We are live on ! Find out more
MS icon

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
LFG
151
Lazard Frères Gestion
France
$49.3M +$226K +2,378 +0.4%
WorldQuant Millennium Advisors
152
WorldQuant Millennium Advisors
New York
$48.9M +$29.2M +306,415 +156%
Asset Management One
153
Asset Management One
Japan
$48.7M -$189K -1,987 -0.4%
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$48.7M +$1.58M +16,642 +3%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$47.7M +$3.58M +37,569 +8%
CAI
156
Capital Advisors Inc
Oklahoma
$45.9M +$825K +8,663 +2%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$45.5M -$1.08M -11,319 -2%
PA
158
Pinnacle Associates
New York
$44M -$1.12M -11,724 -3%
State of New Jersey Common Pension Fund D
159
State of New Jersey Common Pension Fund D
New Jersey
$43.9M -$24.7M -258,957 -36%
ZIG
160
Zurich Insurance Group
Switzerland
$43.9M +$42.9M +451,180 New
MIFH
161
Migdal Insurance & Financial Holdings
Israel
$43M -$42.8K -450 -0.1%
State of Tennessee, Department of Treasury
162
State of Tennessee, Department of Treasury
Tennessee
$43M +$1.88M +19,755 +5%
Rafferty Asset Management
163
Rafferty Asset Management
New York
$42.8M -$48.4K -508 -0.1%
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$42.7M +$1.3M +13,675 +3%
TAM
165
Todd Asset Management
Kentucky
$42.2M +$4.57M +48,005 +12%
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$41.3M +$245K +2,575 +0.6%
N
167
Natixis
France
$41.2M +$31.6M +331,615 +358%
SO
168
STRS Ohio
Ohio
$40.4M -$3.01M -31,580 -7%
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
$39.8M -$6.94M -72,900 -15%
Axa
170
Axa
France
$38.8M -$1.11M -11,667 -3%
RAM
171
Resona Asset Management
Japan
$38.5M -$2.27M -23,888 -6%
CS
172
Candriam SCA
Luxembourg
$38.3M +$20M +210,226 +114%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$37.8M -$7.63M -80,136 -17%
Credit Agricole
174
Credit Agricole
France
$37.8M +$26.5M +278,468 +251%
FT
175
Fiduciary Trust
Massachusetts
$36.4M -$201K -2,111 -0.6%