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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 %
WIA
1701
Wetzel Investment Advisors
Indiana
$24.4K
RWM
1702
Ruedi Wealth Management
Illinois
$24.1K +$5.15K +53 +27%
OP
1703
ORG Partners
Indiana
$23.8K +$11.9K +120 +101%
MSG
1704
Main Street Group
Virginia
$23.7K -$6.45K -65 -21%
BFS
1705
Bare Financial Services
Pennsylvania
$20.5K
JWM
1706
Janiczek Wealth Management
Colorado
$20K -$292 -3 -1%
FMTCOCP
1707
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
DWA
1708
Delos Wealth Advisors
Texas
$19.9K
ECM
1709
Estabrook Capital Management
New York
$19.4K -$38.9K -400 -67%
SC
1710
Stephens Consulting
Michigan
$19.4K +$7.29K +75 +60%
WOSD
1711
WFA of San Diego
California
$19.4K +$19.4K +200 New
LI
1712
LRI Investments
Florida
$19.2K +$10.2K +105 +113%
AIC
1713
Archer Investment Corporation
Indiana
$19K +$2.43K +25 +15%
KSWA
1714
Kathleen S. Wright Associates
Pennsylvania
$18.7K
RTL
1715
Red Tortoise LLC
Georgia
$18.4K
AWM
1716
Abound Wealth Management
Tennessee
$18.4K -$24.8K -255 -57%
GJIA
1717
Glass Jacobson Investment Advisors
Maryland
$18.1K
IHWM
1718
Iron Horse Wealth Management
Iowa
$17.7K
PCWA
1719
Pacific Capital Wealth Advisors
California
$17.6K
SVCP
1720
Silicon Valley Capital Partners
California
$17.5K +$194 +2 +1%
AP
1721
Aspect Partners
Virginia
$17.2K
CTA
1722
Colonial Trust Advisors
South Carolina
$17.1K -$39.3K -404 -70%
KB
1723
Kimelman & Baird
New York
$17K +$17K +175 New
OPTFSNA
1724
Old Point Trust & Financial Services N A
Virginia
$16.9K
PWMG
1725
Private Wealth Management Group
New Jersey
$16.8K