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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 Market Value Shares Shares
Change
Shares
Change %
SFA
1001
Semmax Financial Advisors
North Carolina
$33K 678
FMTCOCP
1002
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K 677 +573 +551%
SGAM
1003
Smith Group Asset Management
Texas
$31K 639 -20 -3%
BL
1004
Balentine LLC
Georgia
$31K 640 +21 +3%
FMII
1005
Farmers & Merchants Investments Inc
Nebraska
$31K 639 +36 +6%
PGAM
1006
Princeton Global Asset Management
New Jersey
$30K 624
TFGT
1007
TS Financial Group (TSFG)
Illinois
$29K 604
GAM
1008
Gemmer Asset Management
California
$29K 610
AIL
1009
AGF Investments LLC
Ontario, Canada
$29K 592 +592 New
BEI
1010
Benjamin Edwards Inc
Missouri
$29K 600 +600 New
HCM
1011
Horrell Capital Management
Arkansas
$28K 583
HI
1012
Human Investing
Oregon
$27K 565
LFG
1013
Larson Financial Group
Missouri
$26K 543 +204 +60%
HS
1014
Horan Securities
United States
$25K 515 +215 +72%
CPA
1015
Cowen Prime Advisors
New York
$24K 318
ME
1016
McIlrath & Eck
Washington
$24K 490
Loomis, Sayles & Company
1017
Loomis, Sayles & Company
Massachusetts
$23K 477 -26 -5%
TWA
1018
TCI Wealth Advisors
Arizona
$22K 447 -8 -2%
WFMPM
1019
Woodley Farra Manion Portfolio Management
Indiana
$21K 434
LWA
1020
Lenox Wealth Advisors
New York
$21K 437 +437 New
SQA
1021
Simon Quick Advisors
New Jersey
$20K 407 -4,034 -91%
SNT
1022
Security National Trust
West Virginia
$19K 401
CC
1023
Colrain Capital
Massachusetts
$19K 400
AA
1024
AlphaMark Advisors
Kentucky
$19K 400
OAJ
1025
Ogorek Anthony Joseph
New York
$18K 382