We are live on ! Find out more
MS icon

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
AO
1526
Advisor OS
Illinois
$221K +$217K +2,276 New
ONST
1527
Old North State Trust
North Carolina
$221K +$14.3K +150 +7%
Kayne Anderson Rudnick Investment Management
1528
Kayne Anderson Rudnick Investment Management
California
$220K -$39.7K -417 -16%
SCP
1529
Sivia Capital Partners
California
$220K -$666 -7 -0.3%
DMBA
1530
Deseret Mutual Benefit Administrators
Utah
$219K +$5.04K +53 +2%
VNA
1531
Valley National Advisers
Pennsylvania
$219K +$2.48K +26 +1%
MHWM
1532
Montz Harcus Wealth Management
Louisiana
$218K +$952 +10 +0.4%
VC
1533
Veracity Capital
Georgia
$217K +$213K +2,238 New
EHC
1534
Everett Harris & Co
California
$217K +$212K +2,231 New
GEA
1535
Glen Eagle Advisors
New Jersey
$217K +$2.38K +25 +1%
SB
1536
Sunflower Bank
Texas
$216K +$212K +2,222 New
MPW
1537
Monterey Private Wealth
California
$215K
CCFM
1538
Clear Creek Financial Management
Washington
$214K +$2.86K +30 +1%
GIM
1539
Groesbeck Investment Management
New Jersey
$214K
BFG
1540
Bouchey Financial Group
New York
$213K -$9.61K -101 -4%
MCM
1541
Marathon Capital Management
Maryland
$213K -$31.7K -333 -13%
BFA
1542
Beaumont Financial Advisors
Massachusetts
$212K -$8.28K -87 -4%
WG
1543
Welch Group
Alabama
$212K
PPG
1544
Peak Planning Group
Colorado
$211K +$207K +2,173 New
BHIA
1545
Birch Hill Investment Advisors
Massachusetts
$211K
HAS
1546
HBW Advisory Services
California
$211K -$89.2K -937 -30%
LS
1547
Livforsakringsbolaget Skandia
Sweden
$210K -$47.6K -500 -19%
AWA
1548
Alta Wealth Advisors
Massachusetts
$210K -$19K -200 -8%
FIC
1549
FCG Investment Company
Tennessee
$208K -$1.9K -20 -0.9%
LGG
1550
Luts & Greenleigh Group
Maryland
$208K +$204K +2,138 New