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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 %
FNT
801
First National Trust
Pennsylvania
$1.01M +$9.94K +128 +1%
PWM
802
Perigon Wealth Management
California
$1.01M +$65.4K +842 +7%
HCM
803
Howland Capital Management
Massachusetts
$1.01M +$1.01M +12,989 New
PCM
804
Parsons Capital Management
Rhode Island
$1M +$32.5K +418 +3%
SWM
805
SeaCrest Wealth Management
New York
$1M +$81.4K +1,049 +9%
ST
806
Somerset Trust
Pennsylvania
$998K +$998K +12,846 New
FNFDCM
807
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$996K +$44.4K +572 +5%
EF
808
Empirical Finance
Pennsylvania
$994K
UCFA
809
United Capital Financial Advisors
Texas
$990K -$46.4K -597 -4%
SAM
810
Silvercrest Asset Management
New York
$985K +$116K +1,494 +13%
GAM
811
Griffin Asset Management
New York
$985K +$985K +12,678 New
Nomura Holdings
812
Nomura Holdings
Japan
$982K -$7.55M -102,295 -88%
BAM
813
Berkshire Asset Management
Pennsylvania
$982K +$1.24K +16 +0.1%
SACTSONJ
814
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$979K
SM
815
Southport Management
Wyoming
$971K -$194K -2,500 -17%
HBT
816
Hills Bank & Trust
Iowa
$968K -$294K -3,785 -23%
SIM
817
Sentry Investment Management
Wisconsin
$967K -$6.05M -77,946 -86%
DWT
818
Dorsey & Whitney Trust
South Dakota
$963K +$19.4K +249 +2%
PGIM
819
Pacific Global Investment Management
California
$948K -$33.8K -435 -3%
BRWA
820
B. Riley Wealth Advisors
Florida
$947K -$84.6K -1,107 -8%
IC
821
Intersect Capital
California
$941K +$54.9K +707 +6%
VIA
822
Vident Investment Advisory
Georgia
$934K +$48.2K +620 +5%
WWM
823
Windsor Wealth Management
Indiana
$934K +$53.5K +689 +6%
NG
824
NatWest Group
United Kingdom
$928K -$435K -5,600 -32%
OHS
825
Odey Holdings (Switzerland)
Switzerland
$924K +$233K +3,000 +34%