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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
FSA
1476
Financial Security Advisor
Virginia
$240K +$1.52K +16 +0.7%
AA
1477
Advisory Alpha
Michigan
$239K -$17.1K -180 -7%
MWA
1478
Midland Wealth Advisors
Illinois
$239K +$14.6K +153 +7%
AMBIA
1479
Allen Mooney & Barnes Investment Advisors
Georgia
$238K -$5.43K -57 -2%
NEWAS
1480
N.E.W. Advisory Services
Wisconsin
$238K +$286 +3 +0.1%
VCG
1481
Vantage Consulting Group
Virginia
$237K -$27.5K -289 -11%
PRI
1482
Prepared Retirement Institute
Pennsylvania
$237K +$23.5K +247 +11%
HCM
1483
Hall Capital Management
Rhode Island
$236K
BTW
1484
Boston Trust Walden
Massachusetts
$235K
IIC
1485
Integrated Investment Consultants
Michigan
$235K
NC
1486
NBW Capital
Massachusetts
$235K -$10.9K -114 -5%
WAP
1487
Wealthcare Advisory Partners
Pennsylvania
$235K +$4.47K +47 +2%
BSB
1488
Bangor Savings Bank
Maine
$234K
RIM
1489
Reliant Investment Management
Tennessee
$234K -$4.42M -46,433 -95%
AFG
1490
Allegheny Financial Group
Pennsylvania
$233K +$228K +2,400 New
MAG
1491
Mayfair Advisory Group
Alabama
$233K -$24.1K -253 -10%
FC
1492
Fairscale Capital
New Hampshire
$233K +$209K +2,195 New
DWG
1493
Darden Wealth Group
Michigan
$233K
HWM
1494
Horizon Wealth Management
Illinois
$233K +$2.29K +24 +1%
FCM
1495
Firestone Capital Management
Florida
$233K +$15.4K +162 +7%
IFU
1496
iSAM Funds (UK)
United Kingdom
$232K +$228K +2,392 New
N
1497
Numerai
California
$232K +$227K +2,389 New
CT
1498
Chicago Trust
Illinois
$232K +$227K +2,388 New
ACG
1499
Allen Capital Group
Nebraska
$231K +$227K +2,381 New
CBT
1500
Central Bank & Trust
Kentucky
$231K -$183K -1,926 -45%