie Group
Macquarie Group
Australia
+$343M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$329M
5
ATN
AMF Tjänstepension
Sweden
+$198M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$973M
2
GA
Greenhaven Associates
New York
-$497M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$315M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$270M
5
State Street
State Street
Massachusetts
-$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
726
KMG Fiduciary Partners
Ohio
$1.5M +$73.5K +801 +5%
Koshinski Asset Management
727
Koshinski Asset Management
Illinois
$1.49M -$1.02M -11,150 -41%
BPCA
728
Bank Pictet & Cie (Asia)
Singapore
$1.49M +$22K +240 +2%
DT
729
Diversified Trust
Tennessee
$1.49M +$189K +2,058 +15%
SCA
730
Snowden Capital Advisors
New York
$1.49M +$507K +5,533 +52%
PRC
731
Pearl River Capital
Michigan
$1.48M -$3.11M -33,947 -68%
IWM
732
IHT Wealth Management
Illinois
$1.48M +$1.11M +12,105 +297%
CIC
733
Cornercap Investment Counsel
Georgia
$1.48M -$51.3K -560 -3%
MC
734
Moors & Cabot
Massachusetts
$1.48M +$34.4K +478 +2%
WS
735
Wedbush Securities
California
$1.46M -$158K -1,719 -10%
DPIM
736
Duff & Phelps Investment Management
Illinois
$1.46M -$126K -1,370 -8%
MP
737
McDonald Partners
Ohio
$1.46M -$22.4K -244 -2%
CF
738
Centaurus Financial
California
$1.46M -$378K -4,121 -21%
LAM
739
L2 Asset Management
Massachusetts
$1.44M -$889K -9,696 -38%
LOAMS
740
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.44M +$607K +6,617 +73%
SWP
741
Stratos Wealth Partners
Ohio
$1.43M +$57.9K +632 +4%
DM
742
Delphi Management
Massachusetts
$1.43M -$111K -1,211 -7%
XWM
743
Xcel Wealth Management
Florida
$1.42M -$4.58K -50 -0.3%
IFWM
744
Institute for Wealth Management
Colorado
$1.42M -$18K -196 -1%
OAM
745
Oak Asset Management
California
$1.42M -$91.7K -1,000 -6%
GIA
746
Gladstone Institutional Advisory
Florida
$1.41M +$87.1K +950 +7%
S
747
SignatureFD
Georgia
$1.41M +$147K +1,598 +12%
IB
748
Intrust Bank
Kansas
$1.41M -$46.2K -504 -3%
DI
749
Diligent Investors
California
$1.4M -$42.3K -461 -3%
Fuller & Thaler Asset Management
750
Fuller & Thaler Asset Management
California
$1.4M -$238K -2,600 -15%
28 29
30
31 32