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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 %
CA
851
Cetera Advisors
Colorado
$843K +$180K +2,324 +27%
CAN
852
Claraphi Advisory Network
United States
$843K +$843K +10,854 New
AWM
853
Altium Wealth Management
New York
$839K +$37.1K +477 +5%
SG
854
Stonnington Group
California
$837K +$837K +10,000 New
SCA
855
Snowden Capital Advisors
New York
$830K +$402K +5,171 +94%
RZH
856
Relyea Zuckerberg Hanson
Connecticut
$823K
BP
857
Ballentine Partners
Massachusetts
$818K -$44.9K -578 -5%
ARMT
858
Amica Retiree Medical Trust
Rhode Island
$810K
OIM
859
Orca Investment Management
Oregon
$801K
ARTA
860
A.R.T. Advisors
New York
$799K +$799K +10,288 New
LIM
861
Longfellow Investment Management
Massachusetts
$798K -$1.2M -15,453 -60%
CPO
862
Cerity Partners OCIO
New York
$798K +$92K +1,184 +13%
NFC
863
Northeast Financial Consultants
Connecticut
$794K +$414K +5,324 +109%
BCM
864
Bourgeon Capital Management
Connecticut
$792K
FWIA
865
Fort Washington Investment Advisors
Ohio
$787K -$72.9K -938 -8%
CIP
866
Cornerstone Investment Partners
Georgia
$787K -$2.02K -26 -0.3%
LWIC
867
Leith Wheeler Investment Counsel
British Columbia, Canada
$786K +$786K +10,121 New
EW
868
Evoke Wealth
California
$783K +$155K +1,993 +25%
BC
869
Bridgefront Capital
Texas
$783K +$783K +10,088 New
TMAM
870
Tokio Marine Asset Management
Japan
$780K +$134K +1,723 +21%
AC
871
Abbrea Capital
California
$778K +$42.7K +550 +6%
WCA
872
Windsor Creek Advisors
Vermont
$777K -$836K -10,765 -52%
PAWC
873
P.A.W. Capital
Connecticut
$777K -$77.7K -1,000 -9%
DZ Bank
874
DZ Bank
Germany
$767K -$48.2K -621 -6%
HPC
875
Hobart Private Capital
North Carolina
$767K -$238K -3,059 -24%