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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
IP
451
Interval Partners
New York
$6.29M +$6.16M +64,703 New
HT
452
Heritage Trust
Oklahoma
$6.29M +$221K +2,320 +4%
BCV
453
Banque Cantonale Vaudoise
Switzerland
$6.21M -$1.13M -11,915 -16%
NMERB
454
New Mexico Educational Retirement Board
New Mexico
$6.19M
PWP
455
Private Wealth Partners
California
$5.81M +$642K +6,749 +13%
CCP
456
Cunning Capital Partners
North Carolina
$5.72M
BCM
457
Becker Capital Management
Oregon
$5.7M -$27.4K -288 -0.5%
XWM
458
Xcel Wealth Management
Florida
$5.66M -$63.8K -670 -1%
CCM
459
Coldstream Capital Management
Washington
$5.66M +$116K +1,215 +2%
HAG
460
HighPoint Advisor Group
Illinois
$5.61M +$1.58M +16,547 +44%
DZ Bank
461
DZ Bank
Germany
$5.61M -$139M -1,465,435 -96%
AG
462
AlTi Global
New York
$5.58M -$2.3M -24,142 -30%
FHB
463
First Hawaiian Bank
Hawaii
$5.57M +$91.9K +965 +2%
Assenagon Asset Management
464
Assenagon Asset Management
Luxembourg
$5.52M -$252K -2,645 -4%
AAM
465
Aureus Asset Management
Massachusetts
$5.5M -$31.2K -328 -0.6%
GA
466
Geller Advisors
New York
$5.48M -$8.95K -94 -0.2%
SEC
467
Seven Eight Capital
New York
$5.41M +$5.3M +55,705 New
HNB
468
Huntington National Bank
Ohio
$5.41M +$224K +2,356 +4%
TL
469
Tradewinds LLC
North Carolina
$5.36M +$5.25M +55,152 New
BAMF
470
BI Asset Management Fondsmaeglerselskab
Denmark
$5.34M +$660K +6,933 +14%
SF
471
Synovus Financial
Georgia
$5.32M -$128K -1,348 -2%
TSW
472
Thompson Siegel & Walmsley
Virginia
$5.29M -$5.02M -52,750 -49%
OSNBOA
473
Old Second National Bank of Aurora
Illinois
$5.27M -$98K -1,030 -2%
MYLI
474
Meiji Yasuda Life Insurance
Japan
$5.25M +$336K +3,525 +7%
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$5.19M -$385K -4,040 -7%