MS icon

Morgan Stanley

1,013 hedge funds and large institutions have $58.6B invested in Morgan Stanley in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 354 increasing their positions, 391 reducing their positions, and 90 closing their positions.

Holders
1,013
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
22.25%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
89
Increased
354
Reduced
391
Closed
90
Calls
$1.09B
Puts
$2.07B
Net Calls
-$977M
Net Calls Change
-$43.3M
Name Market Value Shares Shares
Change
Shares
Change %
BBWA
1076
Bell & Brown Wealth Advisors
California
-4,763 Closed
SWMG
1077
Strategic Wealth Management Group
Maryland
-4,762 Closed
FTUS
1078
Flow Traders U.S.
New York
-4,757 Closed
YWP
1079
YorkBridge Wealth Partners
New York
-4,730 Closed
CCM
1080
Coldstream Capital Management
Washington
-4,722 Closed
PPP
1081
Private Portfolio Partners
New Jersey
-4,682 Closed
PVWM
1082
Point View Wealth Management
New Jersey
-4,606 Closed
TPWA
1083
TRUE Private Wealth Advisors
Oregon
-4,205 Closed
RWA
1084
Redhawk Wealth Advisors
Minnesota
-4,188 Closed
WAM
1085
Wolverine Asset Management
Illinois
-3,372 Closed
PCP
1086
Proficio Capital Partners
Massachusetts
-2,207 Closed
W
1087
WealthStone
Ohio
-1,846 Closed
DWM
1088
Doyle Wealth Management
Florida
-1,736 Closed
SSB
1089
Sandy Spring Bank
Maryland
-1,262 Closed
GAM
1090
Griffin Asset Management
New York
-1,208 Closed
DWM
1091
Destination Wealth Management
California
-743 Closed
EWM
1092
Executive Wealth Management
Michigan
-358 Closed
OIA
1093
OneDigital Investment Advisors
Kansas
-340 Closed
MF
1094
Manchester Financial
California
-326 Closed
JWM
1095
Janiczek Wealth Management
Colorado
-200 Closed
LWM
1096
Lenox Wealth Management
Ohio
-200 Closed
NCM
1097
Next Capital Management
New York
-134 Closed
WAM
1098
Wakefield Asset Management
Colorado
-96 Closed
MFT
1099
Moisand Fitzgerald Tamayo
Florida
-78 Closed
FBT
1100
First Bank & Trust
South Dakota
-68 Closed