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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 %
NAM
326
Nissay Asset Management
Japan
$21M +$6.48K +46 +0%
BTW
327
Boston Trust Walden
Massachusetts
$20.9M +$20.5M +145,810 +6,018%
MAM
328
Madison Asset Management
Wisconsin
$20.6M -$1.27M -9,046 -6%
KPWS
329
Kestra Private Wealth Services
Texas
$20.6M +$211K +1,497 +1%
TIAA Trust, National Association
330
TIAA Trust, National Association
North Carolina
$20.5M +$14.2M +101,039 +226%
GIM
331
Glenmede Investment Management
Pennsylvania
$20.4M +$20.4M +145,155 New
PP
332
Prudential plc
United Kingdom
$20.3M +$2.23M +15,856 +12%
Lazard Asset Management
333
Lazard Asset Management
New York
$20.2M -$26.7M -189,403 -57%
TCM
334
Telos Capital Management
California
$20.2M -$94.9K -674 -0.5%
EF
335
Empowered Funds
Pennsylvania
$20M +$8.81M +62,565 +78%
NIM
336
Nexus Investment Management
Ontario, Canada
$20M
GI
337
GAMCO Investors
Connecticut
$19.7M -$773K -5,489 -4%
ATC
338
Argent Trust Co
Tennessee
$19.6M
SOADOR
339
State of Alaska Department of Revenue
Alaska
$19.6M -$870K -6,175 -4%
FNBT
340
FineMark National Bank & Trust
Florida
$19.5M -$177K -1,256 -0.9%
MT
341
Midwest Trust
Kansas
$19.4M +$19.4M +137,482 New
WP
342
Woodline Partners
California
$18.8M +$4.1M +29,079 +28%
OHIS
343
Oak Harvest Investment Services
Texas
$18.5M +$582K +4,129 +3%
MME
344
Meag Munich Ergo
Germany
$18.4M +$15.8M +111,932 +595%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$18.4M -$51.1K -363 -0.3%
AIP
346
ARS Investment Partners
New York
$18.4M +$18.1M +128,810 +7,577%
PAM
347
Panagora Asset Management
Massachusetts
$18.1M -$294K -2,088 -2%
CAL
348
Capital Analysts LLC
Pennsylvania
$17.4M +$806K +5,722 +5%
Envestnet Portfolio Solutions
349
Envestnet Portfolio Solutions
Illinois
$17.2M -$2.01M -14,265 -10%
PEAK6
350
PEAK6
Illinois
$17.2M -$626K -4,445 -4%