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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
WPA
1601
West Paces Advisors
Georgia
$118K -$6.95K -73 -6%
CAS
1602
Coppell Advisory Solutions
Texas
$117K +$115K +1,206 New
SSG
1603
Summit Securities Group
New York
$117K +$114K +1,200 New
CWM
1604
Compass Wealth Management
Connecticut
$115K
AAG
1605
Armstrong Advisory Group
Massachusetts
$115K -$6.95K -73 -6%
PAG
1606
Paladin Advisory Group
Iowa
$115K
FFC
1607
First Financial Corp
Indiana
$115K
TFIPS
1608
Towarzystwo Funduszy Inwestycyjnych PZU SA
$110K +$24.8K +260 +30%
JPWM
1609
Jamison Private Wealth Management
Georgia
$109K +$24.5K +257 +30%
MCM
1610
MV Capital Management
Maryland
$109K +$7.9K +83 +8%
CC
1611
Cultivar Capital
Texas
$108K +$106K +1,111 New
GPI
1612
General Partner Inc
Pennsylvania
$108K
HGERS
1613
Householder Group Estate & Retirement Specialist
Arizona
$105K +$46.2K +485 +81%
PA
1614
PSI Advisors
Florida
$104K +$4.76K +50 +5%
SIS
1615
Sound Income Strategies
Florida
$102K -$190 -2 -0.2%
YDMI
1616
Y.D. More Investments
Israel
$101K +$63.3K +665 +175%
DCBT
1617
Dakota Community Bank & Trust
North Dakota
$101K +$17.1K +180 +21%
CWC
1618
Carolinas Wealth Consulting
North Carolina
$101K +$190 +2 +0.2%
CSC
1619
Caldwell Sutter Capital
California
$100K -$1.43K -15 -1%
CAM
1620
Creekmur Asset Management
Illinois
$99.8K -$3.71K -39 -4%
WTA
1621
Washington Trust Advisors
Massachusetts
$99.2K -$37.4K -393 -28%
SWA
1622
SOA Wealth Advisors
New York
$98.7K +$190 +2 +0.2%
CB
1623
Centennial Bank
Arkansas
$98.3K -$1.9K -20 -2%
CNBTD
1624
Citizens National Bank Trust Department
Mississippi
$97.2K
MMG
1625
Monetary Management Group
Missouri
$97.2K