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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 %
MC
1251
Machina Capital
France
$225K +$225K +2,900 New
NP
1252
NorthRock Partners
Minnesota
$225K +$225K +2,902 New
CIA
1253
Choate Investment Advisors
Massachusetts
$223K +$223K +2,871 New
LCM
1254
Leisure Capital Management
California
$223K +$223K +2,871 New
BO
1255
BRR OpCo
Ohio
$222K +$222K +2,859 New
CWM
1256
Centric Wealth Management
Illinois
$222K +$222K +2,865 New
AA
1257
Argent Advisors
Louisiana
$221K -$26.4K -340 -11%
HI
1258
Hudock Inc
Pennsylvania
$221K +$80.6K +1,041 +57%
BO
1259
Bank OZK
Arkansas
$220K +$220K +2,829 New
FAIM
1260
Financial Advocates Investment Management
Washington
$219K -$36.4K -488 -14%
RWB
1261
RMR Wealth Builders
New Jersey
$219K +$13.7K +177 +7%
HWMG
1262
Hurlow Wealth Management Group
Indiana
$219K +$219K +2,824 New
WTC
1263
WhitTier Trust Company
Nevada
$216K +$1.4K +18 +0.7%
BFA
1264
Bragg Financial Advisors
North Carolina
$216K +$216K +2,785 New
RMAM
1265
Raab & Moskowitz Asset Management
New Jersey
$215K -$11.9K -154 -5%
CFGS
1266
Concourse Financial Group Securities
Alabama
$214K -$94.9K -1,222 -31%
PS
1267
Planned Solutions
California
$214K +$104K +1,345 +95%
SS
1268
Sunbelt Securities
Texas
$214K +$214K +2,754 New
WWM
1269
Wolff Wiese Magana
California
$213K +$13.7K +176 +7%
DAM
1270
Doheny Asset Management
California
$212K +$212K +2,726 New
BP
1271
Broadleaf Partners
Ohio
$211K +$211K +2,719 New
RC
1272
Reik & Co
New York
$210K +$210K +2,703 New
ACA
1273
Atlas Capital Advisors
Wyoming
$209K +$24.4K +314 +13%
ADL
1274
Asset Dedication LLC
California
$209K -$264K -3,375 -56%
CFA
1275
Capstone Financial Advisors
Illinois
$209K +$209K +2,687 New