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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 %
WLPWM
1076
Walled Lake Planning & Wealth Management
Illinois
$5K 105
LWM
1077
Liberty Wealth Management
California
$5K 104 +74 +247%
WCG
1078
Weaver Consulting Group
California
$5K 93 +81 +675%
WAMC
1079
Western Asset Management Company
California
$5K 97 +97 New
BSAM
1080
Blue Square Asset Management
New York
$5K 108 +108 New
JWM
1081
Janiczek Wealth Management
Colorado
$5K 109 +109 New
GEA
1082
Glen Eagle Advisors
New Jersey
$4.88K 101
KFS
1083
Kelly Financial Services
Massachusetts
$4.86K 101 +1 +1%
LWCFA
1084
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K 54 -625 -92%
FANJ
1085
Financial Architects (New Jersey)
New Jersey
$3K 56
Kayne Anderson Rudnick Investment Management
1086
Kayne Anderson Rudnick Investment Management
California
$3K 66
LF
1087
Lee Financial
Texas
$3K 63
HGWM
1088
Harvest Group Wealth Management
Massachusetts
$3K 75 +75 New
BAM
1089
Bellevue Asset Management
Washington
$2K 40
GC
1090
Globeflex Capital
California
$2K 36
FWM
1091
Filbrandt Wealth Management
Wisconsin
$2K 43 +43 New
SJIM
1092
St. Johns Investment Management
Florida
$1K 19
APW
1093
Acima Private Wealth
Virginia
$1K 26
CWM
1094
Cranbrook Wealth Management
Michigan
$1K 18
CAM
1095
ClariVest Asset Management
California
$1K 15
SIS
1096
Sound Income Strategies
Florida
$1K 19
FCAS
1097
First Command Advisory Services
Texas
$1K 18 +18 New
NIM
1098
NuWave Investment Management
New Jersey
$1K 30 +30 New
JG
1099
Jefferies Group
New York
$80 1,649 -20,851 -93%
TI
1100
tru Independence
Oregon
$76 1,560