MS icon

Morgan Stanley

1,805 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 733 increasing their positions, 651 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
26.25%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
164
Increased
733
Reduced
651
Closed
106
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M
Name Holding Trade Value Shares
Change
Shares
Change %
EBA
1676
Eagle Bay Advisors
New York
$35.7K +$486 +5 +1%
BWP
1677
Baldwin Wealth Partners
Massachusetts
$35.7K +$3.11K +32 +10%
EIM
1678
Essex Investment Management
Massachusetts
$35.3K
RCM
1679
Raleigh Capital Management
North Carolina
$34.6K +$10.8K +111 +45%
1IA
1680
1620 Investment Advisors
Massachusetts
$33.9K +$33.9K +349 New
TFM
1681
TFC Financial Management
Massachusetts
$33.6K
DFA
1682
DHJJ Financial Advisors
Illinois
$32.9K
WBC
1683
West Branch Capital
Massachusetts
$30.9K
MAM
1684
Meeder Asset Management
Ohio
$30.8K -$404K -4,153 -93%
PPA
1685
Painted Porch Advisors
California
$30.7K +$30.7K +316 New
LIA
1686
Lynx Investment Advisory
District of Columbia
$30.5K +$30.5K +313 New
HIIFS
1687
Harel Insurance Investments & Financial Services
Israel
$30K
BAM
1688
Byrne Asset Management
New Jersey
$29.6K
ICM
1689
Islay Capital Management
Texas
$29.2K
MCA
1690
Maryland Capital Advisors
Maryland
$29.2K
BFA
1691
BBJS Financial Advisors
Washington
$29.2K +$29.2K +300 New
MWA
1692
Miller Wealth Advisors
Colorado
$27.7K
HNB
1693
Hilltop National Bank
Wyoming
$27.3K
BTC
1694
Bank & Trust Company
Illinois
$25.8K +$25.8K +265 New
PIS
1695
POM Investment Strategies
North Carolina
$25.5K +$23.4K +241 +1,148%
OWA
1696
Opal Wealth Advisors
New York
$25K +$25K +257 New
SC
1697
Solstein Capital
California
$24.9K
AEPWM
1698
Atlantic Edge Private Wealth Management
Florida
$24.8K
VAG
1699
VisionPoint Advisory Group
Texas
$24.7K -$98.6K -1,015 -80%
DCM
1700
Davis Capital Management
Florida
$24.4K