MS icon

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
26.51%
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 %
FP
1451
Fiduciary Planning
Florida
$16K 207 +1 +0.5%
MSFP
1452
Mark Sheptoff Financial Planning
Connecticut
$16K 200 +200 New
NC
1453
NewSquare Capital
Pennsylvania
$15K 198 – –
MCC
1454
Money Concepts Capital
Florida
$15K 197 +197 New
GIA
1455
Goodwin Investment Advisory
Georgia
$14K 175 +175 New
PA
1456
Perennial Advisors
New York
$13K 168 – –
SCA
1457
Stuart Chaussee & Associates
California
$13K 167 +167 New
FPB
1458
First PREMIER Bank
South Dakota
$12K 156 – –
TCM
1459
Tradewinds Capital Management
Washington
$12K 150 – –
MF
1460
Manchester Financial
California
$11K 138 – –
FRA
1461
Front Row Advisors
California
$10K 130 – –
IF
1462
Ironwood Financial
Arizona
$10K 128 – –
JGIA
1463
Jackson Grant Investment Advisers
Connecticut
$10K 127 +127 New
RWM
1464
RBA Wealth Management
California
$9.66K 124 +124 New
MFT
1465
Moisand Fitzgerald Tamayo
Florida
$9K 115 +15 +15%
FMTCOCP
1466
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K 104 – –
LWANC
1467
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K 104 – –
GCM
1468
Gables Capital Management
Florida
$8K 100 – –
ST
1469
Sageworth Trust
Pennsylvania
$8K 100 – –
LWA
1470
Lowe Wealth Advisors
Maryland
$8K 100 – –
WLPWM
1471
Walled Lake Planning & Wealth Management
Illinois
$8K 105 – –
BAMG
1472
Brand Asset Management Group
Missouri
$8K 100 +100 New
HFA
1473
Hoover Financial Advisors
Pennsylvania
$8K 100 +100 New
CAC
1474
Certified Advisory Corp
Florida
$8K 100 +100 New
SQA
1475
Simon Quick Advisors
New Jersey
$7K 102 -59 -37%
57 58
59
60 61