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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
DJSG
1451
D.J. St. Germain
Massachusetts
$255K -$44K -462 -15%
PWA
1452
Prairie Wealth Advisors
Nebraska
$255K +$666 +7 +0.3%
WCWM
1453
Willow Creek Wealth Management
California
$255K -$286 -3 -0.1%
EA
1454
Ellsworth Advisors
Ohio
$253K +$286 +3 +0.1%
WFI
1455
West Family Investments
California
$252K +$2.57K +27 +1%
HFS
1456
Howard Financial Services
Texas
$252K +$4.38K +46 +2%
TCWA
1457
Turtle Creek Wealth Advisors
Texas
$252K +$5.33K +56 +2%
AI
1458
Accredited Investors
Minnesota
$251K -$16.4K -172 -6%
AFA
1459
AA Financial Advisors
Ohio
$251K
TA
1460
TFB Advisors
Kansas
$249K +$244K +2,563 New
BOM
1461
Bank of Marin
California
$248K +$243K +2,553 New
TNA
1462
True North Advisors
Texas
$247K -$28.9K -304 -11%
FAM
1463
Formidable Asset Management
Ohio
$246K +$20.8K +218 +9%
FZCM
1464
Flynn Zito Capital Management
New York
$246K +$381 +4 +0.2%
BFA
1465
Bragg Financial Advisors
North Carolina
$245K
DAM
1466
Doheny Asset Management
California
$245K
ACI
1467
Alpha Cubed Investments
California
$244K +$239K +2,507 New
SWM
1468
Segment Wealth Management
Texas
$243K -$10.5K -110 -4%
BMO
1469
Beck Mack & Oliver
New York
$243K
MFG
1470
Mosaic Financial Group
Illinois
$242K -$124K -1,298 -34%
SC
1471
Sepio Capital
Utah
$242K -$5.33K -56 -2%
AFC
1472
AFT Forsyth & Company
Florida
$242K
PVI
1473
Pine Valley Investments
New Jersey
$241K -$37.7K -396 -14%
IWA
1474
IVC Wealth Advisors
Pennsylvania
$241K +$9.04K +95 +4%
RWA
1475
River Wealth Advisors
Pennsylvania
$241K +$8.38K +88 +4%