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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 %
CBOR
1001
Community Bank of Raymore
Missouri
$508K
VWA
1002
Visionary Wealth Advisors
Illinois
$508K +$28.5K +367 +6%
FNBOH
1003
First National Bank of Hutchinson
Kansas
$506K +$231K +2,970 +84%
AWE
1004
Avidian Wealth Enterprises
Texas
$505K +$9.24K +119 +2%
PCS
1005
Personal CFO Solutions
New Jersey
$505K +$20.8K +267 +4%
DWA
1006
Douglass Winthrop Advisors
New York
$504K +$23.4K +302 +5%
EWA
1007
EP Wealth Advisors
California
$504K +$47.9K +617 +11%
LDB
1008
Lee, Danner & Bass
Tennessee
$503K
SWA
1009
Stratos Wealth Advisors
Ohio
$499K -$68.2K -878 -12%
AWM
1010
Avior Wealth Management
Nebraska
$498K -$32.7K -422 -6%
OPS
1011
Orion Portfolio Solutions
Nebraska
$498K +$90.4K +1,164 +22%
CHC
1012
City Holding Co
West Virginia
$497K +$419K +5,406 +541%
HM
1013
Harvest Management
New York
$496K +$496K +6,391 New
SCA
1014
Sippican Capital Advisors
Massachusetts
$494K +$494K +6,366 New
HIA
1015
Harbor Investment Advisory
Maryland
$488K +$52.9K +681 +12%
OIA
1016
OneDigital Investment Advisors
Kansas
$488K +$59.9K +770 +14%
MAM
1017
Mastrapasqua Asset Management
Tennessee
$487K
CWM
1018
Chicago Wealth Management
Illinois
$485K +$485K +6,243 New
PCG
1019
Private Capital Group
Connecticut
$484K -$211K -2,711 -30%
ED
1020
Exane Derivatives
France
$476K -$43.4K -559 -8%
SIC
1021
Salem Investment Counselors
North Carolina
$472K +$52.4K +675 +12%
PM
1022
Parametrica Management
Hong Kong
$471K +$471K +5,960 New
WF
1023
Welch & Forbes
Massachusetts
$471K +$471K +6,056 New
HPWM
1024
Highland Private Wealth Management
Washington
$470K -$1.71K -22 -0.4%
EWM
1025
Evermay Wealth Management
Virginia
$469K +$36.1K +465 +8%