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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
FGA
1426
Fortis Group Advisors
New Jersey
$267K -$3.33K -35 -1%
JSC
1427
Jackson Square Capital
California
$266K
PFA
1428
Pathway Financial Advisors
Vermont
$266K
PWM
1429
Paulson Wealth Management
Illinois
$265K
AA
1430
Auxano Advisors
Washington
$265K -$6K -63 -2%
BP
1431
Broadleaf Partners
Ohio
$264K
D
1432
Diversified
Delaware
$264K +$259K +2,718 New
PF
1433
Phoenix Financial
Israel
$264K -$9.33K -98 -3%
PWP
1434
Phillips Wealth Planners
Mississippi
$262K -$3.24K -34 -1%
CA
1435
Crewe Advisors
Utah
$261K -$3.43K -36 -1%
FSA
1436
Fort Sheridan Advisors
Illinois
$261K +$4K +42 +2%
IWP
1437
Invenio Wealth Partners
Florida
$261K +$5.81K +61 +2%
LMKC
1438
L.M. Kohn & Company
Ohio
$260K -$13.5K -142 -5%
GP
1439
Girard Partners
Pennsylvania
$260K +$22.1K +232 +9%
SSB
1440
Sandy Spring Bank
Maryland
$260K +$5.33K +56 +2%
CFO
1441
CVA Family Office
Colorado
$259K +$5.14K +54 +2%
S
1442
Sachetta
Massachusetts
$258K -$1.81K -19 -0.8%
GFA
1443
Gallagher Fiduciary Advisors
Illinois
$257K +$252K +2,644 New
CA
1444
Cornerstone Advisory
Maryland
$257K -$94.1K -989 -27%
KFS
1445
Kaizen Financial Strategies
California
$257K +$1.71K +18 +0.7%
IEFM
1446
IQ EQ Fund Management
Ireland
$256K
ET
1447
Equitable Trust
Tennessee
$256K +$42.5K +446 +20%
IIM
1448
InTrack Investment Management
Vermont
$256K -$9.52K -100 -4%
HWMG
1449
Hurlow Wealth Management Group
Indiana
$256K -$1.14K -12 -0.5%
BOPW
1450
Brandywine Oak Private Wealth
Pennsylvania
$255K