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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
DPW
1776
DiNuzzo Private Wealth
Pennsylvania
$7.87K +$952 +10 +14%
UWS
1777
Unique Wealth Strategies
Illinois
$7.82K +$7.9K +83 New
SL
1778
Salomon & Ludwin
Virginia
$7.48K -$51.8K -544 -88%
BSC
1779
Brown Shipley & Co
United Kingdom
$7.19K -$172K -1,803 -96%
FCT
1780
First Community Trust
Iowa
$7.09K
VWA
1781
Valued Wealth Advisors
Utah
$7.01K +$2.29K +24 +50%
CMP
1782
Coston McIsaac & Partners
Maine
$7K
CCMI
1783
Creative Capital Management Investments
California
$7K
AIM
1784
Arcadia Investment Management
Michigan
$6.8K
LOIP
1785
Live Oak Investment Partners
Texas
$6.8K
ME
1786
McIlrath & Eck
Washington
$6.8K
SHIM
1787
Stone House Investment Management
Pennsylvania
$6.8K
BCMLT
1788
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.67K -$36.8K -387 -85%
SIC
1789
SJS Investment Consulting
Ohio
$6.61K -$190 -2 -3%
SFC
1790
Strategic Financial Concepts
Texas
$6.34K +$5.01M +52,591 New
FCAS
1791
First Command Advisory Services
Texas
$6.03K +$4.38K +46 +288%
ACM
1792
Anfield Capital Management
California
$6.03K +$5.9K +62 New
AFWM
1793
Abich Financial Wealth Management
Virginia
$5.54K
YAL
1794
Your Advocates Ltd
Texas
$5.44K
WIM
1795
Westside Investment Management
California
$5.44K +$5.33K +56 New
EWM
1796
Evermay Wealth Management
Virginia
$5.05K
TCM
1797
TruNorth Capital Management
Michigan
$4.76K -$5.81K -61 -55%
WCM
1798
Westend Capital Management
California
$4.66K
BCM
1799
Blume Capital Management
California
$4.57K
MSWM
1800
Mowery & Schoenfeld Wealth Management
Illinois
$3.89K