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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
VC
551
Vestor Capital
Illinois
$3.65M -$76.1K -799 -2%
OAM
552
Occidental Asset Management
California
$3.64M +$138K +1,453 +4%
IAA
553
Independent Advisor Alliance
North Carolina
$3.61M +$28.8K +303 +0.8%
RCM
554
RNC Capital Management
California
$3.59M +$220K +2,308 +7%
CTC
555
Central Trust Company
Missouri
$3.59M -$655K -6,876 -16%
PP
556
Patten & Patten
Tennessee
$3.58M +$4.95K +52 +0.1%
USAA
557
United Services Automobile Association
Texas
$3.57M -$253K -2,658 -7%
IWC
558
Integrated Wealth Concepts
Massachusetts
$3.53M +$218K +2,290 +7%
GWM
559
Geneos Wealth Management
Colorado
$3.51M +$94.8K +996 +3%
AIMC
560
Alley Investment Management Company
Illinois
$3.5M
NS
561
NBC Securities
Alabama
$3.47M +$167K +1,757 +5%
SCA
562
Sandy Cove Advisors
Massachusetts
$3.47M +$20.5K +215 +0.6%
MIA
563
MainStreet Investment Advisors
Illinois
$3.46M -$482K -5,063 -12%
SCP
564
Shorepoint Capital Partners
Massachusetts
$3.44M +$113K +1,190 +3%
LSAG
565
Lake Street Advisors Group
New Hampshire
$3.44M +$27.1K +285 +0.8%
FNT
566
First National Trust
Pennsylvania
$3.44M -$47.1K -495 -1%
AWM
567
Axxcess Wealth Management
California
$3.43M +$541K +5,679 +19%
SFI
568
Siemens Fonds Invest
Germany
$3.4M +$8.28K +87 +0.2%
SPC
569
Sigma Planning Corp
Michigan
$3.4M -$443K -4,649 -12%
CIS
570
Capital International Sarl
California
$3.39M +$114K +1,201 +4%
P
571
Pitcairn
Pennsylvania
$3.38M +$84.4K +887 +3%
SIG
572
Stonegate Investment Group
Alabama
$3.37M -$132K -1,391 -4%
KFP
573
KMG Fiduciary Partners
Ohio
$3.36M -$59.4K -624 -2%
SGDR
574
SPX Gestao de Recursos
Brazil
$3.35M -$7.91M -83,110 -71%
SWM
575
Sculati Wealth Management
Michigan
$3.34M -$62.4K -655 -2%