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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
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$36.6B
State Street
2
State Street
Massachusetts
$10.7B -$124M -1,300,915 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.6B +$20.4M +214,039 +0.2%
BlackRock
4
BlackRock
New York
$8.2B -$462M -4,851,220 -5%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.82B -$65.1M -683,895 -1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.74B -$416M -4,370,526 -10%
Capital International Investors
7
Capital International Investors
California
$2.89B +$115M +1,208,990 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.42B +$40.8M +428,558 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.25B +$563M +5,915,271 +34%
Fisher Asset Management
10
Fisher Asset Management
Washington
$2.12B +$98.1M +1,031,032 +5%
Bank of America
11
Bank of America
North Carolina
$2.04B -$163M -1,717,010 -8%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$1.89B -$32.1M -337,264 -2%
Norges Bank
13
Norges Bank
Norway
$1.39B +$103M +1,080,005 +8%
Goldman Sachs
14
Goldman Sachs
New York
$1.34B +$368M +3,865,111 +39%
Ameriprise
15
Ameriprise
Minnesota
$1.27B -$26.8M -281,368 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.25B +$28.9M +303,654 +2%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$1.23B -$24.6M -258,801 -2%
Northern Trust
18
Northern Trust
Illinois
$1.16B +$14.8M +155,478 +1%
Charles Schwab
19
Charles Schwab
California
$1.06B +$7.9M +82,955 +0.8%
Invesco
20
Invesco
Georgia
$1.05B -$63.2M -663,651 -6%
UBS Group
21
UBS Group
Switzerland
$968M +$113M +1,191,232 +14%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$873M -$51M -535,578 -6%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$859M +$23.1M +242,896 +3%
Capital Research Global Investors
24
Capital Research Global Investors
California
$841M -$158M -1,662,265 -16%
Legal & General Group
25
Legal & General Group
United Kingdom
$797M -$11.1M -116,956 -1%