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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
MCWA
1551
Meadow Creek Wealth Advisors
Georgia
$208K +$203K +2,135 New
SPI
1552
Sutton Place Investors
New York
$207K +$203K +2,131 New
JWCA
1553
J.W. Coons Advisors
Ohio
$206K +$202K +2,121 New
WPW
1554
Warther Private Wealth
Ohio
$206K +$201K +2,115 New
JCM
1555
Jacobsen Capital Management
Utah
$205K +$201K +2,114 New
GSIAS
1556
Garden State Investment Advisory Services
New Jersey
$205K +$200K +2,106 New
BWAM
1557
Boyd Watterson Asset Management
Ohio
$205K
NHT
1558
New Hampshire Trust
New Hampshire
$205K +$200K +2,105 New
IP
1559
Investment Partners
Ohio
$204K +$200K +2,098 New
IGGA
1560
Iron Gate Global Advisors
Utah
$203K +$199K +2,092 New
MIM
1561
Macroview Investment Management
Maryland
$203K +$952 +10 +0.5%
MC
1562
Mirabaud & Cie
Switzerland
$203K +$199K +2,090 New
HWM
1563
Hemington Wealth Management
Virginia
$203K +$199K +2,093 New
M
1564
MOTCO
Texas
$203K -$2.67K -28 -1%
BFA
1565
Beacon Financial Advisory
Ohio
$202K +$198K +2,080 New
CAL
1566
Capital Advisors Ltd
Ohio
$202K +$1.71K +18 +0.9%
Bank Julius Baer & Co
1567
Bank Julius Baer & Co
Switzerland
$202K +$101K +1,065 +133%
BSHC
1568
Breed's Hill Capital
Massachusetts
$200K +$196K +2,059 New
KCM
1569
Kanawha Capital Management
Virginia
$200K +$196K +2,058 New
TSMHT
1570
Thurston Springer Miller Herd & Titak
Indiana
$200K +$196K +2,057 New
TFF
1571
The Family Firm
Maryland
$193K +$189K +1,987 New
BBPWM
1572
Blue Bell Private Wealth Management
Pennsylvania
$184K +$8.09K +85 +5%
MRCM
1573
M&R Capital Management
New Jersey
$183K +$95 +1 +0.1%
GIA
1574
GHP Investment Advisors
Colorado
$183K -$11.5K -121 -6%
ACA
1575
Atlas Capital Advisors
Wyoming
$182K -$4.28K -45 -2%