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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 %
ME
1401
McIlrath & Eck
Washington
$42K 538 +148 +38%
PFA
1402
Professional Financial Advisors
Nebraska
$41K 525 – –
SGAM
1403
Smith Group Asset Management
Texas
$41K 527 +77 +17%
AIG
1404
American International Group
New York
$40.1K 516,926 +81,838 +19%
SFA
1405
Semmax Financial Advisors
North Carolina
$40K 519 – –
FBT
1406
First Bank & Trust
South Dakota
$40K 521 +521 New
FFA
1407
Freedman Financial Associates
Massachusetts
$39K 500 -78 -13%
CWA
1408
Clearview Wealth Advisors
Oregon
$39K 506 +402 +387%
HCM
1409
Hilton Capital Management
New York
$39K 500 +500 New
HS
1410
Horan Securities
United States
$38K 490 -184 -27%
VBCG
1411
Valley Brook Capital Group
Pennsylvania
$36K 469 +62 +15%
BWA
1412
BDO Wealth Advisors
Florida
$36K 459 +404 +735%
BAM
1413
Barrett Asset Management
New York
$35K 450 -274 -38%
BMD
1414
Better Money Decisions
New Mexico
$35K 450 +450 New
RAM
1415
Riggs Asset Management
Pennsylvania
$34K 442 – –
NIC
1416
Northwest Investment Counselors
Oregon
$33K 425 +425 New
KFS
1417
Kelly Financial Services
Massachusetts
$32.2K 415 +291 +235%
OAJ
1418
Ogorek Anthony Joseph
New York
$32K 414 +84 +25%
AA
1419
AlphaMark Advisors
Kentucky
$31K 400 – –
SNT
1420
Security National Trust
West Virginia
$31K 401 – –
ARMC
1421
American Research & Management Company
Massachusetts
$31K 400 – –
TCWM
1422
Total Clarity Wealth Management
Illinois
$31K 400 +400 New
KFP
1423
KB Financial Partners
New Jersey
$30K 384 +384 New
FHC
1424
First Horizon Corporation
Tennessee
$29K 374 -7,524 -95%
ADIM
1425
Alpha DNA Investment Management
Maryland
$27K 368 -2 -0.5%
55 56
57
58 59