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Morgan Stanley

1,034 hedge funds and large institutions have $68.9B invested in Morgan Stanley in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 372 increasing their positions, 394 reducing their positions, and 81 closing their positions.

Holders
1,034
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
23.68%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
91
Increased
372
Reduced
394
Closed
81
Calls
$1.32B
Puts
$1.87B
Net Calls
-$547M
Net Calls Change
+$191M
Name Market Value Shares Shares
Change
Shares
Change %
CFD
1001
Creative Financial Designs
Indiana
$7K 152 +1 +0.7%
WWM
1002
Willingdon Wealth Management
North Carolina
$7K 142 +142 New
IF
1003
Ironwood Financial
Arizona
$6K 128
CAC
1004
Certified Advisory Corp
Florida
$6K 120
TC
1005
Truvestments Capital
Florida
$6K 136 +136 New
CLOS
1006
Compagnie Lombard Odier SCmA
Switzerland
$5K 115 -2,680 -96%
GWS
1007
Glassman Wealth Services
Virginia
$5K 112 -36 -24%
GCM
1008
Gables Capital Management
Florida
$5K 100
TSW
1009
Thompson Siegel & Walmsley
Virginia
$5K 100
AIL
1010
AGF Investments LLC
Ontario, Canada
$5K 99
NC
1011
NewSquare Capital
Pennsylvania
$5K 109
LWA
1012
Lowe Wealth Advisors
Maryland
$5K 100
FMTCOCP
1013
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K 104
SJIM
1014
St. Johns Investment Management
Florida
$5K 114 +1 +0.9%
BCI
1015
Brinker Capital Investments
Pennsylvania
$5K 102 +102 New
MFT
1016
Moisand Fitzgerald Tamayo
Florida
$4K 78
AC
1017
Avestar Capital
New York
$3K 86 -1 -1%
PMFA
1018
Plante Moran Financial Advisors
Michigan
$3K 59
CCMW
1019
Cypress Capital Management (Wyoming)
Wyoming
$3K 60
PI
1020
Parkside Investments
Illinois
$3K 76 +76 New
TNBTD
1021
Trustmark National Bank Trust Department
Mississippi
$2K 36 +36 New
SIM
1022
Sonora Investment Management
Arizona
$2K 39 +39 New
JCM
1023
Jacobi Capital Management
Pennsylvania
$2K 40 +40 New
BA
1024
Ballew Advisors
Mississippi
$2K 56 +56 New
MSA
1025
Marino Stram & Associates
Massachusetts
$1K 14