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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 %
LIG
976
Lokken Investment Group
Delaware
$530K +$140K +1,804 +36%
GG
977
Gofen & Glossberg
Illinois
$530K +$289K +3,723 +120%
BG
978
Bahl & Gaynor
Ohio
$529K +$126K +1,625 +31%
BCWM
979
Bartlett & Co Wealth Management
Ohio
$528K
OIA
980
Optimum Investment Advisors
Illinois
$528K -$11.6K -150 -2%
BC
981
Bartlett & Co
Ohio
$528K
PHS
982
Pekin Hardy Strauss
Illinois
$527K +$63.3K +815 +14%
T
983
TRUADVICE
Florida
$526K +$46.7K +558 +10%
EH
984
Equitable Holdings
New York
$526K +$270K +3,475 +105%
QP
985
Quilter Plc
United Kingdom
$523K -$88.3K -1,138 -14%
CH
986
Canton Hathaway
Rhode Island
$522K
MYIA
987
Mount Yale Investment Advisors
Colorado
$521K +$43.4K +559 +9%
TA
988
Tiedemann Advisors
New York
$521K +$521K +6,713 New
EA
989
Emerald Advisors
Washington
$520K -$138K -1,777 -21%
EAM
990
Eukles Asset Management
Ohio
$518K +$518K +6,664 New
XS
991
XR Securities
Illinois
$517K +$517K +6,655 New
SIA
992
Strategic Investment Advisors
Michigan
$515K -$67.8K -874 -12%
GCC
993
Game Creek Capital
Massachusetts
$514K -$185K -2,388 -27%
VFA
994
Valeo Financial Advisors
Indiana
$513K -$20.4K -263 -4%
HA
995
Harbor Advisors
Florida
$513K
WAM
996
Wolverine Asset Management
Illinois
$512K -$19.9K -257 -4%
CB
997
Community Bank
New York
$512K -$9.08K -117 -2%
AIA
998
Arbor Investment Advisors
North Carolina
$512K +$117K +1,512 +30%
PFBT
999
Parkside Financial Bank & Trust
Missouri
$510K -$35.3K -455 -6%
DSC
1000
Duncker Streett & Co
Missouri
$510K +$310 +4 +0.1%