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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 %
AIC
951
Ameritas Investment Company
Nebraska
$596K +$596K +7,678 New
AC
952
Avestar Capital
New York
$594K +$216K +2,611 +57%
TCM
953
Tributary Capital Management
Nebraska
$590K
ONGA
954
O'Neil Global Advisors
California
$590K +$590K +7,600 New
HH
955
Hilltop Holdings
Texas
$587K -$489K -6,306 -45%
BB
956
Busey Bank
Illinois
$587K -$29K -373 -5%
PTC
957
Private Trust Company
Ohio
$585K +$12.3K +158 +2%
WA
958
Wealth Alliance
New York
$576K -$3.34K -43 -0.6%
ESCM
959
Echo Street Capital Management
New York
$568K +$568K +7,310 New
TSS
960
Two Sigma Securities
New York
$564K -$1.05M -13,500 -65%
HWAM
961
Hennion & Walsh Asset Management
New Jersey
$561K +$561K +7,227 New
IAIM
962
International Assets Investment Management
Florida
$559K
BCM
963
Brown Capital Management
Maryland
$558K -$93.9K -1,210 -14%
JWCA
964
J.W. Cole Advisors
Florida
$558K +$27.5K +354 +5%
HI
965
Harbour Investments
Wisconsin
$557K +$557K +7,178 New
SM
966
Salzhauer Michael
$555K
PFGIA
967
Patriot Financial Group Insurance Agency
Massachusetts
$553K +$17.6K +227 +3%
FVCM
968
F&V Capital Management
Florida
$549K -$324K -4,165 -37%
WCM
969
Washburn Capital Management
Florida
$548K +$258K +3,330 +89%
DIA
970
Davidson Investment Advisors
Montana
$542K -$43.9K -566 -7%
CWM
971
Circle Wealth Management
New Jersey
$541K +$85.7K +1,103 +19%
WBG
972
Wharton Business Group
Pennsylvania
$540K -$70.9K -914 -12%
LP
973
LMR Partners
United Kingdom
$540K +$540K +6,958 New
IWC
974
Integrated Wealth Concepts
Massachusetts
$537K +$132K +1,698 +33%
RCAG
975
Rehmann Capital Advisory Group
Michigan
$531K +$44K +567 +9%