MS icon

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 %
RCA
1126
Ranch Capital Advisors
Florida
$335K +$324K +4,187 +3,079%
TBA
1127
Tower Bridge Advisors
Pennsylvania
$334K +$334K +4,302 New
ACM
1128
Allred Capital Management
Texas
$332K +$17.3K +223 +6%
BFEC
1129
Benjamin F. Edwards & Company
Missouri
$332K +$52K +670 +19%
MSFS
1130
Main Street Financial Solutions
Pennsylvania
$330K +$155 +2 +0%
BSW
1131
Buckingham Strategic Wealth
Missouri
$329K +$67.7K +872 +26%
DWM
1132
Destination Wealth Management
California
$328K
AWG
1133
Altus Wealth Group
Colorado
$325K -$21.6K -261 -6%
SB
1134
Sunflower Bank
Texas
$325K -$17K -219 -5%
AWA
1135
Arete Wealth Advisors
Illinois
$325K +$79.4K +1,145 +32%
PMG
1136
ProVise Management Group
Florida
$324K +$31.9K +411 +11%
BMM
1137
Buffington Mohr McNeal
Idaho
$322K -$1.63K -21 -0.5%
FMBTD
1138
First Midwest Bank Trust Division
Illinois
$321K -$12.4K -160 -4%
KA
1139
KLCM Advisors
Wisconsin
$321K
PWPS
1140
Pinnacle Wealth Planning Services
Ohio
$321K +$388 +5 +0.1%
FNB
1141
Farmers National Bank
Kentucky
$320K
EMG
1142
ETF Managers Group
New Jersey
$318K -$245K -3,097 -43%
IWA
1143
Intercontinental Wealth Advisors
Texas
$318K -$89.5K -1,154 -22%
CWM
1144
Curi Wealth Management
North Carolina
$318K +$387 +5 +0.1%
IWM
1145
IHT Wealth Management
Illinois
$316K -$70K -902 -18%
H
1146
HoyleCohen
California
$316K +$316K +4,064 New
CCM
1147
Carlson Capital Management
Minnesota
$315K +$92.7K +1,193 +42%
CA
1148
Calton & Associates
Florida
$313K -$27.8K -359 -8%
WW
1149
Westshore Wealth
California
$313K +$313K +4,028 New
WCA
1150
Westover Capital Advisors
Delaware
$311K