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Morgan Stanley

1,359 hedge funds and large institutions have $110B invested in Morgan Stanley in 2020 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 598 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,359
Holders Change
+219
Holders Change %
+19.21%
% of All Funds
24.11%
Holding in Top 10
56
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+69.7%
% of All Funds
0.99%
New
313
Increased
598
Reduced
319
Closed
81
Calls
$2.55B
Puts
$3.23B
Net Calls
-$676M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
926
Visionary Wealth Advisors
Illinois
$423K +$18.8K +274 +5%
MYIA
927
Mount Yale Investment Advisors
Colorado
$421K -$6.37K -93 -1%
I2I
928
Insight 2811 Inc
Illinois
$421K
RIA
929
Regal Investment Advisors
Michigan
$418K +$418K +6,101 New
MC
930
Moors & Cabot
Massachusetts
$416K +$20.1K +294 +5%
HPWM
931
Highland Private Wealth Management
Washington
$416K +$26.7K +389 +7%
ADL
932
Asset Dedication LLC
California
$415K +$25.2K +367 +6%
PCA
933
Personal Capital Advisors
California
$413K +$14.4K +210 +4%
PFWA
934
Paces Ferry Wealth Advisors
Georgia
$412K -$3.49K -51 -0.8%
CCA
935
Childress Capital Advisors
Texas
$412K +$412K +6,009 New
PHS
936
Pekin Hardy Strauss
Illinois
$409K +$84.2K +1,228 +26%
BONST
937
Bank of Nova Scotia Trust
Ontario, Canada
$406K -$15K -219 -4%
TI
938
Tidal Investments
Wisconsin
$406K +$406K +5,922 New
CWM
939
Circle Wealth Management
New Jersey
$402K +$16.5K +241 +4%
KA
940
Kovack Advisors
Florida
$402K +$50K +729 +14%
EWA
941
EP Wealth Advisors
California
$402K +$402K +5,873 New
DC
942
Davenport & Co
Virginia
$401K +$11.8K +172 +3%
NHC
943
Nicholas Hoffman & Company
Georgia
$401K +$137K +2,001 +52%
IA
944
IFP Advisors
Florida
$397K +$212K +3,100 +115%
BB
945
Bell Bank
North Dakota
$395K -$44.9K -655 -10%
T
946
TRUADVICE
Florida
$392K +$50.8K +742 +15%
GVAG
947
Great Valley Advisor Group
Delaware
$390K +$19.9K +289 +5%
PBO
948
Peoples Bank (Ohio)
Ohio
$389K +$6.86K +100 +2%
CCFCSB
949
Cape Cod Five Cents Savings Bank
Massachusetts
$387K
1WA
950
180 Wealth Advisors
Washington
$386K -$245K -3,268 -39%