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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 %
XT
1076
XTX Topco
Cayman Islands
$384K +$384K +4,942 New
GA
1077
Geller Advisors
New York
$382K +$189K +2,436 +98%
FPCG
1078
Fort Pitt Capital Group
Pennsylvania
$381K +$339K +4,364 +802%
APA
1079
American Portfolios Advisors
New York
$380K +$103K +1,320 +37%
ACI
1080
Alpha Cubed Investments
California
$379K +$52K +670 +16%
S
1081
Seeyond
France
$378K
APC
1082
Aspire Private Capital
North Carolina
$378K +$158K +2,028 +71%
VWA
1083
V Wealth Advisors
Kansas
$377K -$33.2K -428 -8%
CIC
1084
Crawford Investment Counsel
Georgia
$376K +$65.2K +839 +21%
RPC
1085
Rossmore Private Capital
Connecticut
$374K
CCC
1086
Chelsea Counsel Company
California
$371K
PCA
1087
Personal Capital Advisors
California
$369K -$98.4K -1,268 -21%
MW
1088
Marcum Wealth
Ohio
$368K +$368K +4,738 New
JSC
1089
Jackson Square Capital
California
$368K +$368K +4,739 New
KA
1090
Kovack Advisors
Florida
$366K -$89.3K -1,150 -20%
CHAM
1091
Clear Harbor Asset Management
Connecticut
$366K +$5.05K +65 +1%
WP
1092
WealthSource Partners
California
$365K -$24.5K -315 -6%
SWMG
1093
Strategic Wealth Management Group
Maryland
$364K +$5.83K +75 +2%
KFS
1094
Kaizen Financial Strategies
California
$363K -$131K -1,691 -27%
BBA
1095
BLB&B Advisors
Pennsylvania
$362K -$189K -2,436 -34%
MMA
1096
Miracle Mile Advisors
California
$361K +$361K +4,650 New
NSIM
1097
North Star Investment Management
Illinois
$360K
Cohen & Steers
1098
Cohen & Steers
New York
$359K -$17.9K -231 -5%
EWG
1099
Executive Wealth Group
Washington
$357K +$1.71K +22 +0.5%
AFS
1100
Annapolis Financial Services
Maryland
$356K -$51.3K -661 -13%