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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
RF
1626
Robinswood Financial
Washington
$97.2K
TF
1627
Tompkins Financial
New York
$97.2K
GJWM
1628
Gilliland Jeter Wealth Management
Arkansas
$95.3K
BLC
1629
Brown, Lisle/Cummings
Rhode Island
$94.8K
BWL
1630
Bogart Wealth LLC
Virginia
$94.3K
JWA
1631
JFS Wealth Advisors
Pennsylvania
$93.1K -$25.9K -272 -22%
C
1632
Covestor
United Kingdom
$87K -$48.6K -511 -36%
FMII
1633
Farmers & Merchants Investments Inc
Nebraska
$86.6K +$571 +6 +0.7%
CWM
1634
Cranbrook Wealth Management
Michigan
$86.5K
CMA
1635
Cedar Mountain Advisors
Oregon
$85.5K +$476 +5 +0.6%
HDIM
1636
Hanson & Doremus Investment Management
Vermont
$85K -$14.1K -148 -14%
CT
1637
Colonial Trust
South Carolina
$84.8K +$6.57K +69 +9%
AAP
1638
Arax Advisory Partners
Colorado
$84.3K +$26.4K +277 +47%
HFM
1639
Hartford Financial Management
Connecticut
$83.4K -$8.09K -85 -9%
AWM
1640
Atticus Wealth Management
Florida
$83.1K
CC
1641
Cypress Capital
Tennessee
$82.3K +$80.6K +847 New
RTC
1642
Riverview Trust Company
Washington
$81.7K -$55.3K -581 -41%
AF
1643
Aviso Financial
Ontario, Canada
$80.2K +$78.5K +825 New
PCC
1644
Park Circle Company
Maryland
$77.8K
CHA
1645
Carmichael Hill & Associates
Maryland
$76.3K +$19.5K +205 +35%
SA
1646
SRH Advisors
Kansas
$76.3K +$571 +6 +0.8%
TIM
1647
Tortoise Investment Management
New York
$75.1K +$29.8K +313 +68%
JFGIW
1648
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73.6K +$13K +137 +22%
EAM
1649
Eukles Asset Management
Ohio
$73.2K
HWA
1650
HHM Wealth Advisors
Tennessee
$72K