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Morgan Stanley
MS

Overview Fund Activity

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.

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

Top Buyers

1
State Street
1
State Street
Massachusetts
$10.3B
2
BlackRock
2
BlackRock
New York
$9.27B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.04B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.47B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.4B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.35B
2
VH
2
ValueAct Holdings
California
$0
3
GA
3
Greenhaven Associates
New York
$442M
4
Franklin Resources
4
Franklin Resources
California
$451M
5
Invesco
5
Invesco
Georgia
$954M
Name Market Value Shares Shares
Change 		Shares
Change %
UFF
1351
USA Financial Formulas
Michigan
$76K 978 -262 -21%
WR
1352
WD Rutherford
Oregon
$76K 975 +420 +76%
GFPC
1353
Global Financial Private Client
Florida
$75.4K 964 – –
FCMT
1354
Founders Capital Management (Texas)
Texas
$74K 951 +3 +0.3%
JCM
1355
Jacobi Capital Management
Pennsylvania
$72K 931 +191 +26%
CWM
1356
Cedar Wealth Management
California
$72K 922 +922 New
FCFS
1357
First Command Financial Services
Texas
$72K 928 +928 New
FCB
1358
First Command Bank
Texas
$72K 928 +928 New
LWA
1359
Lenox Wealth Advisors
New York
$71K 912 -1,421 -61%
SFSIG
1360
San Francisco Sentry Investment Group
California
$70K 897 – –
WIM
1361
Westside Investment Management
California
$69.9K 900 -100 -10%
TFO
1362
Tarbox Family Office
California
$68K 882 -2 -0.2%
SLF
1363
Sun Life Financial
Ontario, Canada
$68K 874 +28 +3%
FMII
1364
Farmers & Merchants Investments Inc
Nebraska
$67K 862 – –
AWM
1365
AllSquare Wealth Management
New York
$64K 827 +42 +5%
CBT
1366
CoreFirst Bank & Trust
Kansas
$63K 811 – –
GWS
1367
Glassman Wealth Services
Virginia
$63K 816 +49 +6%
TFGT
1368
TS Financial Group (TSFG)
Illinois
$63K 812 +100 +14%
SWA
1369
Sutton Wealth Advisors
Florida
$62.8K 809 +3 +0.4%
BDWM
1370
Brewin Dolphin Wealth Management
Ireland
$62.1K 800 – –
PCC
1371
Park Circle Company
Maryland
$62K 800 – –
CLOS
1372
Compagnie Lombard Odier SCmA
Switzerland
$62K 800 – –
RFA
1373
Reilly Financial Advisors
California
$62K 793 +52 +7%
SCA
1374
Stonebridge Capital Advisors
Minnesota
$61K 780 +780 New
ECM
1375
Estabrook Capital Management
New York
$59.8K 770 -350 -31%
53 54
55
56 57