MS icon

Morgan Stanley
MS

Overview Fund Activity

1,359 hedge funds and large institutions have $110B invested in Morgan Stanley in 2020 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 598 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,359
Holders Change
+219
Holders Change %
+19.21%
% of All Funds
24.11%
Holding in Top 10
56
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+69.7%
% of All Funds
0.99%
New
313
Increased
598
Reduced
319
Closed
81
Calls
$2.55B
Puts
$3.23B
Net Calls
-$676M
Net Calls Change
-$247M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.05B
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.92B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.47B
4
BlackRock
BlackRock
New York
$7.51B
5
Primecap Management
Primecap Management
California
$827M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$131M
2
VH
ValueAct Holdings
California
$568M
3
Invesco
Invesco
Georgia
$1.02B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$86.2M
5
EIP
Easterly Investment Partners
Massachusetts
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1051
Exencial Wealth Advisors
Oklahoma
$268K +$268K +3,905 New
RCG
1052
Rock Creek Group
District of Columbia
$267K +$29.3K +429 +12%
WW
1053
Waterfront Wealth
Kansas
$261K +$261K +3,804 New
TNBTD
1054
Trustmark National Bank Trust Department
Mississippi
$260K +$260K +3,790 New
OMC
1055
Overbrook Management Corp
New York
$258K -$3.62M -52,800 -93%
PMG
1056
ProVise Management Group
Florida
$258K +$258K +3,760 New
SCM
1057
SOL Capital Management
Maryland
$257K +$257K +3,756 New
WCM
1058
Washburn Capital Management
Florida
$256K +$256K +3,730 New
RWA
1059
Redhawk Wealth Advisors
Minnesota
$256K +$256K +3,738 New
PVH
1060
Psagot Value Holdings
Israel
$255K +$255K +3,715 New
MCM
1061
Marathon Capital Management
Maryland
$253K +$253K +3,696 New
BB
1062
Berkshire Bank
Massachusetts
$252K -$37.2K -543 -13%
HA
1063
HYA Advisors
Missouri
$252K +$252K +3,682 New
EFS
1064
Essex Financial Services
Connecticut
$249K +$249K +3,593 New
BFEC
1065
Benjamin F. Edwards & Company
Missouri
$247K +$223K +3,248 +910%
APA
1066
American Portfolios Advisors
New York
$245K -$518K -7,561 -68%
PK
1067
Pflug Koory
Nebraska
$245K – – –
HWA
1068
Heritage Wealth Advisors
Virginia
$245K +$3.08K +45 +1%
BCM
1069
Bluefin Capital Management
New York
$244K +$244K +3,567 New
MFW
1070
Meristem Family Wealth
Minnesota
$243K +$243K +3,543 New
ZIC
1071
ZWJ Investment Counsel
Georgia
$243K +$243K +3,546 New
FIM
1072
Freedom Investment Management
Connecticut
$243K +$243K +3,548 New
PFO
1073
Pathstone Family Office
New Jersey
$242K +$59K +863 +32%
SAM
1074
Security Asset Management
New York
$242K +$152K +2,211 +168%
SIA
1075
SkyView Investment Advisors
New Jersey
$242K +$242K +3,531 New
41 42
43
44 45