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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 %
IIC
926
Ironwood Investment Counsel
Arizona
$651K +$90.4K +1,164 +16%
PCP
927
Proficio Capital Partners
Massachusetts
$649K +$378K +4,865 +139%
JF
928
Jump Financial
Illinois
$648K +$648K +8,345 New
OWA
929
Outlook Wealth Advisors
Texas
$645K -$138K -1,780 -18%
WA
930
WESPAC Advisors
California
$641K -$138K -1,784 -18%
KFS
931
Kurt F. Somerville
$641K +$641K +8,253 New
SRC
932
Shufro Rose & Co
New York
$638K
III
933
Independent Investors Inc
New York
$638K +$7.77K +100 +1%
RSS
934
Rosenblum Silverman Sutton
California
$629K
LSAG
935
Lake Street Advisors Group
New Hampshire
$623K +$1.71K +22 +0.3%
SFO
936
Standard Family Office
South Dakota
$622K
IA
937
IFG Advisory
Georgia
$620K +$92.6K +1,192 +18%
TAIM
938
TD Ameritrade Investment Management
Nebraska
$619K
FPCP
939
Fort Point Capital Partners
California
$619K
CIM
940
CIM Investment Management
Pennsylvania
$614K -$663K -8,525 -52%
SB
941
Strategic Blueprint
Georgia
$612K -$56K -721 -8%
RIG
942
Renaissance Investment Group
Massachusetts
$612K
TI
943
Tidal Investments
Wisconsin
$609K +$149K +1,917 +32%
MIC
944
Meridian Investment Counsel
California
$605K
GLA
945
Good Life Advisors
Pennsylvania
$603K +$6.16K +79 +1%
JFGLC
946
Johnson Financial Group LLC (Colorado)
Colorado
$603K +$603K +7,770 New
WOC
947
West Oak Capital
California
$602K +$3.88K +50 +0.6%
CC
948
Centiva Capital
New York
$600K +$196K +2,526 +49%
MFG
949
Magnus Financial Group
New York
$599K -$247K -3,183 -29%
SCM
950
SKBA Capital Management
California
$598K -$7.79M -100,300 -93%