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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
GIM
1576
Gold Investment Management
Alberta, Canada
$180K
WTC
1577
WhitTier Trust Company
Nevada
$174K -$143K -1,499 -46%
BGAI
1578
Bruce G. Allen Investments
Colorado
$173K -$42.1K -442 -20%
RA
1579
Rise Advisors
New York
$173K +$1.43K +15 +0.9%
GGI
1580
Godsey & Gibb Inc
Virginia
$168K +$3.71K +39 +2%
IWA
1581
IBEX Wealth Advisors
New Jersey
$165K -$476K -5,005 -75%
CFGS
1582
Concourse Financial Group Securities
Alabama
$163K +$21.2K +223 +15%
RA
1583
Rational Advisors
New York
$163K +$93K +977 +140%
GPFA
1584
Game Plan Financial Advisors
Ohio
$156K
RA
1585
Ransom Advisory
Rhode Island
$155K +$66.6K +700 +78%
PPC
1586
Park Place Capital
Alabama
$152K +$571 +6 +0.4%
TIM
1587
Thompson Investment Management
Wisconsin
$148K -$3.9K -41 -3%
JEST
1588
JTC Employer Solutions Trustee
Jersey
$146K
RWMG
1589
Redwood Wealth Management Group
New Jersey
$143K +$140K +1,467 New
GG
1590
Gleason Group
Kentucky
$142K +$1.14K +12 +0.8%
RIA
1591
Realta Investment Advisors
Delaware
$139K -$73.7K -774 -35%
RBC
1592
Roble Belko & Company
Pennsylvania
$137K
HBW
1593
Hazlett, Burt & Watson
West Virginia
$135K +$5.33K +56 +4%
SCM
1594
Silvant Capital Management
Georgia
$132K
ITIM
1595
Indiana Trust & Investment Management
Indiana
$130K
PSB
1596
Piscataqua Savings Bank
New Hampshire
$130K -$19K -200 -13%
T
1597
TOBAM
France
$130K +$58.7K +617 +86%
KC
1598
Knuff & Co
California
$123K -$9.52K -100 -7%
GWSG
1599
GPS Wealth Strategies Group
Colorado
$122K -$8.47K -89 -7%
RMC
1600
Resources Management Corp
Connecticut
$118K