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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
ABC
1376
Associated Banc-Corp
Wisconsin
$295K
ORC
1377
O'Rourke & Company
Massachusetts
$295K +$1.05K +11 +0.4%
AL
1378
Aspiriant LLC
California
$295K -$123K -1,297 -30%
WA1
1379
Wimmer Associates 1
California
$294K
MAM
1380
McLean Asset Management
Virginia
$294K +$7.14K +75 +3%
PA
1381
PFG Advisors
Arizona
$293K +$4.95K +52 +2%
JIC
1382
Johnson Investment Counsel
Ohio
$293K -$72.3K -759 -20%
FIB
1383
First Interstate Bank
Montana
$292K -$8.57K -90 -3%
SOAMC
1384
Spirit of America Management Corp
New York
$292K
FOA
1385
Five Oceans Advisors
California
$291K -$1.62K -17 -0.6%
WB
1386
Webster Bank
Connecticut
$291K +$57.1K +600 +25%
PEA
1387
Park Edge Advisors
Ohio
$290K +$2K +21 +0.7%
SWG
1388
Summit Wealth Group
Vermont
$290K +$284K +2,983 New
AUB
1389
Atlantic Union Bankshares
Virginia
$290K +$284K +2,984 New
V
1390
ViaWealth
Kansas
$290K +$1.14K +12 +0.4%
OFW
1391
Omnia Family Wealth
Florida
$288K +$8.66K +91 +3%
BFC
1392
Blue Fin Capital
Rhode Island
$288K
BAAM
1393
Baker Avenue Asset Management
California
$287K +$8.66K +91 +3%
BWP
1394
Balboa Wealth Partners
Arizona
$286K +$280K +2,946 New
WAG
1395
Wallace Advisory Group
California
$285K -$18K -189 -6%
FCH
1396
Freestone Capital Holdings
Washington
$285K +$22.7K +238 +9%
GLA
1397
Great Lakes Advisors
Illinois
$284K +$278K +2,924 New
FC
1398
Fulcrum Capital
Washington
$284K
PFA
1399
Pure Financial Advisors
California
$284K +$278K +2,921 New
GWM
1400
Gibbs Wealth Management
Georgia
$283K +$60.3K +633 +28%