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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
Balyasny Asset Management
476
Balyasny Asset Management
Illinois
$5.15M -$4.13M -43,360 -45%
AWS
477
Atria Wealth Solutions
New York
$5.15M -$292K -3,071 -5%
MWM
478
Moran Wealth Management
Florida
$5.14M +$5.03M +52,838 New
FIA
479
Foundations Investment Advisors
Arizona
$5.13M -$368K -3,861 -7%
TCA
480
Trifecta Capital Advisors
Illinois
$5.13M -$33.8K -355 -0.7%
LSWM
481
Lorne Steinberg Wealth Management
Canada
$5.12M -$20K -210 -0.4%
RIM
482
Rakuten Investment Management
Japan
$5.07M +$1.85M +19,440 +58%
SPIA
483
Steward Partners Investment Advisory
New York
$5.05M -$2.26M -23,787 -31%
EOJOAM
484
E. Ohman J:or Asset Management
Sweden
$5.04M +$152K +1,600 +3%
MGP
485
Metis Global Partners
California
$5.04M -$44.4K -466 -0.9%
CIG
486
Consolidated Investment Group
Colorado
$5.01M
PA
487
Parallel Advisors
California
$5.01M -$161K -1,688 -3%
IMCOOI
488
Investment Management Corp of Ontario (IMCO)
Canada
$4.98M +$714K +7,500 +17%
CWP
489
Cyndeo Wealth Partners
Florida
$4.97M +$988K +10,378 +25%
TRCT
490
Tower Research Capital (TRC)
New York
$4.95M +$1.04M +10,878 +27%
Verition Fund Management
491
Verition Fund Management
Connecticut
$4.89M +$1.72M +18,119 +56%
AIP
492
Ameritas Investment Partners
Nebraska
$4.82M +$857 +9 +0%
IIM
493
INTECH Investment Management
Florida
$4.8M -$2.4M -25,193 -34%
BP
494
Ballentine Partners
Massachusetts
$4.78M +$14.1K +148 +0.3%
JWM
495
Jupiter Wealth Management
Colorado
$4.74M -$160K -1,680 -4%
ERWM
496
Elk River Wealth Management
Colorado
$4.72M +$41.1K +432 +0.9%
VIM
497
Vinva Investment Management
Australia
$4.69M +$1.01M +10,604 +28%
TIAA Trust, National Association
498
TIAA Trust, National Association
North Carolina
$4.66M -$20K -210 -0.4%
GT
499
Glenview Trust
Kentucky
$4.65M -$124K -1,301 -3%
JIC
500
Joel Isaacson & Co
New York
$4.65M +$18.4K +193 +0.4%