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Morgan Stanley

1,099 hedge funds and large institutions have $68.5B invested in Morgan Stanley in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 374 increasing their positions, 377 reducing their positions, and 109 closing their positions.

Holders
1,099
Holders Change
+70
Holders Change %
+6.8%
% of All Funds
22.59%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.74%
New
189
Increased
374
Reduced
377
Closed
109
Calls
$1.4B
Puts
$2.11B
Net Calls
-$712M
Net Calls Change
+$119M
Name Market Value Shares Shares
Change
Shares
Change %
SMFG
1051
Sumitomo Mitsui Financial Group
Japan
$9K 200 +200 New
NL
1052
NVWM LLC
Pennsylvania
$8K 156 -100 -39%
FPB
1053
First PREMIER Bank
South Dakota
$8K 156
THWM
1054
Taylor Hoffman Wealth Management
Virginia
$8K 156 +156 New
PA
1055
Perennial Advisors
New York
$8K 168 +168 New
AAP
1056
Arax Advisory Partners
Colorado
$7K 150
SCA
1057
Stonebridge Capital Advisors
Minnesota
$7K 150
CBT
1058
Central Bank & Trust
Kentucky
$7K 136
CHA
1059
Carmichael Hill & Associates
Maryland
$7K 155
LFG
1060
LifePlan Financial Group
Ohio
$7K 141
TCM
1061
Tradewinds Capital Management
Washington
$7K 150
NC
1062
NewSquare Capital
Pennsylvania
$7K 139 +30 +28%
BFIM
1063
Beese Fulmer Investment Management
Ohio
$7K 136 +136 New
TC
1064
Truvestments Capital
Florida
$7K 153 +153 New
MLFP
1065
MPS Loria Financial Planners
Illinois
$7K 154 +154 New
SWM
1066
Sugarloaf Wealth Management
Georgia
$6K 134
RCA
1067
Ranch Capital Advisors
Florida
$6K 136
VRM
1068
Vectors Research Management
New York
$6K 128
IF
1069
Ironwood Financial
Arizona
$6K 128 +1 +0.8%
EWA
1070
Evolution Wealth Advisors
Florida
$5K 110 -63,552 -100%
WLPWM
1071
Walled Lake Planning & Wealth Management
Illinois
$5K 105
ST
1072
Sageworth Trust
Pennsylvania
$5K 100
LWA
1073
Lowe Wealth Advisors
Maryland
$5K 100
GCM
1074
Gables Capital Management
Florida
$5K 100
LWANC
1075
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K 104