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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
SQA
501
Simon Quick Advisors
New Jersey
$4.63M +$113K +1,182 +3%
First Manhattan
502
First Manhattan
New York
$4.62M -$13.7K -144 -0.3%
HWM
503
HB Wealth Management
Georgia
$4.59M +$253K +2,658 +6%
SFA
504
Sequoia Financial Advisors
Ohio
$4.55M +$351K +3,690 +9%
NIM
505
NEOS Investment Management
Connecticut
$4.53M +$1.42M +14,940 +47%
IFAM
506
Institutional & Family Asset Management
Colorado
$4.53M -$123K -1,291 -3%
SF
507
Summit Financial
New Jersey
$4.52M +$1.79M +18,829 +68%
TW
508
Trajan Wealth
Arizona
$4.51M -$24.2K -254 -0.5%
CL
509
Choreo LLC
Illinois
$4.51M +$3.84M +40,355 +757%
CCG
510
Ceeto Capital Group
Florida
$4.5M
FNBOO
511
First National Bank of Omaha
Nebraska
$4.5M +$1.06M +11,119 +32%
ADIM
512
Alpha DNA Investment Management
Maryland
$4.49M +$2.23M +23,387 +102%
EF
513
Empowered Funds
Pennsylvania
$4.45M +$1.02M +10,765 +31%
VHAM
514
Van Hulzen Asset Management
California
$4.42M -$689K -7,242 -14%
TIP
515
Torray Investment Partners
Maryland
$4.36M +$20.3K +213 +0.5%
LW
516
Linscomb Wealth
Texas
$4.34M -$7.04K -74 -0.2%
GWMIA
517
Global Wealth Management Investment Advisory
Florida
$4.34M +$95.7K +1,005 +2%
SW
518
SkyOak Wealth
Michigan
$4.33M -$77.5K -814 -2%
NB
519
Norinchukin Bank
Japan
$4.31M +$14.5K +152 +0.3%
CG
520
Caprock Group
Idaho
$4.31M +$2.4M +25,169 +131%
PWMAG
521
Pinnacle Wealth Management Advisory Group
New Jersey
$4.31M +$156K +1,634 +4%
LM
522
Lincluden Management
Ontario, Canada
$4.3M -$11.1K -117 -0.3%
EF
523
Empirical Finance
Pennsylvania
$4.29M -$402K -4,221 -9%
CA
524
Cullinan Associates
Kentucky
$4.26M +$817K +8,579 +24%
HCM
525
Hodges Capital Management
Texas
$4.23M +$147K +1,543 +4%