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Morgan Stanley
MS

Overview Fund Activity

1,359 hedge funds and large institutions have $110B invested in Morgan Stanley in 2020 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 598 increasing their positions, 319 reducing their positions, and 81 closing their positions.

Holders
1,359
Holders Change
+219
Holders Change %
+19.21%
% of All Funds
24.12%
Holding in Top 10
56
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+69.7%
% of All Funds
0.99%
New
313
Increased
598
Reduced
319
Closed
81
Calls
$2.55B
Puts
$3.23B
Net Calls
-$676M
Net Calls Change
-$247M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.05B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.92B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.47B
4
BlackRock
4
BlackRock
New York
$7.51B
5
Primecap Management
5
Primecap Management
California
$827M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$131M
2
VH
2
ValueAct Holdings
California
$568M
3
Invesco
3
Invesco
Georgia
$1.02B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$86.2M
5
EIP
5
Easterly Investment Partners
Massachusetts
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
1326
Lowe Wealth Advisors
Maryland
$7K 100 – –
ST
1327
Sageworth Trust
Pennsylvania
$7K 100 – –
MFT
1328
Moisand Fitzgerald Tamayo
Florida
$7K 100 – –
GCM
1329
Gables Capital Management
Florida
$7K 100 – –
LWM
1330
Liberty Wealth Management
California
$7K 106 +1 +1%
CWA
1331
Clearview Wealth Advisors
Oregon
$7K 104 +104 New
TF
1332
TimeScale Financial
Massachusetts
$6K 84 +58 +223%
JWA
1333
JFS Wealth Advisors
Pennsylvania
$6K 85 +85 New
FM
1334
Family Management
New York
$6K 88 +88 New
CBT
1335
Central Bank & Trust
Kentucky
$5K 68 – –
CL
1336
COWA LLC
Oklahoma
$5K 64 +64 New
BWA
1337
BDO Wealth Advisors
Florida
$4K 55 – –
TF
1338
Tompkins Financial
New York
$4K 62 +62 New
JFA
1339
JNBA Financial Advisors
Minnesota
$3K 40 – –
TFM
1340
TFC Financial Management
Massachusetts
$3K 39 – –
BAM
1341
Bellevue Asset Management
Washington
$3K 44 +4 +10%
DWMG
1342
DB Wealth Management Group
California
$3K 43 +43 New
WB
1343
Webster Bank
Connecticut
$2K 36 -1,046 -97%
GC
1344
Globeflex Capital
California
$2K 36 – –
APW
1345
Acima Private Wealth
Virginia
$2K 26 – –
CAM
1346
ClariVest Asset Management
California
$2K 33 +10 +43%
SIAG
1347
Safeguard Investment Advisory Group
California
$2K 32 +32 New
NFSG
1348
Newbridge Financial Services Group
Florida
$1K 8 -183 -96%
SIS
1349
Sound Income Strategies
Florida
$1K 19 – –
SJIM
1350
St. Johns Investment Management
Florida
$1K 19 – –
52 53
54
55 56