We are live on ! Find out more
MS icon

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
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$216M -$3.27M -34,373 -2%
Marshall Wace
52
Marshall Wace
United Kingdom
$202M +$167M +1,753,024 +531%
National Pension Service
53
National Pension Service
South Korea
$202M +$1.8M +18,952 +0.9%
Ensign Peak Advisors
54
Ensign Peak Advisors
Utah
$201M -$20.2M -212,331 -9%
Fayez Sarofim & Co
55
Fayez Sarofim & Co
Texas
$200M +$85.6M +899,359 +78%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$193M +$86.2K +906 +0%
Lord, Abbett & Co
57
Lord, Abbett & Co
New Jersey
$192M +$2.62M +27,504 +1%
UE
58
Unisphere Establishment
Liechtenstein
$190M
Nordea Investment Management
59
Nordea Investment Management
Sweden
$185M -$29.9M -313,630 -14%
Citigroup
60
Citigroup
New York
$178M +$11.6M +121,555 +7%
OTPPB
61
Ontario Teachers' Pension Plan Board
Ontario, Canada
$174M -$383M -4,025,371 -69%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$172M -$21.4M -225,263 -11%
RJA
63
Raymond James & Associates
Florida
$169M +$3.23M +33,930 +2%
Corient Private Wealth
64
Corient Private Wealth
Florida
$164M -$15.8M -166,479 -9%
Millennium Management
65
Millennium Management
New York
$163M +$61.2M +642,466 +62%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$161M +$63.5M +666,645 +68%
FI
67
Focused Investors
California
$160M -$4.43M -46,500 -3%
Macquarie Group
68
Macquarie Group
Australia
$160M +$10.9M +114,068 +7%
Mitsubishi UFJ Asset Management
69
Mitsubishi UFJ Asset Management
Japan
$159M +$15.9M +166,934 +11%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$156M -$2.99M -31,403 -2%
Stifel Financial
71
Stifel Financial
Missouri
$150M +$1.69M +17,705 +1%
Canada Life
72
Canada Life
Manitoba, Canada
$150M +$11.6M +121,866 +9%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$148M -$8.17M -85,835 -5%
Primecap Management
74
Primecap Management
California
$146M -$5.98M -62,813 -4%
Prudential Financial
75
Prudential Financial
New Jersey
$143M +$51.3M +538,691 +58%