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Morgan Stanley

2,162 hedge funds and large institutions have $190B invested in Morgan Stanley in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 879 increasing their positions, 757 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+96
Holders Change %
+4.65%
% of All Funds
28.98%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
0.62%
New
245
Increased
879
Reduced
757
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
251
TD Waterhouse Canada
Ontario, Canada
$30.6M -$4.05M -28,728 -12%
FGP
252
Freestone Grove Partners
California
$30.3M +$30.3M +215,430 New
B
253
Bailard
California
$30.1M -$69.7K -495 -0.2%
Osaic Holdings
254
Osaic Holdings
Arizona
$29.9M +$9.34M +74,595 +45%
CIC
255
Chilton Investment Company
Connecticut
$29.9M -$6.79M -48,239 -19%
CII
256
Capital International Inc
California
$29.6M +$8.34M +59,241 +39%
PHAM
257
Pacific Heights Asset Management
California
$29.6M +$3.52M +25,000 +14%
FMLI
258
Fukoku Mutual Life Insurance
Japan
$29.5M -$97.8K -694 -0.3%
First Manhattan
259
First Manhattan
New York
$29.1M +$2.95M +20,922 +11%
HPG
260
Harvest Portfolios Group
Ontario, Canada
$28.7M +$1.98M +14,060 +7%
UIM
261
USS Investment Management
United Kingdom
$28.6M +$196K +1,389 +0.7%
C
262
Certuity
Florida
$28.6M +$9.16K +65 +0%
SC
263
Scotia Capital
Ontario, Canada
$28.3M +$10.4M +74,143 +59%
SFA
264
Sequoia Financial Advisors
Ohio
$28.2M +$1.75M +12,425 +7%
AQR Capital Management
265
AQR Capital Management
Connecticut
$28M -$8.57M -60,842 -23%
VWM
266
Valley Wealth Managers
New Jersey
$27.9M -$570K -4,050 -2%
PGFC
267
Peapack-Gladstone Financial Corp
New Jersey
$27.9M +$190K +1,350 +0.7%
JPMIA
268
J.P. Marvel Investment Advisors
Massachusetts
$27.8M -$105K -747 -0.4%
CGH
269
Crossmark Global Holdings
Texas
$27.6M -$5M -35,522 -15%
LCM
270
LVM Capital Management
Michigan
$27.5M -$255K -1,807 -0.9%
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$27.5M -$3.76M -26,684 -12%
HP
272
Hosking Partners
United Kingdom
$27M -$183K -1,302 -0.7%
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
$27M -$74.2M -526,495 -73%
FAF
274
Fjarde Ap-fonden
Sweden
$27M +$5.18M +36,800 +24%
PR
275
Payden & Rygel
California
$26.9M +$239K +1,700 +0.9%