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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 %
WWM
1301
Wagner Wealth Management
South Carolina
$177K +$177K +2,285 New
BCA
1302
Berman Capital Advisors
Georgia
$174K +$9.67K +125 +6%
AA
1303
AlphaCentric Advisors
Puerto Rico
$172K -$4.9K -63 -3%
CCM
1304
Covington Capital Management
California
$172K +$6.6K +85 +4%
PWMG
1305
Prestige Wealth Management Group
New Jersey
$163K -$855 -11 -0.5%
MS
1306
Maven Securities
Jersey
$161K -$276K -3,550 -63%
FPS
1307
Fieldpoint Private Securities
Connecticut
$159K +$37.3K +480 +31%
IFA
1308
Interactive Financial Advisors
Illinois
$155K
ONST
1309
Old North State Trust
North Carolina
$152K +$152K +1,962 New
VNA
1310
Valley National Advisers
Pennsylvania
$151K +$25.8K +331 +21%
BWM
1311
BerganKDV Wealth Management
Minnesota
$150K -$24.8K -320 -14%
EWM
1312
Endurance Wealth Management
Rhode Island
$149K +$81.6K +1,049 +121%
CG
1313
Cutler Group
California
$140K -$6.74M -87,054 -98%
CWC
1314
Carolinas Wealth Consulting
North Carolina
$135K +$13.1K +169 +11%
GLLW
1315
Graves Light Lenhart Wealth
Virginia
$133K +$14.2K +182 +12%
Jones Financial Companies
1316
Jones Financial Companies
Missouri
$133K +$28.2K +363 +27%
BWM
1317
Baystate Wealth Management
Massachusetts
$131K +$623 +8 +0.5%
WP
1318
WealthShield Partners
North Carolina
$130K +$130K +1,684 New
CFO
1319
CVA Family Office
Colorado
$127K +$41.6K +534 +49%
LC
1320
Lindbrook Capital
California
$126K +$16K +207 +15%
EWM
1321
Edge Wealth Management
New York
$124K -$93K -1,200 -43%
First Manhattan
1322
First Manhattan
New York
$121K +$44.5K +575 +58%
VRM
1323
Vectors Research Management
New York
$117K +$107K +1,375 +1,074%
CWM
1324
Cranbrook Wealth Management
Michigan
$116K +$93.8K +1,210 +423%
CA
1325
Clearstead Advisors
Ohio
$115K +$11.2K +144 +11%