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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 %
DAC
1326
Dividend Assets Capital
South Carolina
$114K +$51.1K +658 +81%
IBOK
1327
Independence Bank of Kentucky
Kentucky
$111K -$90K -1,158 -45%
GAM
1328
Grandview Asset Management
Pennsylvania
$109K +$109K +1,404 New
KFI
1329
Key Financial Inc
Pennsylvania
$107K +$2.24K +29 +2%
SCM
1330
Silvant Capital Management
Georgia
$105K
GG
1331
Gleason Group
Kentucky
$102K +$544 +7 +0.5%
AWA
1332
Arkadios Wealth Advisors
Georgia
$102K +$60.3K +783 +144%
BC
1333
Burleson & Co
California
$102K +$102K +1,313 New
MLFP
1334
MPS Loria Financial Planners
Illinois
$96K +$387 +5 +0.4%
PWM
1335
Prentice Wealth Management
New York
$95K +$95K +1,222 New
Kayne Anderson Rudnick Investment Management
1336
Kayne Anderson Rudnick Investment Management
California
$94K -$1.93K -25 -2%
EWA
1337
Evolution Wealth Advisors
Florida
$94K
BFC
1338
Bedel Financial Consulting
Indiana
$93K
PMFA
1339
Plante Moran Financial Advisors
Michigan
$88K +$58.8K +753 +201%
RMC
1340
Resources Management Corp
Connecticut
$86K +$2.56K +33 +3%
HCP
1341
Hexagon Capital Partners
Arkansas
$86K +$24.7K +320 +40%
Q
1342
QVR
California
$86K +$86K +1,105 New
WPA
1343
West Paces Advisors
Georgia
$85K
CAL
1344
Capital Advisors Ltd
Ohio
$84K
FA
1345
Fortis Advisors
Pennsylvania
$84K +$389 +5 +0.5%
GRP
1346
Global Retirement Partners
California
$84K +$8.55K +110 +11%
SIM
1347
Sonora Investment Management
Arizona
$82K +$4.28K +55 +6%
BHWM
1348
Bay Harbor Wealth Management
Maryland
$80K -$18.2K -236 -19%
TWM
1349
Tradition Wealth Management
Minnesota
$79K
FNBOSM
1350
First National Bank of South Miami
Florida
$78K