MS icon

Morgan Stanley

1,577 hedge funds and large institutions have $149B invested in Morgan Stanley in 2021 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 550 increasing their positions, 659 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,577
Holders Change
+41
Holders Change %
+2.67%
% of All Funds
27.7%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.12%
New
134
Increased
550
Reduced
659
Closed
74
Calls
$2.57B
Puts
$4.82B
Net Calls
-$2.26B
Net Calls Change
-$1.39B
Name Holding Trade Value Shares
Change
Shares
Change %
FBT
1501
First Bank & Trust
South Dakota
$38K
BAM
1502
Baldrige Asset Management
Pennsylvania
$38K
CPC
1503
Consolidated Planning Corp
Georgia
$38K +$38K +386 New
KFS
1504
Kelly Financial Services
Massachusetts
$37K -$3.67M -37,666 -99%
HIM
1505
Hillsdale Investment Management
Ontario, Canada
$35K -$23.3K -240 -40%
PMFA
1506
Plante Moran Financial Advisors
Michigan
$34K -$7.89K -81 -19%
TFS
1507
TrustCore Financial Services
Tennessee
$33K +$5.55K +57 +20%
JMF
1508
Johnson Midwest Financial
Iowa
$32K
MGIM
1509
M&G Investment Management
United Kingdom
$31.6K -$11.2K -115,720 -26%
JPLA
1510
Joseph P. Lucia & Associates
New York
$31K -$9.75K -100 -24%
ACM
1511
AUA Capital Management
Pennsylvania
$31K
CPA
1512
Cowen Prime Advisors
New York
$31K
HDIM
1513
Hanson & Doremus Investment Management
Vermont
$31K +$680 +7 +2%
MCM
1514
MV Capital Management
Maryland
$30K
RA
1515
Resolute Advisors
California
$30K
MCM
1516
Manchester Capital Management
Vermont
$29K -$8.83K -91 -23%
ICM
1517
Islay Capital Management
Texas
$29K
PCM
1518
Penserra Capital Management
California
$29K +$4.83K +50 +20%
PP
1519
Pacifica Partners
Canada
$28K
COCM
1520
Charter Oak Capital Management
New Hampshire
$27K
GM
1521
GeoWealth Management
Illinois
$26K -$59.8K -635 -70%
PSB
1522
Piscataqua Savings Bank
New Hampshire
$26K
HA
1523
Herold Advisors
New York
$24K +$24K +250 New
AA
1524
Addison Advisors
Vermont
$23K
PWA
1525
Phoenix Wealth Advisors
North Carolina
$21K