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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
1051
McMillion Capital Management
North Carolina
$8K 150
ST
1052
Sageworth Trust
Pennsylvania
$8K 150 +100 +200%
CHA
1053
Carmichael Hill & Associates
Maryland
$8K 155 +155 New
CFN
1054
Cordasco Financial Network
Florida
$7K 143 -304 -68%
LFG
1055
LifePlan Financial Group
Ohio
$7K 141
IF
1056
Ironwood Financial
Arizona
$7K 128 +1 +0.8%
SWM
1057
Sugarloaf Wealth Management
Georgia
$7K 134 +134 New
RCA
1058
Ranch Capital Advisors
Florida
$7K 136 +136 New
NC
1059
NewSquare Capital
Pennsylvania
$6K 109
KFS
1060
Kelly Financial Services
Massachusetts
$5.12K 100
LWANC
1061
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K 104
GCM
1062
Gables Capital Management
Florida
$5K 100
LWA
1063
Lowe Wealth Advisors
Maryland
$5K 100
FMTCOCP
1064
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K 104
AIL
1065
AGF Investments LLC
Ontario, Canada
$5K 99 +99 New
WLPWM
1066
Walled Lake Planning & Wealth Management
Illinois
$5K 105 +105 New
RA
1067
Rational Advisors
New York
$4K 71 -169 -70%
NIM
1068
NuWave Investment Management
New Jersey
$4K 71 -169 -70%
WCM
1069
Wealthcare Capital Management
Virginia
$4K 88 +88 New
ACM
1070
Allred Capital Management
Texas
$3.83K 75 +75 New
FANJ
1071
Financial Architects (New Jersey)
New Jersey
$3K 56 -2,500 -98%
SJIM
1072
St. Johns Investment Management
Florida
$3K 68 -49 -42%
PWP
1073
Personal Wealth Partners
Minnesota
$3K 62
LF
1074
Lee Financial
Texas
$3K 63
FPFS
1075
First Personal Financial Services
North Carolina
$3K 64