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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 %
NW
1176
NewEdge Wealth
Pennsylvania
$287K +$287K +3,697 New
MCM
1177
Marathon Capital Management
Maryland
$285K -$1.4K -18 -0.5%
BB
1178
Berkshire Bank
Massachusetts
$285K
SCM
1179
SOL Capital Management
Maryland
$284K -$7.77K -100 -3%
PLFAM
1180
Pineno Levin & Ford Asset Management
Virginia
$282K +$23.1K +297 +9%
MHR
1181
Matthew Hamilton Rosenberg
$281K +$14.9K +192 +6%
BWCS
1182
Beirne Wealth Consulting Services
Connecticut
$280K -$818K -10,522 -75%
OWA
1183
One Wealth Advisors
California
$280K -$155K -1,994 -36%
CT
1184
Chicago Trust
Illinois
$278K +$278K +3,586 New
PK
1185
Pflug Koory
Nebraska
$276K -$1.55K -20 -0.6%
Financial Engines Advisors
1186
Financial Engines Advisors
California
$276K +$14K +180 +5%
MFW
1187
Meristem Family Wealth
Minnesota
$275K
ATC
1188
Adirondack Trust Company
New York
$275K +$86K +1,106 +45%
SAM
1189
Security Asset Management
New York
$274K
KTC
1190
Kistler-Tiffany Companies
Pennsylvania
$274K +$37.5K +483 +16%
OC
1191
Oakworth Capital
Alabama
$274K +$51.9K +670 +23%
C
1192
Certuity
Florida
$273K +$19.5K +251 +8%
RCC
1193
Red Cedar Capital
Nebraska
$272K
CAI
1194
Capital Advisors Inc
Oklahoma
$271K +$78 +1 +0%
CWA
1195
Canvas Wealth Advisors
Kansas
$269K +$269K +3,355 New
ZB
1196
Zions Bancorporation
Utah
$268K +$58.8K +759 +28%
CL
1197
CPWM LLC
Washington
$267K +$3.88K +50 +1%
ZIC
1198
ZWJ Investment Counsel
Georgia
$265K -$10.8K -139 -4%
FMLI
1199
Fukoku Mutual Life Insurance
Japan
$264K
BFG
1200
Berger Financial Group
Minnesota
$264K +$5.51K +71 +2%