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 %
GIA
1151
GHP Investment Advisors
Colorado
$311K
RMDI
1152
R.M. Davis Inc
Maine
$311K +$2.18K +28 +0.7%
CWP
1153
Concord Wealth Partners
Virginia
$311K +$310K +3,993 +26,620%
HWA
1154
Heritage Wealth Advisors
Virginia
$310K +$32.3K +416 +12%
EI
1155
Ellevest Inc
New York
$310K +$233 +3 +0.1%
EWA
1156
Exencial Wealth Advisors
Oklahoma
$310K +$6.76K +87 +2%
CI
1157
CX Institutional
Indiana
$309K -$3.41M -43,910 -92%
LGA
1158
Lebenthal Global Advisors
New York
$307K -$77.5K -998 -20%
PRWA
1159
Platte River Wealth Advisors
Colorado
$307K +$307K +3,825 New
SS
1160
Simplicity Solutions
Minnesota
$304K -$1M -12,886 -77%
IA
1161
IFP Advisors
Florida
$300K -$149K -1,926 -33%
SOW
1162
State of Wyoming
Wyoming
$300K +$300K +3,858 New
GD
1163
Grandfield & Dodd
New York
$300K +$300K +3,884 New
CI Investments Inc
1164
CI Investments Inc
Ontario, Canada
$298K -$1.01M -12,978 -77%
WW
1165
Waterfront Wealth
Kansas
$298K
PAMP
1166
Polar Asset Management Partners
Ontario, Canada
$297K -$57.2K -736 -16%
CB
1167
CNB Bank
Pennsylvania
$295K +$23.9K +308 +9%
TNBTD
1168
Trustmark National Bank Trust Department
Mississippi
$294K
BPA
1169
Beacon Pointe Advisors
California
$294K +$294K +3,769 New
OMC
1170
Overbrook Management Corp
New York
$292K
RWA
1171
Redhawk Wealth Advisors
Minnesota
$290K
MAFM
1172
Mid Atlantic Financial Management
Pennsylvania
$290K +$290K +3,735 New
CWP
1173
Curated Wealth Partners
California
$287K -$40.3K -519 -12%
HA
1174
HYA Advisors
Missouri
$287K +$700 +9 +0.2%
LFA
1175
Legacy Financial Advisors
Kentucky
$287K +$16.9K +218 +6%