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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
MBFW
1751
Morton Brown Family Wealth
Pennsylvania
$12.4K +$1.9K +20 +20%
RS
1752
Rakuten Securities
Japan
$12.2K +$1.33K +14 +13%
RDFA
1753
Ritter Daniher Financial Advisory
Ohio
$12.1K +$11.9K +125 New
GCM
1754
Gables Capital Management
Florida
$11.7K
AA
1755
Ancora Advisors
Ohio
$11.7K +$3.24K +34 +40%
TCG
1756
Transcendent Capital Group
Oklahoma
$11.4K
NI
1757
NCP Inc
California
$11.2K +$95 +1 +0.9%
DF
1758
Dunhill Financial
United Kingdom
$11.1K +$190 +2 +2%
AW
1759
Avion Wealth
Texas
$11K -$6K -63 -35%
DWM
1760
Dogwood Wealth Management
Kansas
$11K +$95 +1 +0.9%
FFA
1761
Frazier Financial Advisors
Ohio
$11K
NA
1762
Nordwand Advisors
Pennsylvania
$11K
CTWM
1763
Cherry Tree Wealth Management
Minnesota
$10.9K +$8.85K +93 +489%
FW
1764
Fairway Wealth
Ohio
$10.6K +$10.4K +109 New
HWP
1765
Highline Wealth Partners
California
$10.2K +$9.61K +101 +2,525%
LWANC
1766
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.1K
HFS
1767
Hantz Financial Services
Michigan
$10K +$9.52K +100 +2,500%
FWM
1768
Focused Wealth Management
New York
$9.9K +$9.71K +102 New
LFA
1769
LGT Financial Advisors
Texas
$9.23K +$9.04K +95 New
B
1770
Birchbrook
Maine
$8.97K
CPG
1771
Cornerstone Planning Group
New Jersey
$8.93K +$1.62K +17 +21%
LFA
1772
Legend Financial Advisors
Pennsylvania
$8.46K
AP
1773
Atwood & Palmer
Missouri
$8.26K
PS
1774
PayPay Securities
Japan
$8.16K -$762 -8 -9%
CAM
1775
Chesapeake Asset Management
New York
$8.07K