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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
LI
1726
LRI Investments
Florida
$19.2K +$9.99K +105 +113%
AIC
1727
Archer Investment Corporation
Indiana
$19K +$2.38K +25 +15%
KSWA
1728
Kathleen S. Wright Associates
Pennsylvania
$18.7K
RTL
1729
Red Tortoise LLC
Georgia
$18.4K
AWM
1730
Abound Wealth Management
Tennessee
$18.4K -$24.3K -255 -57%
GJIA
1731
Glass Jacobson Investment Advisors
Maryland
$18.1K
BC
1732
Broadwater Capital
Massachusetts
$17.8K
IHWM
1733
Iron Horse Wealth Management
Iowa
$17.7K
PCWA
1734
Pacific Capital Wealth Advisors
California
$17.6K
SVCP
1735
Silicon Valley Capital Partners
California
$17.5K +$190 +2 +1%
AP
1736
Aspect Partners
Virginia
$17.2K
CTA
1737
Colonial Trust Advisors
South Carolina
$17.1K -$38.5K -404 -70%
KB
1738
Kimelman & Baird
New York
$17K +$16.7K +175 New
OPTFSNA
1739
Old Point Trust & Financial Services N A
Virginia
$16.9K
PWMG
1740
Private Wealth Management Group
New Jersey
$16.8K
PCMC
1741
Planning Capital Management Corporation
Pennsylvania
$16.1K
FPB
1742
First PREMIER Bank
South Dakota
$15K
OW
1743
Olistico Wealth
Oklahoma
$15K +$14.7K +154 New
JFA
1744
JNBA Financial Advisors
Minnesota
$14.8K
CFFP
1745
Center for Financial Planning
Michigan
$14.6K -$15.5K -163 -52%
RFG
1746
RFP Financial Group
Georgia
$14.5K +$4.28K +45 +43%
RWA
1747
Redmont Wealth Advisors
Illinois
$13.8K
GLR
1748
Great Lakes Retirement
Ohio
$13.1K +$12.9K +135 New
KFS
1749
Kelly Financial Services
Massachusetts
$13.1K
PCM
1750
Penserra Capital Management
California
$13K