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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
PL
1501
Plancorp LLC
Missouri
$231K +$2.76K +29 +1%
IGAM
1502
iA Global Asset Management
Quebec, Canada
$230K -$19K -200 -8%
GWM
1503
Gitterman Wealth Management
New Jersey
$230K +$225K +2,365 New
SAI
1504
Savvy Advisors Inc
New York
$229K +$224K +2,356 New
KA
1505
Klingman & Associates
New York
$228K +$13.8K +145 +7%
SWA
1506
Sax Wealth Advisors
New Jersey
$228K +$224K +2,350 New
CC
1507
Callan Capital
California
$228K +$224K +2,348 New
AA
1508
Argent Advisors
Louisiana
$227K
UCB
1509
United Community Bank
South Carolina
$227K +$31.6K +332 +17%
CP
1510
Castleview Partners
Texas
$227K -$32.5K -341 -13%
NDSI
1511
Newman Dignan & Sheerar Inc
Rhode Island
$226K
WI
1512
WrapManager Inc
California
$226K -$27.4K -288 -11%
IPW
1513
Intergy Private Wealth
Colorado
$226K +$221K +2,324 New
SF
1514
Safeguard Financial
Wisconsin
$225K +$221K +2,318 New
PWA
1515
Primoris Wealth Advisors
Florida
$224K
FCG
1516
Fielder Capital Group
Tennessee
$224K +$1.62K +17 +0.7%
AG
1517
Ascent Group
Virginia
$224K +$219K +2,304 New
AT
1518
American Trust
Kentucky
$224K -$6.66K -70 -3%
OL
1519
Optas LLC
Texas
$224K +$219K +2,303 New
KF
1520
KKM Financial
Illinois
$224K
OAM
1521
Oxford Asset Management
United Kingdom
$223K +$219K +2,298 New
BA
1522
Bridgewater Associates
Connecticut
$223K -$52.6K -553 -19%
CWA
1523
Canvas Wealth Advisors
Kansas
$223K +$204K +2,145 New
PI
1524
PineBridge Investments
New York
$222K -$16.2K -170 -7%
PP
1525
Pegasus Partners
Wisconsin
$222K