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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 %
TCOT
826
Trust Company of Toledo
Ohio
$920K +$1.32K +17 +0.1%
KAM
827
Kirkoswald Asset Management
New York
$920K +$920K +11,842 New
PPW
828
Parcion Private Wealth
Washington
$915K
ATPW
829
Ashton Thomas Private Wealth
Arizona
$903K -$65.4K -842 -7%
MGIA
830
Moneta Group Investment Advisors
Missouri
$899K +$107K +1,376 +13%
MAP
831
Moody Aldrich Partners
Massachusetts
$896K
CAM
832
Columbia Asset Management
Michigan
$896K +$78 +1 +0%
LIM
833
Leavell Investment Management
Alabama
$893K +$893K +11,496 New
APWA
834
Atlas Private Wealth Advisors
New Jersey
$891K +$1.79K +23 +0.2%
VWM
835
Venturi Wealth Management
Texas
$889K -$219K -2,819 -20%
TAM
836
Trust Asset Management
Texas
$887K +$167K +2,149 +23%
PA
837
Procyon Advisors
Connecticut
$886K +$266K +3,425 +43%
AAM
838
AR Asset Management
California
$885K
TNB
839
TCF National Bank
South Dakota
$882K +$150K +1,930 +20%
CIA
840
Capital Investment Advisors
Georgia
$881K +$71K +914 +9%
QCG
841
Quadrant Capital Group
Ohio
$880K +$79.6K +1,025 +10%
GC
842
GFG Capital
Florida
$879K +$1.24K +16 +0.1%
MMPW
843
Mitchell McLeod Pugh & Williams
Alabama
$874K -$147K -1,900 -14%
SPC
844
Sigma Planning Corp
Michigan
$874K +$207K +2,669 +31%
NCP
845
NexWave Capital Partners
New York
$870K +$560K +7,208 +180%
SFFS
846
Stonehage Fleming Financial Services
Jersey
$867K +$69.5K +895 +9%
DWM
847
Dakota Wealth Management
Florida
$856K +$31.1K +400 +4%
TF
848
TLWM Financial
Texas
$849K +$20.6K +265 +2%
WT
849
Washington Trust
Rhode Island
$848K +$165K +2,120 +24%
LWM
850
Lyell Wealth Management
California
$848K +$199K +2,558 +31%