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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
HVIA
426
Hudson Valley Investment Advisors
New York
$7.07M -$936K -9,830 -11%
BA
427
Baugh & Associates
Georgia
$7.03M -$318K -3,345 -5%
JWBC
428
J.W. Burns & Co
New York
$7.02M -$217K -2,282 -3%
CJL
429
Cyrus J. Lawrence
New York
$7M +$4.47K +47 +0.1%
PAG
430
Private Advisor Group
New Jersey
$7M -$2.59M -27,161 -27%
SAM
431
Securian Asset Management
Minnesota
$6.99M -$175K -1,834 -2%
GAB
432
German American Bancorp
Indiana
$6.97M +$127K +1,334 +2%
LSERS
433
Louisiana State Employees Retirement System
Louisiana
$6.88M -$200K -2,100 -3%
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.85M +$1.46M +15,370 +28%
LIP
435
Liontrust Investment Partners
United Kingdom
$6.8M -$2.19M -23,000 -25%
HAI
436
Hennessy Advisors Inc
California
$6.75M -$305K -3,200 -4%
T. Rowe Price Investment Management
437
T. Rowe Price Investment Management
Maryland
$6.67M -$490M -5,146,784 -99%
MA
438
Montag & Associates
Georgia
$6.61M -$764K -8,026 -11%
CC
439
Carlson Capital
Texas
$6.57M +$2.67M +28,100 +71%
TC
440
TownSquare Capital
Utah
$6.57M +$446K +4,684 +7%
FLPIM
441
F.L. Putnam Investment Management
Massachusetts
$6.5M +$118K +1,241 +2%
LG
442
Leuthold Group
Minnesota
$6.5M +$6.36M +66,828 New
AFG
443
Albion Financial Group
Utah
$6.47M -$109K -1,150 -2%
Thrivent Financial for Lutherans
444
Thrivent Financial for Lutherans
Minnesota
$6.45M -$56.3M -591,013 -90%
BHWA
445
Beacon Harbor Wealth Advisors
Virginia
$6.43M +$6.29M +66,119 New
DA
446
DCM Advisors
New York
$6.4M -$770K -8,091 -11%
ISB
447
Iowa State Bank
Iowa
$6.39M +$124K +1,305 +2%
Lido Advisors
448
Lido Advisors
California
$6.36M +$306K +3,213 +5%
WPIC
449
White Pine Investment Company
Michigan
$6.34M -$1.1M -11,507 -15%
CI Investments Inc
450
CI Investments Inc
Ontario, Canada
$6.31M +$46.5K +488 +0.8%