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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
NL
1876
NWAM LLC
Washington
-$351K -3,670 Closed
WEG
1877
World Equity Group
Illinois
-$342K -3,637 Closed
OCBCO
1878
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$322K -3,443 Closed
CCWM
1879
Cassaday & Co Wealth Management
Virginia
-$324K -3,437 Closed
IPAM
1880
Investment Partners Asset Management
New Jersey
-$312K -3,313 Closed
CBFP
1881
Cedar Brook Financial Partners
Ohio
-$290K -3,075 Closed
DFG
1882
Delta Financial Group
New Jersey
-$287K -3,049 Closed
FA
1883
FDx Advisors
Illinois
-$273K -2,895 Closed
DM
1884
Deerfield Management
New York
-$257K -2,734 Closed
SRL
1885
Scientech Research LLC
New Jersey
-$256K -2,720 Closed
JWM
1886
Jackson Wealth Management
Florida
-$242K -2,568 Closed
PS
1887
Planned Solutions
California
-$238K -2,530 Closed
CAM
1888
CenterStar Asset Management
Illinois
-$235K -2,496 Closed
AIA
1889
Angeles Investment Advisors
California
-$222K -2,362 Closed
MWM
1890
Maltin Wealth Management
New Jersey
-$213K -2,262 Closed
MAG
1891
MRA Advisory Group
New Jersey
-$213K -2,261 Closed
UBV
1892
United Bank (Virginia)
Virginia
-$211K -2,242 Closed
HA
1893
HFG Advisors
Ohio
-$211K -2,240 Closed
AAF
1894
Andra AP-fonden
Sweden
-$208K -2,211 Closed
AI
1895
AXS Investments
New York
-$208K -2,211 Closed
BWM
1896
BKM Wealth Management
Wisconsin
-$208K -2,204 Closed
1WA
1897
180 Wealth Advisors
Washington
-$206K -2,191 Closed
CCG
1898
Coastwise Capital Group
California
-$205K -2,174 Closed
LAM
1899
Lifestyle Asset Management
Texas
-$205K -2,172 Closed
BSSFA
1900
Baron Silver Stevens Financial Advisors
Florida
-$203K -2,159 Closed