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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
KA
1651
Kozak & Associates
Colorado
$70.3K
BEI
1652
Benjamin Edwards Inc
Missouri
$70K -$499K -5,243 -88%
TLCM
1653
Twin Lakes Capital Management
California
$70K
WR
1654
WD Rutherford
Oregon
$69.5K -$40K -420 -37%
CWM
1655
Cedar Wealth Management
California
$66.5K
TFGT
1656
TS Financial Group (TSFG)
Illinois
$65K +$13K +137 +26%
AWM
1657
Ameliora Wealth Management
Switzerland
$63.4K -$1.92M -20,218 -97%
WSC
1658
Wellington Shields & Co
New York
$60.8K
PMFA
1659
Plante Moran Financial Advisors
Michigan
$60.8K +$37.6K +395 +172%
BIA
1660
Bell Investment Advisors
California
$58.3K +$952 +10 +2%
FUBT
1661
First United Bank & Trust
Maryland
$57.1K
OCM
1662
Osterweis Capital Management
California
$57.1K
HCM
1663
Horrell Capital Management
Arkansas
$57K
JSAM
1664
J. Safra Asset Management
New York
$55.2K +$54.1K +568 New
BL
1665
BFSG LLC
California
$54.4K
AFIA
1666
America First Investment Advisors
Nebraska
$54K
MIA
1667
MeadowBrook Investment Advisors
Michigan
$52.9K
WWP
1668
WR Wealth Planners
Missouri
$52.6K +$10.1K +106 +24%
OAJ
1669
Ogorek Anthony Joseph
New York
$51K +$286 +3 +0.6%
SFA
1670
Semmax Financial Advisors
North Carolina
$50.7K
VCM
1671
Versant Capital Management
Arizona
$50.2K +$48.7K +512 +10,240%
RAM
1672
Riggs Asset Management
Pennsylvania
$50.2K +$1.62K +17 +3%
HCM
1673
Hollencrest Capital Management
California
$49.8K -$9.33K -98 -16%
SN
1674
Sittner & Nelson
Oregon
$49.6K
NFSG
1675
Newbridge Financial Services Group
Florida
$48.6K -$5.14K -54 -10%