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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 %
MC
751
Moors & Cabot
Massachusetts
$1.24M +$864K +13,945 +229%
BPCA
752
Bank Pictet & Cie (Asia)
Singapore
$1.24M +$1.24M +15,999 New
AC
753
Asio Capital
Kentucky
$1.23M +$9.7K +125 +0.8%
WPC
754
White Pine Capital
Minnesota
$1.23M +$11.7K +150 +1%
IB
755
Intrust Bank
Kansas
$1.23M +$15.6K +201 +1%
DI
756
Diligent Investors
California
$1.22M +$92.1K +1,187 +8%
SFA
757
Sequoia Financial Advisors
Ohio
$1.22M +$29K +690 +2%
IFWM
758
Institute for Wealth Management
Colorado
$1.22M -$30.3K -390 -2%
CG
759
Caprock Group
Idaho
$1.21M -$163K -2,099 -12%
XWM
760
Xcel Wealth Management
Florida
$1.21M
KFP
761
KMG Fiduciary Partners
Ohio
$1.2M +$52.7K +679 +5%
GWSG
762
GPS Wealth Strategies Group
Colorado
$1.19M +$1.19M +15,274 New
MWM
763
Meridian Wealth Management
Kentucky
$1.18M +$15.5K +200 +1%
TSWM
764
Triangle Securities Wealth Management
North Carolina
$1.17M -$8.08K -104 -0.7%
CMANY
765
Capital Management Associates (New York)
New York
$1.17M +$583K +7,500 +100%
SWP
766
Stratos Wealth Partners
Ohio
$1.16M +$132K +1,699 +13%
QI
767
Qtron Investments
Massachusetts
$1.15M -$128K -1,651 -10%
VCA
768
Verdence Capital Advisors
Maryland
$1.15M +$60.8K +783 +6%
MSAM
769
Moloney Securities Asset Management
Missouri
$1.15M -$1.52M -19,631 -57%
QSS
770
Quantitative Systematic Strategies
Florida
$1.14M -$1.26M -16,169 -52%
CT
771
Coastline Trust
Rhode Island
$1.14M +$1.14M +14,690 New
KA
772
Kintegral Advisory
New York
$1.14M
AIS
773
AM Investment Strategies
Tennessee
$1.13M +$4.43K +57 +0.4%
AFS
774
Aft Forsyth & Sober
Florida
$1.13M +$567K +7,300 +101%
JCIA
775
Jackson Creek Investment Advisors
Colorado
$1.12M -$41.3K -532 -4%