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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 %
CG
1051
Colony Group
Massachusetts
$419K +$49.8K +642 +13%
WPW
1052
Waldron Private Wealth
Pennsylvania
$418K +$150K +1,934 +56%
MHS
1053
M Holdings Securities
Oregon
$418K +$418K +5,382 New
LOAME
1054
Lombard Odier Asset Management (Europe)
United Kingdom
$413K -$1.35M -17,378 -77%
VCM
1055
Vivaldi Capital Management
Illinois
$413K
SYBT
1056
Stock Yards Bank & Trust
Kentucky
$411K +$7.68K +99 +2%
PCM
1057
Perritt Capital Management
Illinois
$410K
BAM
1058
Belpointe Asset Management
Nevada
$405K -$455K -5,862 -53%
LTI
1059
Laffer Tengler Investments
Tennessee
$405K -$172K -2,216 -30%
CT
1060
Cambridge Trust
Massachusetts
$404K +$26.3K +339 +7%
EP
1061
Eudaimonia Partners
Tennessee
$402K +$53.1K +683 +15%
FIM
1062
Freedom Investment Management
Connecticut
$402K +$126K +1,624 +46%
AFP
1063
Ausdal Financial Partners
Iowa
$396K +$21.6K +278 +6%
SFS
1064
Strategic Financial Services
New York
$395K
EH
1065
Employers Holdings
Nevada
$393K
LNB
1066
Ledyard National Bank
$391K +$123K +1,581 +46%
FA
1067
Financial Advisors
Massachusetts
$391K +$391K +5,040 New
CWA
1068
Clarus Wealth Advisors
Arizona
$390K +$390K +4,837 New
PNC
1069
Park National Corp
Ohio
$389K +$16.6K +214 +4%
WWM
1070
Western Wealth Management
Colorado
$388K +$1.09K +14 +0.3%
IA
1071
IFG Advisors
Missouri
$387K
IWP
1072
Icon Wealth Partners
Texas
$385K +$139K +1,793 +57%
KWM
1073
Kingsview Wealth Management
Oregon
$385K +$154K +1,973 +67%
TC
1074
Tatro Capital
Kentucky
$384K -$272K -3,501 -41%
HPC
1075
HM Payson & Co
Maine
$384K -$14.1K -181 -4%