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Morgan Stanley

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
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
1251
CVA Family Office
Colorado
$260K +$111K +1,207 +74%
BO
1252
Bank OZK
Arkansas
$259K
RWB
1253
RMR Wealth Builders
New Jersey
$259K
TW
1254
TrinityPoint Wealth
Connecticut
$258K +$258K +2,810 New
WWM
1255
Wolff Wiese Magana
California
$255K +$3.31K +36 +1%
GI
1256
Gradient Investments
Minnesota
$255K +$14.7K +160 +6%
SIA
1257
SkyView Investment Advisors
New Jersey
$254K
VCG
1258
Vantage Consulting Group
Virginia
$254K +$254K +2,774 New
PS
1259
Planned Solutions
California
$253K
AFS
1260
Annapolis Financial Services
Maryland
$252K -$169K -1,842 -40%
CIS
1261
Capital International Sarl
California
$252K -$27K -294 -10%
CWM
1262
Cornerstone Wealth Management
Missouri
$252K +$6.68K +73 +3%
WCM
1263
Wedge Capital Management
North Carolina
$251K -$52.4K -571 -17%
CDH
1264
Charles D. Hyman
$251K -$25.9K -282 -9%
HWMG
1265
Hurlow Wealth Management Group
Indiana
$250K -$9.08K -99 -4%
DAM
1266
Doheny Asset Management
California
$250K
CFA
1267
Capstone Financial Advisors
Illinois
$250K +$3.4K +37 +1%
AA
1268
Argent Advisors
Louisiana
$249K -$12.4K -135 -5%
BP
1269
Broadleaf Partners
Ohio
$249K
ACA
1270
Atlas Capital Advisors
Wyoming
$249K +$1.93K +21 +0.8%
CFN
1271
Cordasco Financial Network
Florida
$248K -$163K -1,776 -40%
RC
1272
Reik & Co
New York
$248K
RIA
1273
Realta Investment Advisors
Delaware
$248K +$248K +2,700 New
CIC
1274
Carnegie Investment Counsel
Ohio
$248K +$248K +2,704 New
WAM
1275
Weatherly Asset Management
California
$246K