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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
PR
276
Payden & Rygel
California
$26.9M
BCIM
277
British Columbia Investment Management
British Columbia, Canada
$26.8M
URS
278
Utah Retirement Systems
Utah
$26.7M
Daiwa Securities Group
279
Daiwa Securities Group
Japan
$26.3M
NAM
280
NorthCrest Asset Manangement
Minnesota
$26.3M
NYLIM
281
New York Life Investment Management
New York
$26M
VPIM
282
Vanguard Personalized Indexing Management
California
$26M
EI
283
Ethic Inc
New York
$25.9M
HIP
284
HUB Investment Partners
Texas
$25.7M
MIFH
285
Migdal Insurance & Financial Holdings
Israel
$25.6M
Diamond Hill Capital Management
286
Diamond Hill Capital Management
Ohio
$25.6M
Pathstone Holdings
287
Pathstone Holdings
New Jersey
$25.4M
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$25.2M
X
289
Xponance
Pennsylvania
$25.2M
FAM
290
Fred Alger Management
New York
$24.8M
PMAM
291
Picton Mahoney Asset Management
Ontario, Canada
$24.7M
PFSRSONJ
292
Police & Firemen's Retirement System of New Jersey
New Jersey
$24.7M
VMPIC
293
Varma Mutual Pension Insurance Co
Finland
$24.7M
CGPCS
294
Capital Group Private Client Services
California
$24.6M
UB
295
UMB Bank
Missouri
$24.4M
CIS
296
Connors Investor Services
Pennsylvania
$24.3M
SMDAM
297
Sumitomo Mitsui DS Asset Management
Japan
$24.2M
BBVA
298
Banco Bilbao Vizcaya Argentaria
Spain
$24.1M
AssetMark Inc
299
AssetMark Inc
California
$23.9M
Mirae Asset Global Investments
300
Mirae Asset Global Investments
South Korea
$23.7M