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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
USB
1676
Union Savings Bank
Connecticut
$48.5K +$18.9K +199 +66%
MSFP
1677
Mark Sheptoff Financial Planning
Connecticut
$48.2K +$9.14K +96 +24%
AWM
1678
Activest Wealth Management
Florida
$47.1K +$46.2K +485 New
FNWA
1679
Financial Network Wealth Advisors
Utah
$47K +$46.1K +484 New
FRA
1680
Front Row Advisors
California
$46.5K -$762 -8 -2%
AAG
1681
Accordant Advisory Group
Maryland
$45.7K
PWM
1682
Partnership Wealth Management
Maryland
$45.5K
AFS
1683
Annapolis Financial Services
Maryland
$43.4K
PWA
1684
Provenance Wealth Advisors
Florida
$43.1K
CFD
1685
Creative Financial Designs
Indiana
$42.1K +$95 +1 +0.2%
QL
1686
Quarry LP
New York
$42.1K +$41.2K +433 New
MFT
1687
Moisand Fitzgerald Tamayo
Florida
$40.7K
FFO
1688
Fortitude Family Office
Arizona
$40.6K
RFS
1689
Richardson Financial Services
Massachusetts
$39.2K +$6.76K +71 +21%
EBA
1690
Eagle Bay Advisors
New York
$35.7K +$476 +5 +1%
BWP
1691
Baldwin Wealth Partners
Massachusetts
$35.7K +$3.05K +32 +10%
EIM
1692
Essex Investment Management
Massachusetts
$35.3K
RCM
1693
Raleigh Capital Management
North Carolina
$34.6K +$10.6K +111 +45%
1IA
1694
1620 Investment Advisors
Massachusetts
$33.9K +$33.2K +349 New
TFM
1695
TFC Financial Management
Massachusetts
$33.6K
DFA
1696
DHJJ Financial Advisors
Illinois
$32.9K
WBC
1697
West Branch Capital
Massachusetts
$30.9K
MAM
1698
Meeder Asset Management
Ohio
$30.8K -$395K -4,153 -93%
PPA
1699
Painted Porch Advisors
California
$30.7K +$30.1K +316 New
LIA
1700
Lynx Investment Advisory
District of Columbia
$30.5K +$29.8K +313 New