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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 %
TF
1476
TimeScale Financial
Massachusetts
$7K 84 – –
JWA
1477
JFS Wealth Advisors
Pennsylvania
$7K 85 – –
LWM
1478
Liberty Wealth Management
California
$7K 106 – –
Walleye Capital
1479
Walleye Capital
New York
$6.25K 80,464 +80,464 New
CIA
1480
CSat Investment Advisory
Michigan
$6K 78 -24 -24%
AWM
1481
Accel Wealth Management
Iowa
$6K 80 +80 New
SIS
1482
Sound Income Strategies
Florida
$5.98K 77 +58 +305%
HF
1483
Halpern Financial
Virginia
$5.2K 67 +67 New
CBT
1484
Central Bank & Trust
Kentucky
$5K 68 – –
FGAM
1485
Financial Gravity Asset Management
Texas
$4.45K 57 +43 +307%
JFA
1486
JNBA Financial Advisors
Minnesota
$3K 40 – –
BAM
1487
Bellevue Asset Management
Washington
$3K 44 – –
GC
1488
Globeflex Capital
California
$3K 36 – –
CAM
1489
ClariVest Asset Management
California
$3K 33 – –
TFM
1490
TFC Financial Management
Massachusetts
$3K 39 – –
DWMG
1491
DB Wealth Management Group
California
$3K 43 – –
WB
1492
Webster Bank
Connecticut
$3K 36 – –
JIR
1493
James Investment Research
Ohio
$3K 39 +39 New
APW
1494
Acima Private Wealth
Virginia
$2K 26 – –
NFSG
1495
Newbridge Financial Services Group
Florida
$1K 8 – –
SJIM
1496
St. Johns Investment Management
Florida
$1K 19 – –
FCAS
1497
First Command Advisory Services
Texas
$1K 18 – –
ANBT
1498
American National Bank & Trust
Texas
$1K 7 +7 New
GA
1499
GoalVest Advisory
New York
$1K 15 +15 New
BBHC
1500
Brown Brothers Harriman & Co
New York
$813 10,468 -1,526 -13%
58 59
60
61 62