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Morgan Stanley

1,536 hedge funds and large institutions have $144B invested in Morgan Stanley in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 582 increasing their positions, 606 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
+31
Holders Change %
+2.06%
% of All Funds
26.82%
Holding in Top 10
58
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-18.31%
% of All Funds
1.01%
New
143
Increased
582
Reduced
606
Closed
95
Calls
$2.59B
Puts
$3.46B
Net Calls
-$865M
Net Calls Change
+$138M
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
1476
TrustCore Financial Services
Tennessee
$26K +$26K +282 New
PP
1477
Pacifica Partners
Canada
$24K
PSB
1478
Piscataqua Savings Bank
New Hampshire
$24K
PCM
1479
Penserra Capital Management
California
$22K +$22K +250 New
AAP
1480
Arax Advisory Partners
Colorado
$21K +$21K +227 New
AA
1481
Addison Advisors
Vermont
$21K +$21K +232 New
SWM
1482
Sugarloaf Wealth Management
Georgia
$19K -$2.86K -31 -13%
PWA
1483
Phoenix Wealth Advisors
North Carolina
$19K
CAM
1484
Costello Asset Management
Pennsylvania
$18K
NC
1485
NewSquare Capital
Pennsylvania
$18K
SC
1486
Solstein Capital
California
$18K +$18K +195 New
CP
1487
Castleview Partners
Texas
$18K +$18K +200 New
CPWM
1488
Cypress Point Wealth Management
Texas
$18K +$18K +200 New
SQA
1489
Simon Quick Advisors
New Jersey
$17K +$7.87K +88 +86%
SIS
1490
Sound Income Strategies
Florida
$17K +$10K +110 +143%
SL
1491
Savior LLC
Massachusetts
$16K -$13.5K -151 -46%
HDIM
1492
Hanson & Doremus Investment Management
Vermont
$15K -$337 -7 -2%
SCA
1493
Stuart Chaussee & Associates
California
$15K
PA
1494
Perennial Advisors
New York
$15K
FPB
1495
First PREMIER Bank
South Dakota
$14K
TCM
1496
Tradewinds Capital Management
Washington
$14K
MFT
1497
Moisand Fitzgerald Tamayo
Florida
$14K +$3.61K +40 +35%
FRA
1498
Front Row Advisors
California
$13K -$203 -2 -2%
HWM
1499
Holloway Wealth Management
Florida
$13K
IF
1500
Ironwood Financial
Arizona
$12K