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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 %
AF
1101
Advisornet Financial
Minnesota
$356K
MSA
1102
Marino Stram & Associates
Massachusetts
$356K +$356K +4,589 New
FCFC
1103
First Citizens Financial Corp
Iowa
$355K -$9.85K -127 -3%
PVH
1104
Psagot Value Holdings
Israel
$353K +$64.4K +829 +22%
EFS
1105
Essex Financial Services
Connecticut
$349K +$70.2K +905 +25%
BWM
1106
Buckley Wealth Management
Nevada
$348K -$164K -2,105 -32%
OFS
1107
OneAscent Financial Services
Alabama
$348K -$4.35K -56 -1%
CFN
1108
Cordasco Financial Network
Florida
$348K +$5.44K +70 +2%
MG
1109
Mather Group
Illinois
$348K +$101K +1,298 +41%
STA
1110
Summit Trail Advisors
New York
$347K -$2.95K -38 -0.8%
IIM
1111
Ipswich Investment Management
Massachusetts
$344K +$344K +4,432 New
AWM
1112
Apollon Wealth Management
South Carolina
$344K +$344K +4,435 New
MFG
1113
MidWestOne Financial Group
Iowa
$343K
RIL
1114
Rothschild Investment LLC
Illinois
$342K -$462K -5,950 -57%
BCM
1115
Bluefin Capital Management
New York
$342K +$64.7K +833 +23%
AWS
1116
AJ Wealth Strategies
New York
$342K +$105K +1,350 +44%
EHWM
1117
Eads & Heald Wealth Management
Georgia
$340K -$23.6K -304 -6%
PFP
1118
Pinnacle Financial Partners
Tennessee
$340K +$14.9K +191 +5%
NFG
1119
Next Financial Group
Texas
$340K +$29.8K +383 +10%
SG
1120
StoneX Group
New York
$340K +$340K +4,379 New
CFG
1121
Citizens Financial Group
Rhode Island
$338K +$103K +1,323 +44%
AWAP
1122
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$337K -$38.9K -500 -10%
BOM
1123
Bank of Marin
California
$337K
BFS
1124
Bard Financial Services
Connecticut
$337K +$337K +4,345 New
WI
1125
Wintrust Investments
Illinois
$335K +$92.8K +1,194 +38%