MS icon

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 %
MA
1026
Mutual Advisors
Nebraska
$467K +$66.1K +851 +16%
ACM
1027
Advisors Capital Management
New Jersey
$463K +$77K +993 +20%
I2I
1028
Insight 2811 Inc
Illinois
$461K -$15.5K -200 -3%
BONST
1029
Bank of Nova Scotia Trust
Ontario, Canada
$461K +$1.24K +16 +0.3%
RI
1030
Ridgewood Investments
New Jersey
$453K +$453K +5,833 New
PFWA
1031
Paces Ferry Wealth Advisors
Georgia
$452K -$15.2K -196 -3%
DC
1032
Davenport & Co
Virginia
$450K -$3.65K -47 -0.8%
MWM
1033
Maltin Wealth Management
New Jersey
$447K +$103K +1,326 +30%
BB
1034
Bell Bank
North Dakota
$440K -$8.16K -105 -2%
CCFCSB
1035
Cape Cod Five Cents Savings Bank
Massachusetts
$439K
AW
1036
ACG Wealth
Georgia
$436K -$98.8K -1,273 -18%
CFMC
1037
Curbstone Financial Management Corp
New Hampshire
$436K +$436K +5,612 New
GLA
1038
Great Lakes Advisors
Illinois
$435K +$435K +5,606 New
PPP
1039
Private Portfolio Partners
New Jersey
$435K +$77K +991 +22%
PBO
1040
Peoples Bank (Ohio)
Ohio
$434K -$6.6K -85 -1%
1WA
1041
180 Wealth Advisors
Washington
$433K -$21.6K -244 -5%
EB
1042
Eastern Bank
Massachusetts
$433K +$10.2K +132 +2%
FFG
1043
Frisch Financial Group
New York
$433K +$69.5K +895 +19%
KPW
1044
Kore Private Wealth
New York
$432K +$69.5K +894 +19%
KFA
1045
Krane Funds Advisors
New York
$431K +$431K +5,552 New
CTI
1046
Community Trust & Investment
Kentucky
$430K +$193K +2,481 +81%
GVAG
1047
Great Valley Advisor Group
Delaware
$429K -$11.5K -148 -3%
NHC
1048
Nicholas Hoffman & Company
Georgia
$426K -$28K -360 -6%
PIM
1049
Perpetual Investment Management
Australia
$426K
FFBTD
1050
First Financial Bank - Trust Division
Ohio
$425K -$7.77K -100 -2%