MS icon

Morgan Stanley
MS

Overview Fund Activity

1,536 hedge funds and large institutions have $144B invested in Morgan Stanley in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 582 increasing their positions, 606 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
+31
Holders Change %
+2.06%
% of All Funds
26.82%
Holding in Top 10
58
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-18.31%
% of All Funds
1.01%
New
143
Increased
582
Reduced
606
Closed
95
Calls
$2.59B
Puts
$3.46B
Net Calls
-$865M
Net Calls Change
+$138M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$457M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$401M
3
Macquarie Group
Macquarie Group
Australia
+$343M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$329M
5
ATN
AMF Tjänstepension
Sweden
+$198M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$973M
2
GA
Greenhaven Associates
New York
-$497M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$315M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$270M
5
State Street
State Street
Massachusetts
-$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWCS
1176
Beirne Wealth Consulting Services
Connecticut
$331K – – –
MCM
1177
Marathon Capital Management
Maryland
$329K -$7.69K -84 -2%
MIH
1178
Meitav Investment House
Israel
$329K +$24.5K +270 +8%
BFG
1179
Berger Financial Group
Minnesota
$328K +$17.3K +189 +6%
MA
1180
MCF Advisors
Kentucky
$327K +$16.7K +182 +5%
PK
1181
Pflug Koory
Nebraska
$326K – – –
GL
1182
Graypoint LLC
New York
$326K +$21.6K +236 +7%
SCM
1183
SOL Capital Management
Maryland
$323K -$12.5K -136 -4%
JF
1184
Jump Financial
Illinois
$322K -$441K -4,824 -58%
RCC
1185
Red Cedar Capital
Nebraska
$321K – – –
HWA
1186
Heritage Wealth Advisors
Virginia
$321K -$45.6K -497 -12%
WANY
1187
Wealthspire Advisors (New York)
New York
$315K -$2.79M -30,418 -90%
BFEC
1188
Benjamin F. Edwards & Company
Missouri
$313K -$79.2K -863 -20%
FMLI
1189
Fukoku Mutual Life Insurance
Japan
$312K – – –
CBFP
1190
Cedar Brook Financial Partners
Ohio
$310K +$37.6K +410 +14%
SMF
1191
Sterling Manor Financial
New York
$307K +$307K +3,351 New
CIA
1192
Choate Investment Advisors
Massachusetts
$306K +$42.6K +464 +16%
BFA
1193
Bragg Financial Advisors
North Carolina
$305K +$49.8K +544 +20%
MAFM
1194
Mid Atlantic Financial Management
Pennsylvania
$303K -$39.5K -431 -12%
TFCP
1195
Twin Focus Capital Partners
Massachusetts
$303K +$92 +1 +0%
BS
1196
Boenning & Scattergood
Pennsylvania
$301K +$18.4K +201 +7%
HHGA
1197
Halbert Hargrove Global Advisors
California
$300K -$1.65K -18 -0.5%
WGAM
1198
Wilkinson Global Asset Management
New York
$300K +$300K +3,270 New
BWAM
1199
Boyd Watterson Asset Management
Ohio
$298K +$5.5K +60 +2%
EL
1200
EMFO LLC
Florida
$298K +$298K +3,250 New
46 47
48
49 50