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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 %
PFM
876
Parsec Financial Management
North Carolina
$760K +$760K +9,784 New
GFP
877
Gryphon Financial Partners
Ohio
$758K +$8.31K +107 +1%
FHA
878
First Horizon Advisors
Tennessee
$755K -$1.2M -15,524 -61%
OWM
879
OneAscent Wealth Management
Alabama
$753K -$13.5K -174 -2%
KOCAA
880
Knights of Columbus Asset Advisors
Connecticut
$752K -$246K -3,168 -25%
ST
881
Smithfield Trust
Pennsylvania
$752K +$246K +3,163 +49%
WT
882
Whittier Trust
California
$751K -$8.7K -112 -1%
TWM
883
TriaGen Wealth Management
California
$749K -$35.9K -462 -5%
TCOV
884
Trust Company of Vermont
Vermont
$748K
VCWA
885
Vanguard Capital Wealth Advisors
Colorado
$747K +$391K +4,950 +110%
FCI
886
Financial Counselors Inc
Kansas
$747K +$157K +2,025 +27%
OR
887
Olympiad Research
Connecticut
$746K -$33.2K -428 -4%
CCA
888
Childress Capital Advisors
Texas
$745K +$279K +3,590 +60%
HI
889
HBK Investments
Texas
$742K +$742K +9,553 New
PFS
890
Prospera Financial Services
Texas
$742K +$742K +9,573 New
BAIA
891
Bel Air Investment Advisors
California
$739K +$739K +9,517 New
CCM
892
Corsair Capital Management
New York
$732K -$15.1K -194 -2%
BFS
893
Bradley Foster & Sargent
Connecticut
$731K +$731K +9,409 New
BSA
894
Bull Street Advisors
Georgia
$728K
Lido Advisors
895
Lido Advisors
California
$717K +$457K +5,883 +176%
JFGIW
896
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$716K -$125K -1,605 -15%
TWI
897
Thomas White International
Illinois
$716K
NNP
898
Nachman Norwood & Parrott
South Carolina
$710K +$59K +760 +9%
MCM
899
MAI Capital Management
Ohio
$708K -$20K -258 -3%
QTM
900
qPULA Trading Management
New York
$707K +$707K +9,106 New