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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
Wealthfront Advisers
326
Wealthfront Advisers
California
$21.4M
NA
327
NewEdge Advisors
Louisiana
$21.1M
NAM
328
Nissay Asset Management
Japan
$21M
BTW
329
Boston Trust Walden
Massachusetts
$20.9M
MAM
330
Madison Asset Management
Wisconsin
$20.6M
KPWS
331
Kestra Private Wealth Services
Texas
$20.6M
TIAA Trust, National Association
332
TIAA Trust, National Association
North Carolina
$20.5M
GIM
333
Glenmede Investment Management
Pennsylvania
$20.4M
PP
334
Prudential plc
United Kingdom
$20.3M
Lazard Asset Management
335
Lazard Asset Management
New York
$20.2M
TCM
336
Telos Capital Management
California
$20.2M
EF
337
Empowered Funds
Pennsylvania
$20M
NIM
338
Nexus Investment Management
Ontario, Canada
$20M
GI
339
GAMCO Investors
Connecticut
$19.7M
ATC
340
Argent Trust Co
Tennessee
$19.6M
SOADOR
341
State of Alaska Department of Revenue
Alaska
$19.6M
FNBT
342
FineMark National Bank & Trust
Florida
$19.5M
MT
343
Midwest Trust
Kansas
$19.4M
WP
344
Woodline Partners
California
$18.8M
OHIS
345
Oak Harvest Investment Services
Texas
$18.5M
MME
346
Meag Munich Ergo
Germany
$18.4M
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$18.4M
AIP
348
ARS Investment Partners
New York
$18.4M
PAM
349
Panagora Asset Management
Massachusetts
$18.1M
CAL
350
Capital Analysts LLC
Pennsylvania
$17.4M