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Morgan Stanley

1,029 hedge funds and large institutions have $47.1B invested in Morgan Stanley in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 356 increasing their positions, 383 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-61
Holders Change %
-5.6%
% of All Funds
22.73%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
130
Increased
356
Reduced
383
Closed
178
Calls
$651M
Puts
$1.48B
Net Calls
-$832M
Net Calls Change
+$398M
Name Holding Trade Value Shares
Change
Shares
Change %
JGIA
976
Jackson Grant Investment Advisers
Connecticut
$7K
JPLA
977
Joseph P. Lucia & Associates
New York
$7K
LSA
978
Lion Street Advisors
Texas
$7K +$7K +215 New
DWM
979
Darwin Wealth Management
Florida
$7K +$7K +226 New
RAM
980
Riggs Asset Management
Pennsylvania
$6K
CWP
981
CFM Wealth Partners
Texas
$6K
AIS
982
Accurate Investment Solutions
Pennsylvania
$6K +$35 +1 +0.6%
CAN
983
Claraphi Advisory Network
United States
$6K +$6K +166 New
CBT
984
Central Bank & Trust
Kentucky
$5K -$4.74K -129 -49%
TCM
985
Tradewinds Capital Management
Washington
$5K -$3.67K -110 -42%
LFG
986
LifePlan Financial Group
Ohio
$5K
AAP
987
Arax Advisory Partners
Colorado
$5K
SCA
988
Stonebridge Capital Advisors
Minnesota
$5K
FPB
989
First PREMIER Bank
South Dakota
$5K
SWM
990
Sugarloaf Wealth Management
Georgia
$5K
MCM
991
McMillion Capital Management
North Carolina
$5K
CHA
992
Carmichael Hill & Associates
Maryland
$5K
DTIM
993
Danda Trouve Investment Management
Kansas
$5K +$5K +150 New
VRM
994
Vectors Research Management
New York
$4K -$13.3K -424 -77%
IF
995
Ironwood Financial
Arizona
$4K -$31 -1 -0.8%
NC
996
NewSquare Capital
Pennsylvania
$4K
FMTCOCP
997
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
LWANC
998
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
RCA
999
Ranch Capital Advisors
Florida
$4K
WLPWM
1000
Walled Lake Planning & Wealth Management
Illinois
$4K