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