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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 %
BJL
901
Brighton Jones LLC
Washington
$702K -$11.5K -148 -2%
LOAMS
902
Lombard Odier Asset Management (Switzerland)
Switzerland
$702K +$702K +9,040 New
FAM
903
Fulcrum Asset Management
United Kingdom
$700K
LNC
904
Lincoln National Corp
Pennsylvania
$700K +$208K +2,754 +42%
RR
905
Robotti Robert
$699K
IAS
906
IMA Advisory Services
Colorado
$698K -$2.96M -38,104 -81%
NIM
907
NuWave Investment Management
New Jersey
$693K +$693K +8,920 New
SMFG
908
Sumitomo Mitsui Financial Group
Japan
$690K +$690K +8,725 New
JWCA
909
J.W. Coons Advisors
Ohio
$688K +$195K +2,515 +40%
DA
910
Denali Advisors
California
$683K -$7.3M -94,000 -91%
BTWM
911
Baker Tilly Wealth Management
Wisconsin
$683K +$84.8K +1,091 +14%
CT
912
Columbia Trust
Oregon
$683K +$354K +4,554 +107%
QT
913
Quantamental Technologies
New York
$679K +$679K +8,737 New
BW
914
Bison Wealth
Georgia
$678K +$187K +2,412 +38%
SAM
915
Strategy Asset Managers
California
$677K +$65.6K +845 +11%
PWLP
916
Prio Wealth Limited Partnership
Massachusetts
$673K +$673K +8,667 New
BHBT
917
Burke & Herbert Bank & Trust
Virginia
$669K
TCM
918
Tuttle Capital Management
Connecticut
$668K +$668K +8,597 New
LB
919
Legacy Bridge
Iowa
$667K
DLHL
920
Donald L. Hagan LLC
Florida
$664K -$230K -2,961 -26%
NVIM
921
New Vernon Investment Management
Illinois
$664K +$664K +8,550 New
WIA
922
Wealthstreet Investment Advisors
Texas
$663K
EGA
923
E&G Advisors
Texas
$660K
TPWA
924
TRUE Private Wealth Advisors
Oregon
$656K -$77.6K -999 -11%
SDAM
925
Shulman DeMeo Asset Management
New York
$652K -$115K -1,486 -15%