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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
BCM
351
BTC Capital Management
Iowa
$10.6M -$582K -6,117 -5%
KAS
352
Kestra Advisory Services
Texas
$10.6M +$1.39M +14,591 +15%
EARNEST Partners
353
EARNEST Partners
Georgia
$10.5M -$67.3K -707 -0.6%
Envestnet Portfolio Solutions
354
Envestnet Portfolio Solutions
Illinois
$10.5M -$1.6M -16,765 -13%
EMPI
355
Elo Mutual Pension Insurance
Finland
$10.5M -$467K -4,906 -4%
OPERF
356
Oregon Public Employees Retirement Fund
Oregon
$10.4M +$30.5K +320 +0.3%
LFAS
357
Level Four Advisory Services
Texas
$10.3M +$5.21M +54,776 +108%
AAS
358
Avantax Advisory Services
Texas
$10.2M +$2.83M +29,764 +40%
Allspring Global Investments
359
Allspring Global Investments
North Carolina
$9.98M +$2.49M +26,190 +34%
IIM
360
Intact Investment Management
Quebec, Canada
$9.95M -$1.56M -16,400 -14%
LBC
361
Lowe Brockenbrough & Co
Virginia
$9.95M -$28.7K -302 -0.3%
NRC
362
New Republic Capital
North Carolina
$9.93M +$9.42K +99 +0.1%
NA
363
NewEdge Advisors
Louisiana
$9.91M +$360K +3,777 +4%
Eagle Capital Management (New York)
364
Eagle Capital Management (New York)
New York
$9.89M -$2.3M -24,147 -19%
CTC (Chicago Trading Company)
365
CTC (Chicago Trading Company)
Illinois
$9.76M -$6.83M -71,738 -42%
GIBU
366
Gulf International Bank (UK)
United Kingdom
$9.76M -$299K -3,144 -3%
VFM
367
Viking Fund Management
North Dakota
$9.72M -$2.87M -30,150 -23%
SC
368
Scotia Capital
Ontario, Canada
$9.68M -$4.91M -51,553 -34%
LIP
369
Lighthouse Investment Partners
Florida
$9.6M +$9.41M +98,806 New
DCM
370
Dupont Capital Management
Delaware
$9.6M -$1.33M -13,931 -12%
KA
371
Kintegral Advisory
New York
$9.54M +$1.55M +16,286 +20%
MIF
372
Mediolanum International Funds
Ireland
$9.52M +$1.68M +17,651 +20%
GPSPJS
373
General Pension Society PZU Joint Stock
Poland
$9.46M
BMSSC
374
B. Metzler seel. Sohn & Co
Germany
$9.45M -$446K -4,682 -5%
GFG
375
Greystone Financial Group
Michigan
$9.39M -$880K -9,246 -9%