MS icon

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 %
AMC
826
Asset Management Corp
Illinois
$321K -$5.41K -112 -2%
CFB
827
Cullen/Frost Bankers
Texas
$319K +$46.1K +955 +17%
CBOR
828
Community Bank of Raymore
Missouri
$316K
SWA
829
Stratos Wealth Advisors
Ohio
$316K +$5.37K +111 +2%
OAM
830
Optimal Asset Management
California
$316K +$316K +6,539 New
LSAG
831
Lake Street Advisors Group
New Hampshire
$315K +$14.2K +294 +5%
PFBT
832
Parkside Financial Bank & Trust
Missouri
$313K -$142K -2,927 -31%
LDB
833
Lee, Danner & Bass
Tennessee
$313K
SB
834
Strategic Blueprint
Georgia
$313K +$313K +6,483 New
BB
835
Bell Bank
North Dakota
$311K
AWE
836
Avidian Wealth Enterprises
Texas
$309K +$3.24K +67 +1%
BCWM
837
Bartlett & Co Wealth Management
Ohio
$305K +$4.84K +100 +2%
ARTA
838
A.R.T. Advisors
New York
$305K -$140K -2,900 -32%
BC
839
Bartlett & Co
Ohio
$305K +$4.83K +100 +2%
PTC
840
Petrus Trust Company
Texas
$304K +$304K +6,282 New
MYIA
841
Mount Yale Investment Advisors
Colorado
$302K +$302K +6,239 New
QT
842
Quantamental Technologies
New York
$302K +$302K +6,248 New
NPF
843
Norris Perne & French
Michigan
$299K
BONST
844
Bank of Nova Scotia Trust
Ontario, Canada
$297K +$2.56K +53 +0.9%
I2I
845
Insight 2811 Inc
Illinois
$297K +$11.4K +236 +4%
PFGIA
846
Patriot Financial Group Insurance Agency
Massachusetts
$296K -$3.97K -82 -1%
WS
847
Wedbush Securities
California
$293K -$41.7K -863 -12%
PCM
848
Parsons Capital Management
Rhode Island
$293K +$18.1K +375 +7%
PFWA
849
Paces Ferry Wealth Advisors
Georgia
$293K +$293K +6,068 New
CCM
850
CWH Capital Management
Washington
$292K +$78.1K +1,614 +37%