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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
26.51%
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 %
AO
1551
Advisor OS
Illinois
– – -3,429 Closed
IF
1552
IRON Financial
Illinois
– – -3,357 Closed
WI
1553
WBI Investments
New Jersey
– – -3,315 Closed
EA
1554
Ellsworth Advisors
Ohio
– – -3,210 Closed
SC
1555
Sepio Capital
Utah
– – -3,055 Closed
FTUS
1556
Flow Traders U.S.
New York
– – -2,999 Closed
HKAM
1557
Horizon Kinetics Asset Management
New York
– – -2,943 Closed
CM
1558
Cohanzick Management
New York
– – -2,000 Closed
MIM
1559
Merrion Investment Management
New Jersey
– – -2,000 Closed
VCG
1560
Vantage Consulting Group
Virginia
– – -1,904 Closed
FCH
1561
Freestone Capital Holdings
Washington
– – -1,725 Closed
RWA
1562
Ropes Wealth Advisors
Massachusetts
– – -1,640 Closed
CDIA
1563
Capital Directions Investment Advisors
Georgia
– – -1,630 Closed
RWG
1564
Regal Wealth Group
California
– – -1,568 Closed
SIAG
1565
Signet Investment Advisory Group
Rhode Island
– – -1,300 Closed
BWA
1566
Burt Wealth Advisors
Maryland
– – -884 Closed
RPWA
1567
Regent Peak Wealth Advisors
Georgia
– – -805 Closed
SFG
1568
Sowa Financial Group
Rhode Island
– – -794 Closed
OPW
1569
Oxler Private Wealth
New York
– – -769 Closed
D
1570
Diversified
Delaware
– – -716 Closed
CAAS
1571
Capital Asset Advisory Services
Michigan
– – -522 Closed
MIM
1572
Meridiem Investment Management
United Kingdom
– – -500 Closed
BWM
1573
Birchcreek Wealth Management
Ohio
– – -450 Closed
FPFS
1574
First Personal Financial Services
North Carolina
– – -290 Closed
MCM
1575
McMillion Capital Management
North Carolina
– – -150 Closed
61 62
63
64 65