We are live on ! Find out more
MS icon

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
MSU
376
Mizuho Securities USA
New York
$9.38M +$9.18M +96,483 New
CAM
377
Centre Asset Management
New York
$9.33M +$9.14M +95,988 New
AI
378
Atria Investments
North Carolina
$9.32M +$671K +7,054 +8%
Twin Tree Management
379
Twin Tree Management
Texas
$9.18M -$44M -462,230 -83%
SAM
380
Socorro Asset Management
Texas
$9.17M -$2.05M -21,548 -19%
HR
381
Howe & Rusling
New York
$9.17M +$142K +1,496 +2%
KRS
382
Kentucky Retirement Systems
Kentucky
$9.16M -$80.2K -842 -0.9%
IMRF
383
Illinois Municipal Retirement Fund
Illinois
$9.16M -$1.59M -16,718 -15%
Hotchkis & Wiley Capital Management
384
Hotchkis & Wiley Capital Management
California
$9.15M -$160K -1,680 -2%
BCI
385
Brinker Capital Investments
Pennsylvania
$8.96M -$122K -1,280 -1%
OPS
386
Orion Portfolio Solutions
Nebraska
$8.96M -$122K -1,280 -1%
BS
387
Banco Santander
Spain
$8.95M -$571 -6 -0%
AAIM
388
American Assets Investment Management
California
$8.94M
LWM
389
Lyell Wealth Management
California
$8.9M +$692K +7,270 +9%
FMI
390
F/M Investments
District of Columbia
$8.86M +$8.66M +90,989 New
BPC
391
Banque Pictet & Cie
Switzerland
$8.8M +$463K +4,864 +6%
MSRPS
392
Maryland State Retirement & Pension System
Maryland
$8.79M -$129K -1,351 -1%
Nomura Holdings
393
Nomura Holdings
Japan
$8.76M -$16.7M -174,947 -66%
Pacer Advisors
394
Pacer Advisors
Pennsylvania
$8.66M +$369K +3,874 +5%
Mirae Asset Global Investments
395
Mirae Asset Global Investments
South Korea
$8.65M -$14.6M -153,773 -63%
GAM
396
Groupama Asset Management
France
$8.62M +$970K +10,192 +13%
MPM
397
MBB Public Markets
Illinois
$8.39M +$8.22M +86,307 New
Grantham, Mayo, Van Otterloo & Co (GMO)
398
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.25M +$8.08M +84,867 New
CA
399
Cornerstone Advisors
North Carolina
$8.24M -$514K -5,400 -6%
AAM
400
Advisors Asset Management
Colorado
$8.23M +$89.1K +936 +1%