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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
Walleye Capital
326
Walleye Capital
New York
$13.4M +$10.9M +114,098 +472%
CII
327
Capital International Inc
California
$13.2M -$252K -2,647 -2%
OHIS
328
Oak Harvest Investment Services
Texas
$13.1M +$670K +7,034 +6%
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$13.1M -$577K -6,064 -4%
Kovitz Investment Group Partners
330
Kovitz Investment Group Partners
Illinois
$13M +$1.99M +20,883 +19%
KPWS
331
Kestra Private Wealth Services
Texas
$13M +$1.07M +11,236 +9%
OC
332
Oppenheimer & Co
New York
$12.9M +$196K +2,064 +2%
Cambridge Investment Research Advisors
333
Cambridge Investment Research Advisors
Iowa
$12.8M -$3.1M -32,581 -20%
GWM
334
Greenwich Wealth Management
Connecticut
$12.7M -$809K -8,497 -6%
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$12.7M +$556K +5,840 +5%
ACA
336
Aptus Capital Advisors
Alabama
$12M +$2.79M +29,323 +31%
CAPTRUST Financial Advisors
337
CAPTRUST Financial Advisors
North Carolina
$11.9M -$952 -10 -0%
GIM
338
Grassi Investment Management
California
$11.7M
IG
339
ING Group
Netherlands
$11.6M -$179K -1,885 -2%
Wealthfront Advisers
340
Wealthfront Advisers
California
$11.6M +$2.22M +23,300 +24%
NPT
341
Nixon Peabody Trust
Massachusetts
$11.2M -$99.9K -1,049 -0.9%
AQR Capital Management
342
AQR Capital Management
Connecticut
$11.1M +$2.82M +29,575 +35%
CAL
343
Capital Analysts LLC
Pennsylvania
$11M +$361K +3,788 +3%
VPIM
344
Vanguard Personalized Indexing Management
California
$10.9M +$1.82M +19,125 +20%
AIM
345
Achmea Investment Management
Netherlands
$10.9M -$324K -3,400 -3%
BCAM
346
Boston Common Asset Management
Massachusetts
$10.8M +$299K +3,142 +3%
IC
347
IEQ Capital
California
$10.8M +$608K +6,389 +6%
SH
348
Svenska Handelsbanken
Sweden
$10.8M
CAM
349
Cresset Asset Management
Illinois
$10.7M +$2.25M +23,649 +27%
ECM
350
Element Capital Management
New York
$10.7M +$10.5M +110,048 New