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Morgan Stanley

1,821 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 655 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 107

13% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 655

2% more funds holding

Funds holding: 1,7931,821 (+28)

3% more capital invested

Capital invested by funds: $128B → $131B (+$3.5B)

0.09% more ownership

Funds ownership: 83%83.09% (+0.09%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

13% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $3.57B

Holders
1,821
Holders Change
+28
Holders Change %
+1.56%
% of All Funds
26.3%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
167
Increased
738
Reduced
655
Closed
107
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
301
Optiver Holding
Netherlands
$15.5M +$15.1M +158,492 +23,446%
Brown Advisory
302
Brown Advisory
Maryland
$15.4M -$3.77M -39,635 -20%
William Blair & Company
303
William Blair & Company
Illinois
$15.4M -$641K -6,734 -4%
FNBT
304
FineMark National Bank & Trust
Florida
$15.3M +$211K +2,212 +1%
AP
305
Appleton Partners
Massachusetts
$15.3M -$467K -4,905 -3%
PAI
306
Pittenger & Anderson Inc
Nebraska
$15.2M -$9.52K -100 -0.1%
ECM
307
ExodusPoint Capital Management
New York
$15.1M +$14.8M +155,144 New
WB
308
WesBanco Bank
West Virginia
$15M +$520K +5,467 +4%
PP
309
Prudential plc
United Kingdom
$14.9M -$112K -1,172 -0.8%
GT
310
Glenmede Trust
Pennsylvania
$14.8M -$395K -4,145 -3%
Cetera Investment Advisers
311
Cetera Investment Advisers
Illinois
$14.8M -$6.71M -70,453 -31%
SA
312
Sanctuary Advisors
Indiana
$14.7M +$15.1M +158,689 New
TCM
313
Telos Capital Management
California
$14.6M +$106K +1,115 +0.7%
JCM
314
Janney Capital Management
Pennsylvania
$14.5M -$630K -6,613 -4%
SOADOR
315
State of Alaska Department of Revenue
Alaska
$14.4M -$43.8K -460 -0.3%
FAM
316
Fred Alger Management
New York
$14.2M +$780K +8,193 +6%
GC
317
Guggenheim Capital
Illinois
$14.2M -$3.3M -34,713 -19%
NAM
318
Nissay Asset Management
Japan
$14.1M +$291K +3,053 +2%
ATC
319
Argent Trust Co
Tennessee
$14M -$12.8K -134 -0.1%
Los Angeles Capital Management
320
Los Angeles Capital Management
California
$13.9M +$13M +136,485 +2,052%
APG Asset Management
321
APG Asset Management
Netherlands
$13.9M +$9.04M +95,000 +164%
EI
322
Ethic Inc
New York
$13.8M +$2.15M +22,537 +19%
Daiwa Securities Group
323
Daiwa Securities Group
Japan
$13.7M +$1.43M +15,019 +12%
SMDAM
324
Sumitomo Mitsui DS Asset Management
Japan
$13.7M +$500K +5,248 +4%
BF
325
BOK Financial
Oklahoma
$13.5M +$4.07M +42,756 +44%