MS icon

Morgan Stanley

1,140 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2020 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 432 increasing their positions, 400 reducing their positions, and 85 closing their positions.

Holders
1,140
Holders Change
+41
Holders Change %
+3.73%
% of All Funds
23.06%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.67%
New
133
Increased
432
Reduced
400
Closed
85
Calls
$1.47B
Puts
$1.9B
Net Calls
-$429M
Net Calls Change
+$283M
Name Market Value Shares Shares
Change
Shares
Change %
JSC
1101
Jackson Square Capital
California
$6K 121 -58 -32%
IF
1102
Ironwood Financial
Arizona
$6K 128
SWM
1103
Sugarloaf Wealth Management
Georgia
$6K 134
VRM
1104
Vectors Research Management
New York
$6K 128
RCA
1105
Ranch Capital Advisors
Florida
$6K 136
LF
1106
Lee Financial
Texas
$6K 131 +68 +108%
KFS
1107
Kelly Financial Services
Massachusetts
$5.45K 113 +12 +12%
FMTCOCP
1108
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K 104 -573 -85%
MFT
1109
Moisand Fitzgerald Tamayo
Florida
$5K 100 -83 -45%
NC
1110
NewSquare Capital
Pennsylvania
$5K 109 -30 -22%
ST
1111
Sageworth Trust
Pennsylvania
$5K 100
LWA
1112
Lowe Wealth Advisors
Maryland
$5K 100
GCM
1113
Gables Capital Management
Florida
$5K 100
WCG
1114
Weaver Consulting Group
California
$5K 93
WLPWM
1115
Walled Lake Planning & Wealth Management
Illinois
$5K 105
LWANC
1116
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K 104
JCM
1117
Jacobi Capital Management
Pennsylvania
$5K 96 +1 +1%
LWM
1118
Liberty Wealth Management
California
$5K 105 +1 +1%
AWM
1119
Adams Wealth Management
Utah
$5K 98 +98 New
BWM
1120
BNC Wealth Management
Oregon
$4K 85 +85 New
PWM
1121
Provident Wealth Management
Tennessee
$4K 88 +88 New
AWM
1122
Avior Wealth Management
Nebraska
$3K 79 -4,530 -98%
CBT
1123
Central Bank & Trust
Kentucky
$3K 68 -68 -50%
Kayne Anderson Rudnick Investment Management
1124
Kayne Anderson Rudnick Investment Management
California
$3K 66
BWA
1125
BDO Wealth Advisors
Florida
$3K 55 +55 New