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Morgan Stanley

1,090 hedge funds and large institutions have $69.3B invested in Morgan Stanley in 2019 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 350 increasing their positions, 407 reducing their positions, and 78 closing their positions.

Holders
1,090
Holders Change
+77
Holders Change %
+7.6%
% of All Funds
21.52%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
176
Increased
350
Reduced
407
Closed
78
Calls
$1.38B
Puts
$2.61B
Net Calls
-$1.23B
Net Calls Change
-$253M
Name Market Value Shares Shares
Change
Shares
Change %
MCM
1026
MV Capital Management
Maryland
$13K 247 -31 -11%
TCM
1027
Tradewinds Capital Management
Washington
$13K 260 +150 +136%
PMFA
1028
Plante Moran Financial Advisors
Michigan
$13K 253 +177 +233%
QAM
1029
QCI Asset Management
New York
$12K 225
FMP
1030
Financial Management Professionals
Texas
$12K 225
TF
1031
TimeScale Financial
Massachusetts
$12K 250
BL
1032
Balentine LLC
Georgia
$12K 228 +24 +12%
1832 Asset Management
1033
1832 Asset Management
Ontario, Canada
$12K 230 +230 New
FPS
1034
Fieldpoint Private Securities
Connecticut
$11K 213 +12 +6%
CPA
1035
Cowen Prime Advisors
New York
$11K 218 +200 +1,111%
CA
1036
CXI Advisors
Indiana
$11K 209 +209 New
JPLA
1037
Joseph P. Lucia & Associates
New York
$10K 200
RAM
1038
Riggs Asset Management
Pennsylvania
$10K 203
BCM
1039
Bourgeon Capital Management
Connecticut
$10K 200
JGIA
1040
Jackson Grant Investment Advisers
Connecticut
$10K 200
CWP
1041
CFM Wealth Partners
Texas
$10K 170 +170 New
MSFP
1042
Mark Sheptoff Financial Planning
Connecticut
$10K 200 +200 New
SGAM
1043
Smith Group Asset Management
Texas
$9K 170 +10 +6%
AIS
1044
Accurate Investment Solutions
Pennsylvania
$9K 170 +170 New
LWA
1045
Lenox Wealth Advisors
New York
$9K 173 +173 New
RG
1046
Retirement Group
California
$9K 183 +183 New
SCA
1047
Stonebridge Capital Advisors
Minnesota
$8K 150 -287 -66%
MCM
1048
McMillion Capital Management
North Carolina
$8K 150
FPB
1049
First PREMIER Bank
South Dakota
$8K 156
THWM
1050
Taylor Hoffman Wealth Management
Virginia
$8K 156