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 %
ACM
1526
Alethea Capital Management
Washington
– – -28,363 Closed
MCA
1527
Mendon Capital Advisors
Florida
– – -25,000 Closed
CAIMH
1528
Central Asset Investments & Management Holdings
Hong Kong
– – -18,133 Closed
ABC
1529
Associated Banc-Corp
Wisconsin
– – -17,900 Closed
CLCM
1530
Crawford Lake Capital Management
New Jersey
– – -17,033 Closed
S
1531
swisspartners
Liechtenstein
– – -16,625 Closed
ER
1532
Enlightenment Research
Florida
– – -15,100 Closed
HT
1533
HighTower Trust
Texas
– – -14,757 Closed
FMWA
1534
Forvis Mazars Wealth Advisors
Missouri
– – -14,694 Closed
PIC
1535
PCJ Investment Counsel
Ontario, Canada
– – -12,500 Closed
MCL
1536
MIK Capital LP
New York
– – -11,361 Closed
CSPIA
1537
Cary Street Partners Investment Advisory
Virginia
– – -11,179 Closed
LJAC
1538
L.J. Altfest & Co
New York
– – -11,002 Closed
VFPI
1539
Vantage Financial Partners (Illinois)
Illinois
– – -8,700 Closed
VHAM
1540
Van Hulzen Asset Management
California
– – -7,508 Closed
NPF
1541
Norris Perne & French
Michigan
– – -6,848 Closed
AA
1542
AQR Arbitrage
Connecticut
– – -6,673 Closed
RIA
1543
Regal Investment Advisors
Michigan
– – -6,101 Closed
WC
1544
Weil Company
California
– – -5,468 Closed
PFM
1545
Premier Fund Managers
United Kingdom
– – -5,300 Closed
NC
1546
NBW Capital
Massachusetts
– – -5,298 Closed
LHC
1547
Little House Capital
Massachusetts
– – -5,073 Closed
HPCM
1548
Hunter Perkins Capital Management
Illinois
– – -5,000 Closed
LCS
1549
Levin Capital Strategies
New York
– – -4,000 Closed
DWM
1550
Dorchester Wealth Management
Quebec, Canada
– – -4,000 Closed
60 61
62
63 64