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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
FIA
1801
FPC Investment Advisory
California
$2.89K
ECM
1802
Everence Capital Management
Indiana
$2.88K
NMG
1803
New Millennium Group
Utah
$2.82K +$2.76K +29 New
APW
1804
Acima Private Wealth
Virginia
$2.53K
NMM
1805
Naples Money Management
Florida
$2.28K +$2.19K +23 New
KPP
1806
Kings Path Partners
Texas
$2.14K +$2.09K +22 New
WA
1807
WestEnd Advisors
North Carolina
$2.04K +$1.52K +16 +320%
HWM
1808
Horizons Wealth Management
North Carolina
$1.74K
BHWM
1809
Beaird Harris Wealth Management
Texas
$1.65K -$6.19K -65 -79%
AT
1810
Arlington Trust
Alabama
$1.65K
KIG
1811
Kessler Investment Group
Indiana
$1.46K
FGAM
1812
Financial Gravity Asset Management
Texas
$1.26K -$1.81K -19 -59%
APC
1813
Aspire Private Capital
North Carolina
$1.23K
SFCL
1814
Strengthening Families & Communities LLC
Massachusetts
$1K +$1.43K +15 New
CJ
1815
Caitlin John
Michigan
$972 +$666 +7 +233%
IC
1816
Innealta Capital
Texas
$875 +$857 +9 New
CAM
1817
ClariVest Asset Management
California
$670 +$286 +3 +75%
SOW
1818
State of Wyoming
Wyoming
$583 +$190 +2 +50%
CFS
1819
CGC Financial Services
Oregon
$486 -$24.8K -260 -98%
GWSA
1820
Global Wealth Strategies & Associates
Colorado
$389
TCM
1821
Tradewinds Capital Management
Washington
$292 +$190 +2 +200%
VF
1822
VitalStone Financial
Texas
$97
Holocene Advisors
1823
Holocene Advisors
New York
-$107M -1,134,974 Closed
AIG
1824
American International Group
New York
-$35.5M -376,736 Closed
TPSF
1825
Texas Permanent School Fund
Texas
-$27.3M -289,535 Closed