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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 %
JGIA
1501
Jackson Grant Investment Advisers
Connecticut
$12K
FFG
1502
Ford Financial Group
California
$11K +$11K +123 New
IUHSA
1503
Itau Unibanco Holding S.A.
Brazil
$10K -$9.08M -99,890 -100%
WLPWM
1504
Walled Lake Planning & Wealth Management
Illinois
$10K
LWANC
1505
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K
LWA
1506
Lowe Wealth Advisors
Maryland
$9K
GCM
1507
Gables Capital Management
Florida
$9K
JWA
1508
JFS Wealth Advisors
Pennsylvania
$8K
TF
1509
TimeScale Financial
Massachusetts
$8K
GA
1510
GoalVest Advisory
New York
$8K +$6.55K +68 +453%
AWM
1511
Activest Wealth Management
Florida
$8K +$8K +90 New
Walleye Capital
1512
Walleye Capital
New York
$7.73K +$354 +3,866 +5%
KFP
1513
KB Financial Partners
New Jersey
$7K -$30.3K -312 -81%
AWM
1514
Accel Wealth Management
Iowa
$7K
AS
1515
Altshuler Shaham
Israel
$7K +$7K +77 New
HF
1516
Halpern Financial
Virginia
$6.14K
AP
1517
Atwood & Palmer
Missouri
$6K -$17.1K -200 -74%
HFA
1518
Hoover Financial Advisors
Pennsylvania
$6K -$3.38K -36 -36%
KJHP
1519
K.J. Harrison & Partners
Ontario, Canada
$5.08K +$716 +7,800 +16%
LWM
1520
Liberty Wealth Management
California
$5K -$4.46K -50 -47%
JIR
1521
James Investment Research
Ohio
$4K
JFA
1522
JNBA Financial Advisors
Minnesota
$4K
BAM
1523
Bellevue Asset Management
Washington
$4K
TFM
1524
TFC Financial Management
Massachusetts
$4K
DWMG
1525
DB Wealth Management Group
California
$4K