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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
BMCM
1901
Bryn Mawr Capital Management
Pennsylvania
-$202K -2,148 Closed
SAM
1902
SignalPoint Asset Management
Missouri
-$202K -2,147 Closed
PIA
1903
Perennial Investment Advisors
California
-$194K -2,056 Closed
RFM
1904
Royal Fund Management
Florida
-$166K -1,760 Closed
EC
1905
EntryPoint Capital
New York
-$122K -1,296 Closed
FFWM
1906
Future Financial Wealth Management
Ohio
-$94.2K -1,000 Closed
FCMT
1907
Founders Capital Management (Texas)
Texas
-$90.6K -962 Closed
FFWA
1908
FRG Family Wealth Advisors
Washington
-$60.6K -667 Closed
CBT
1909
CoreFirst Bank & Trust
Kansas
-$62.2K -661 Closed
VL
1910
Vima LLC
Michigan
-$54.9K -625 Closed
LF
1911
LifeSteps Financial
California
-$58.5K -621 Closed
NCM
1912
Northwest Capital Management
Oregon
-$44.7K -475 Closed
HFM
1913
Harvest Fund Management
China
-$34K -358 Closed
FIM
1914
Fernwood Investment Management
Massachusetts
-$33K -350 Closed
HIM
1915
Hillsdale Investment Management
Ontario, Canada
-$24.5K -260 Closed
NIC
1916
Northwest Investment Counselors
Oregon
-$21.2K -225 Closed
HB
1917
Horizon Bancorp
Indiana
-$16K -173 Closed
TCM
1918
TD Capital Management
Tennessee
-$13.2K -140 Closed
OLVIG
1919
Oliver Lagore Vanvalin Investment Group
Michigan
-$11.1K -118 Closed
NC
1920
nVerses Capital
Florida
-$9.42K -100 Closed
MAM
1921
MMA Asset Management
Pennsylvania
-$7.63K -81 Closed
IGWM
1922
ICA Group Wealth Management
Colorado
-$7.06K -75 Closed
FSWA
1923
Financial Synergies Wealth Advisors
Texas
-$6.59K -70 Closed
HWM
1924
HighMark Wealth Management
Minnesota
-$4.99K -53 Closed
CSWM
1925
Cassady Schiller Wealth Management
Ohio
-$3.58K -38 Closed