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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
Mirae Asset Global Investments
301
Mirae Asset Global Investments
South Korea
$23.7M
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$23.7M
Caisse de Depot et Placement du Quebec (CDPQ)
303
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23.6M
CCM
304
Copeland Capital Management
Pennsylvania
$23.6M
YCM
305
Yousif Capital Management
Michigan
$23.5M
SCM
306
SCS Capital Management
Massachusetts
$23.4M
AIM
307
Achmea Investment Management
Netherlands
$23.4M
Brown Advisory
308
Brown Advisory
Maryland
$23.2M
MAM
309
Magellan Asset Management
Australia
$23.2M
NIG
310
NFJ Investment Group
Texas
$23.2M
AHB
311
Abner Herrman & Brock
New Jersey
$23M
MOACM
312
Mutual of America Capital Management
New York
$22.9M
MCM
313
MAI Capital Management
Ohio
$22.9M
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$22.7M
PAI
315
Pittenger & Anderson Inc
Nebraska
$22.4M
Lido Advisors
316
Lido Advisors
California
$22.3M
WB
317
WesBanco Bank
West Virginia
$22.3M
Mirae Asset Global ETFs Holdings
318
Mirae Asset Global ETFs Holdings
Hong Kong
$22.3M
AV
319
ASR Vermogensbeheer
Netherlands
$22.3M
CRC
320
Curi RMB Capital
Illinois
$21.9M
AP
321
Appleton Partners
Massachusetts
$21.8M
CWM
322
CIBC World Markets
New York
$21.7M
BM
323
Bridger Management
New York
$21.6M
William Blair & Company
324
William Blair & Company
Illinois
$21.6M
HF
325
HRT Financial
New York
$21.4M