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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
BFIC
1851
Bedell Frazier Investment Counselling
California
-$1.44M -15,309 Closed
GAA
1852
Global Assets Advisory
Florida
-$157K -14,684 Closed
COCM
1853
Charter Oak Capital Management
New Hampshire
-$1.31M -13,956 Closed
WWA
1854
WCG Wealth Advisors
Nevada
-$1.28M -13,577 Closed
MWM
1855
Meridian Wealth Management
Kentucky
-$1.24M -13,201 Closed
DAM
1856
Deltec Asset Management
New York
-$1.18M -12,500 Closed
EW
1857
Evoke Wealth
California
-$1.11M -11,774 Closed
RCM
1858
Radnor Capital Management
Pennsylvania
-$1.09M -11,602 Closed
AC
1859
AXQ Capital
New Jersey
-$1.06M -11,300 Closed
HT
1860
HAP Trading
New York
-$1.07M -11,273 Closed
FSI
1861
Flow State Investments
Illinois
-$1.05M -11,200 Closed
BBP
1862
Banco BTG Pactual
Brazil
-$933K -10,000 Closed
FFP
1863
FourThought Financial Partners
Florida
-$940K -9,983 Closed
WIC
1864
Woodmont Investment Counsel
Tennessee
-$791K -8,401 Closed
PPP
1865
Private Portfolio Partners
New Jersey
-$758K -8,050 Closed
MM
1866
MQS Management
New York
-$573K -6,087 Closed
NC
1867
Nightview Capital
Texas
-$564K -5,986 Closed
ORAM
1868
One River Asset Management
Connecticut
-$507K -5,330 Closed
ACM
1869
Allred Capital Management
Texas
-$412K -4,374 Closed
EP
1870
Edgestream Partners
New Jersey
-$405K -4,303 Closed
SDIC
1871
South Dakota Investment Council
South Dakota
-$405K -4,300 Closed
NRS
1872
Neville Rodie & Shaw
New York
-$370K -3,926 Closed
MC
1873
Marest Capital
California
-$363K -3,855 Closed
FIM
1874
Freedom Investment Management
Connecticut
-$355K -3,774 Closed
SFM
1875
Signet Financial Management
New Jersey
-$351K -3,728 Closed