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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 %
OFS
776
OneAscent Financial Services
Alabama
$421K -$3.33K -69 -0.8%
WJWM
777
Williams Jones Wealth Management
New York
$419K -$87K -1,800 -17%
BHBT
778
Burke & Herbert Bank & Trust
Virginia
$417K
WIA
779
Wealthstreet Investment Advisors
Texas
$412K
SRC
780
Shufro Rose & Co
New York
$412K +$37.7K +780 +10%
IC
781
Intersect Capital
California
$408K +$75.3K +1,559 +23%
SPC
782
Sigma Planning Corp
Michigan
$406K -$110K -2,287 -21%
EGA
783
E&G Advisors
Texas
$406K
NNP
784
Nachman Norwood & Parrott
South Carolina
$405K +$70K +1,450 +21%
CPO
785
Cerity Partners OCIO
New York
$402K +$56.3K +1,164 +16%
TCBWMS
786
Texas Capital Bank Wealth Management Services
Texas
$389K +$389K +8,055 New
WOC
787
West Oak Capital
California
$387K -$24.2K -500 -6%
RR
788
Robotti Robert
$387K
QP
789
Quilter Plc
United Kingdom
$381K -$32.8K -678 -8%
RIG
790
Renaissance Investment Group
Massachusetts
$381K
WBG
791
Wharton Business Group
Pennsylvania
$381K +$16.3K +336 +4%
Cetera Investment Advisers
792
Cetera Investment Advisers
Illinois
$381K +$215K +5,955 +130%
VCM
793
Vivaldi Capital Management
Illinois
$379K -$6.05K -107 -2%
BCM
794
Brown Capital Management
Maryland
$378K
PA
795
Procyon Advisors
Connecticut
$373K +$7.3K +151 +2%
VFPI
796
Vantage Financial Partners (Illinois)
Illinois
$372K +$19.3K +400 +5%
CA
797
Cetera Advisors
Colorado
$372K +$24.4K +505 +7%
VHAM
798
Van Hulzen Asset Management
California
$366K +$48 +1 +0%
DIA
799
Davidson Investment Advisors
Montana
$365K
TMAM
800
Tokio Marine Asset Management
Japan
$364K -$37.9K -783 -9%