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