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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
FAF
276
Fjarde Ap-fonden
Sweden
$27M
PR
277
Payden & Rygel
California
$26.9M
BCIM
278
British Columbia Investment Management
British Columbia, Canada
$26.8M
URS
279
Utah Retirement Systems
Utah
$26.7M
Daiwa Securities Group
280
Daiwa Securities Group
Japan
$26.3M
NAM
281
NorthCrest Asset Manangement
Minnesota
$26.3M
NYLIM
282
New York Life Investment Management
New York
$26M
VPIM
283
Vanguard Personalized Indexing Management
California
$26M
EI
284
Ethic Inc
New York
$25.9M
HIP
285
HUB Investment Partners
Texas
$25.7M
MIFH
286
Migdal Insurance & Financial Holdings
Israel
$25.6M
Diamond Hill Capital Management
287
Diamond Hill Capital Management
Ohio
$25.6M
Pathstone Holdings
288
Pathstone Holdings
New Jersey
$25.4M
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$25.2M
X
290
Xponance
Pennsylvania
$25.2M
FAM
291
Fred Alger Management
New York
$24.8M
PMAM
292
Picton Mahoney Asset Management
Ontario, Canada
$24.7M
PFSRSONJ
293
Police & Firemen's Retirement System of New Jersey
New Jersey
$24.7M
VMPIC
294
Varma Mutual Pension Insurance Co
Finland
$24.7M
CGPCS
295
Capital Group Private Client Services
California
$24.6M
UB
296
UMB Bank
Missouri
$24.4M
CIS
297
Connors Investor Services
Pennsylvania
$24.3M
SMDAM
298
Sumitomo Mitsui DS Asset Management
Japan
$24.2M
BBVA
299
Banco Bilbao Vizcaya Argentaria
Spain
$24.1M
AssetMark Inc
300
AssetMark Inc
California
$23.9M