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Morgan Stanley

2,184 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, 882 increasing their positions, 765 reducing their positions, and 115 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: 2,0762,184 (+108)

0.62% more ownership

Funds ownership: 83.64%84.26% (+0.62%)

20% less call options, than puts

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

Holders
2,184
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
GF
251
Gabelli Funds
New York
$30.9M
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$30.8M
ECM
253
ExodusPoint Capital Management
New York
$30.7M
TWC
254
TD Waterhouse Canada
Ontario, Canada
$30.6M
FGP
255
Freestone Grove Partners
California
$30.3M
B
256
Bailard
California
$30.1M
CIC
257
Chilton Investment Company
Connecticut
$29.9M
CII
258
Capital International Inc
California
$29.6M
PHAM
259
Pacific Heights Asset Management
California
$29.6M
FMLI
260
Fukoku Mutual Life Insurance
Japan
$29.5M
First Manhattan
261
First Manhattan
New York
$29.1M
HPG
262
Harvest Portfolios Group
Ontario, Canada
$28.7M
UIM
263
USS Investment Management
United Kingdom
$28.6M
C
264
Certuity
Florida
$28.6M
SC
265
Scotia Capital
Ontario, Canada
$28.3M
SFA
266
Sequoia Financial Advisors
Ohio
$28.2M
AQR Capital Management
267
AQR Capital Management
Connecticut
$28M
VWM
268
Valley Wealth Managers
New Jersey
$27.9M
PGFC
269
Peapack-Gladstone Financial Corp
New Jersey
$27.9M
JPMIA
270
J.P. Marvel Investment Advisors
Massachusetts
$27.8M
CGH
271
Crossmark Global Holdings
Texas
$27.6M
LCM
272
LVM Capital Management
Michigan
$27.5M
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$27.5M
HP
274
Hosking Partners
United Kingdom
$27M
Susquehanna International Group
275
Susquehanna International Group
Pennsylvania
$27M