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Morgan Stanley

1,099 hedge funds and large institutions have $68.5B invested in Morgan Stanley in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 374 increasing their positions, 377 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+70
Holders Change %
+6.8%
% of All Funds
22.59%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.74%
New
189
Increased
374
Reduced
377
Closed
109
Calls
$1.4B
Puts
$2.11B
Net Calls
-$712M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Shares
Change %
CBOR
801
Community Bank of Raymore
Missouri
$316K
PCG
802
Private Capital Group
Connecticut
$316K +$20.9K +432 +7%
SFS
803
Strategic Financial Services
New York
$315K
RIA
804
Regal Investment Advisors
Michigan
$315K +$315K +6,520 New
LDB
805
Lee, Danner & Bass
Tennessee
$313K
SWA
806
Stratos Wealth Advisors
Ohio
$310K -$30.9K -640 -9%
BB
807
Bell Bank
North Dakota
$310K -$9.17K -190 -3%
ASN
808
Advisory Services Network
Georgia
$309K -$21.3K -442 -6%
SSG
809
Summit Securities Group
New York
$309K +$309K +6,401 New
AWE
810
Avidian Wealth Enterprises
Texas
$305K +$12.4K +257 +4%
VFA
811
Valeo Financial Advisors
Indiana
$304K +$108K +2,226 +55%
LSAG
812
Lake Street Advisors Group
New Hampshire
$301K -$12.5K -258 -4%
BC
813
Bartlett & Co
Ohio
$300K -$21.3K -440 -7%
BCWM
814
Bartlett & Co Wealth Management
Ohio
$300K -$21.3K -440 -7%
VWA
815
V Wealth Advisors
Kansas
$299K +$299K +6,183 New
OWA
816
One Wealth Advisors
California
$299K +$299K +6,185 New
I2I
817
Insight 2811 Inc
Illinois
$298K -$50.5K -1,000 -14%
WP
818
WealthSource Partners
California
$298K -$25.9K -536 -8%
NPF
819
Norris Perne & French
Michigan
$298K +$2.41K +50 +0.8%
BMM
820
Buffington Mohr McNeal
Idaho
$297K
BONST
821
Bank of Nova Scotia Trust
Ontario, Canada
$294K -$3.14K -65 -1%
CH
822
Canton Hathaway
Rhode Island
$290K
AAS
823
Avantax Advisory Services
Texas
$289K +$289K +6,022 New
PL
824
Plancorp LLC
Missouri
$285K +$285K +5,902 New
SIA
825
Strategic Investment Advisors
Michigan
$285K +$285K +5,907 New