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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 %
Caisse de Depot et Placement du Quebec (CDPQ)
301
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23.6M -$29.9M -212,226 -56%
CCM
302
Copeland Capital Management
Pennsylvania
$23.6M -$33.4K -237 -0.1%
YCM
303
Yousif Capital Management
Michigan
$23.5M -$384K -2,727 -2%
SCM
304
SCS Capital Management
Massachusetts
$23.4M +$17.4M +123,655 +289%
AIM
305
Achmea Investment Management
Netherlands
$23.4M +$2.89M +20,515 +14%
Brown Advisory
306
Brown Advisory
Maryland
$23.2M +$1.25M +8,867 +6%
MAM
307
Magellan Asset Management
Australia
$23.2M +$725K +5,146 +3%
NIG
308
NFJ Investment Group
Texas
$23.2M -$1.4M -9,928 -6%
AHB
309
Abner Herrman & Brock
New Jersey
$23M -$7.98M -56,659 -26%
MOACM
310
Mutual of America Capital Management
New York
$22.9M -$389K -2,760 -2%
MCM
311
MAI Capital Management
Ohio
$22.9M +$176K +1,246 +0.8%
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$22.7M -$417K -2,961 -2%
PAI
313
Pittenger & Anderson Inc
Nebraska
$22.4M -$45.1K -320 -0.2%
Lido Advisors
314
Lido Advisors
California
$22.3M -$1.23M -8,740 -5%
WB
315
WesBanco Bank
West Virginia
$22.3M -$83.1K -590 -0.4%
Mirae Asset Global ETFs Holdings
316
Mirae Asset Global ETFs Holdings
Hong Kong
$22.3M -$1.83M -13,011 -8%
AV
317
ASR Vermogensbeheer
Netherlands
$22.3M -$2.65M -18,789 -11%
CRC
318
Curi RMB Capital
Illinois
$21.9M +$3.49M +24,809 +19%
AP
319
Appleton Partners
Massachusetts
$21.8M +$23.7K +168 +0.1%
CWM
320
CIBC World Markets
New York
$21.7M +$345K +2,451 +2%
BM
321
Bridger Management
New York
$21.6M -$4.79M -34,021 -18%
William Blair & Company
322
William Blair & Company
Illinois
$21.6M -$484K -3,436 -2%
HF
323
HRT Financial
New York
$21.4M +$21.4M +152,061 New
Wealthfront Advisers
324
Wealthfront Advisers
California
$21.4M +$3.36M +23,856 +19%
NA
325
NewEdge Advisors
Louisiana
$21.1M +$815K +5,787 +4%