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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
HIIFS
1701
Harel Insurance Investments & Financial Services
Israel
$30K
BAM
1702
Byrne Asset Management
New Jersey
$29.6K
ICM
1703
Islay Capital Management
Texas
$29.2K
MCA
1704
Maryland Capital Advisors
Maryland
$29.2K
BFA
1705
BBJS Financial Advisors
Washington
$29.2K +$28.6K +300 New
MWA
1706
Miller Wealth Advisors
Colorado
$27.7K
HNB
1707
Hilltop National Bank
Wyoming
$27.3K
BTC
1708
Bank & Trust Company
Illinois
$25.8K +$25.2K +265 New
PIS
1709
POM Investment Strategies
North Carolina
$25.5K +$22.9K +241 +1,148%
OWA
1710
Opal Wealth Advisors
New York
$25K +$24.5K +257 New
SC
1711
Solstein Capital
California
$24.9K
AEPWM
1712
Atlantic Edge Private Wealth Management
Florida
$24.8K
VAG
1713
VisionPoint Advisory Group
Texas
$24.7K -$96.6K -1,015 -80%
DCM
1714
Davis Capital Management
Florida
$24.4K
WIA
1715
Wetzel Investment Advisors
Indiana
$24.4K
RWM
1716
Ruedi Wealth Management
Illinois
$24.1K +$5.04K +53 +27%
OP
1717
ORG Partners
Indiana
$23.8K +$11.4K +120 +101%
MSG
1718
Main Street Group
Virginia
$23.7K -$6.19K -65 -21%
BFS
1719
Bare Financial Services
Pennsylvania
$20.5K
JWM
1720
Janiczek Wealth Management
Colorado
$20K -$286 -3 -1%
FMTCOCP
1721
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
DWA
1722
Delos Wealth Advisors
Texas
$19.9K
ECM
1723
Estabrook Capital Management
New York
$19.4K -$38.1K -400 -67%
SC
1724
Stephens Consulting
Michigan
$19.4K +$7.14K +75 +60%
WOSD
1725
WFA of San Diego
California
$19.4K +$19K +200 New