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Morgan Stanley

1,099 hedge funds and large institutions have $68.5B invested in Morgan Stanley in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 374 increasing their positions, 377 reducing their positions, and 109 closing their positions.

Holders
1,099
Holders Change
+70
Holders Change %
+6.8%
% of All Funds
22.59%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.74%
New
189
Increased
374
Reduced
377
Closed
109
Calls
$1.4B
Puts
$2.11B
Net Calls
-$712M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Shares
Change %
FTCM
951
First Trust Capital Management
Illinois
$78K +$78K +1,622 New
CA
952
Clearstead Advisors
Ohio
$77K -$14.5K -299 -16%
TSW
953
Thompson Siegel & Walmsley
Virginia
$77K +$72.2K +1,500 +1,500%
RWG
954
Regal Wealth Group
California
$76K
SSB
955
Sandy Spring Bank
Maryland
$72K -$3.55K -74 -5%
First Manhattan
956
First Manhattan
New York
$70K
LFASL
957
Lugano Financial Advisors SA (LFA)
Switzerland
$67K
SCM
958
Silvant Capital Management
Georgia
$66K
CFO
959
CVA Family Office
Colorado
$66K +$66K +1,372 New
FMP
960
Financial Management Professionals
Texas
$65K +$54.2K +1,130 +502%
OC
961
Oakworth Capital
Alabama
$63K
GG
962
Gleason Group
Kentucky
$62K +$2.98K +62 +5%
MPWT
963
MassMutual Private Wealth & Trust
Connecticut
$62K +$17K +353 +38%
CWP
964
CFM Wealth Partners
Texas
$62K +$53.9K +1,125 +662%
AWA
965
Arkadios Wealth Advisors
Georgia
$61.3K -$5.56K -110 -8%
HFM
966
Harvest Fund Management
China
$61K
BHWM
967
Bay Harbor Wealth Management
Maryland
$60K +$10.5K +219 +21%
EFSCE
968
Enterprise Financial Services Corp (EFSC)
Missouri
$59K -$3.35K -69 -5%
BFC
969
Bedel Financial Consulting
Indiana
$58K
JFGIW
970
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K -$269K -5,503 -83%
CFA
971
Carroll Financial Associates
North Carolina
$56K
RWA
972
Ropes Wealth Advisors
Massachusetts
$54K +$5.7K +118 +12%
SIM
973
Sonora Investment Management
Arizona
$54K +$54K +1,126 New
MHR
974
Matthew Hamilton Rosenberg
$53K
CAL
975
Capital Advisors Ltd
Ohio
$52K