MS icon

Morgan Stanley
MS

Overview Fund Activity

1,140 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2020 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 432 increasing their positions, 400 reducing their positions, and 85 closing their positions.

Holders
1,140
Holders Change
+41
Holders Change %
+3.73%
% of All Funds
23.06%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.67%
New
133
Increased
432
Reduced
400
Closed
85
Calls
$1.47B
Puts
$1.9B
Net Calls
-$429M
Net Calls Change
+$283M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$345M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$337M
3
Citadel Advisors
3
Citadel Advisors
Florida
$372M
4
Northern Trust
4
Northern Trust
Illinois
$758M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$85.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$300M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.25B
3
VH
3
ValueAct Holdings
California
$556M
4
Franklin Resources
4
Franklin Resources
California
$440M
5
BlackRock
5
BlackRock
New York
$4.48B
Name Market Value Shares Shares
Change 		Shares
Change %
BWA
1026
Burt Wealth Advisors
Maryland
$43K 884 – –
AWA
1027
Arkadios Wealth Advisors
Georgia
$42.2K 813 -401 -33%
EWM
1028
Endurance Wealth Management
Rhode Island
$42K 867 – –
GRP
1029
Global Retirement Partners
California
$42K 871 – –
AWM
1030
AllSquare Wealth Management
New York
$41K 853 – –
TFO
1031
Tarbox Family Office
California
$41K 839 – –
CWC
1032
Carolinas Wealth Consulting
North Carolina
$41K 845 +654 +342%
BBL
1033
Beck Bode LLC
Massachusetts
$41K 850 +850 New
MRCM
1034
M&R Capital Management
New Jersey
$40K 846 -50 -6%
PCC
1035
Park Circle Company
Maryland
$39K 800 – –
SFSIG
1036
San Francisco Sentry Investment Group
California
$39K 806 – –
HCP
1037
Hexagon Capital Partners
Arkansas
$39K 794 +794 New
BDWM
1038
Brewin Dolphin Wealth Management
Ireland
$38.7K 800 +460 +135%
SFG
1039
Sowa Financial Group
Rhode Island
$38K 794 – –
SWA
1040
Sutton Wealth Advisors
Florida
$37.1K 767 +31 +4%
HWA
1041
HHM Wealth Advisors
Tennessee
$37K 757 – –
CMA
1042
Cedar Mountain Advisors
Oregon
$36K 747 +4 +0.5%
LAS
1043
Lloyd Advisory Services
Georgia
$35K 729 -74 -9%
SA
1044
SRH Advisors
Kansas
$34K 709 +4 +0.6%
SLF
1045
Sun Life Financial
Ontario, Canada
$34K 710 +9 +1%
FHA
1046
Flagship Harbor Advisors
Massachusetts
$32K 662 -988 -60%
BWM
1047
Baystate Wealth Management
Massachusetts
$30K 611 -2,063 -77%
CFA
1048
Carroll Financial Associates
North Carolina
$30K 626 -553 -47%
FMII
1049
Farmers & Merchants Investments Inc
Nebraska
$30K 613 -26 -4%
SGAM
1050
Smith Group Asset Management
Texas
$30K 619 -20 -3%
40 41
42
43 44