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Morgan Stanley

2,173 hedge funds and large institutions have $190B invested in Morgan Stanley in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 880 increasing their positions, 763 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% more funds holding

Funds holding: 2,0672,173 (+106)

0.62% more ownership

Funds ownership: 83.59%84.21% (+0.62%)

20% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $4.11B

Holders
2,173
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.27B
Puts
$4.11B
Net Calls
Net Calls Change

Top Buyers

1 +$299M
2 +$253M
3 +$250M
4
UBS AM
UBS AM
Illinois
+$217M
5
Squarepoint
Squarepoint
New York
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
226
Conning Inc
Connecticut
$37.7M
FIA
227
Foundations Investment Advisors
Arizona
$37.3M
DZ Bank
228
DZ Bank
Germany
$37.1M
FAF
229
Första AP-fonden
Sweden
$36.5M
O
230
Ossiam
France
$35.9M
Public Sector Pension Investment Board (PSP Investments)
231
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$35.8M
MLL
232
Moody Lynn & Lieberson
Massachusetts
$35.6M
Kovitz Investment Group Partners
233
Kovitz Investment Group Partners
Illinois
$35.6M
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$35.2M
EAM
235
Erste Asset Management
Austria
$34.8M
HIMC
236
Heritage Investors Management Corp
Maryland
$34.7M
BG
237
Bollard Group
Massachusetts
$34.6M
IMPI
238
Ilmarinen Mutual Pension Insurance
Finland
$34.5M
KeyBank National Association
239
KeyBank National Association
Ohio
$34.1M
II
240
IFM Investors
Australia
$33.4M
Cerity Partners
241
Cerity Partners
New York
$33.4M
MCM
242
Maple Capital Management
Vermont
$33.3M
AB
243
Amalgamated Bank
New York
$33.2M
ACA
244
Aptus Capital Advisors
Alabama
$33.1M
Focus Partners Wealth
245
Focus Partners Wealth
Massachusetts
$32.8M
MSV
246
MN Services Vermogensbeheer
Netherlands
$32.6M
BCAM
247
Boston Common Asset Management
Massachusetts
$31.8M
PI
248
PineBridge Investments
New York
$30.9M
GF
249
Gabelli Funds
New York
$30.9M
Cetera Investment Advisers
250
Cetera Investment Advisers
Illinois
$30.8M