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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
NA
326
NewEdge Advisors
Louisiana
$21.1M
NAM
327
Nissay Asset Management
Japan
$21M
BTW
328
Boston Trust Walden
Massachusetts
$20.9M
MAM
329
Madison Asset Management
Wisconsin
$20.6M
KPWS
330
Kestra Private Wealth Services
Texas
$20.6M
TIAA Trust, National Association
331
TIAA Trust, National Association
North Carolina
$20.5M
GIM
332
Glenmede Investment Management
Pennsylvania
$20.4M
PP
333
Prudential plc
United Kingdom
$20.3M
Lazard Asset Management
334
Lazard Asset Management
New York
$20.2M
TCM
335
Telos Capital Management
California
$20.2M
EF
336
Empowered Funds
Pennsylvania
$20M
NIM
337
Nexus Investment Management
Ontario, Canada
$20M
GI
338
GAMCO Investors
Connecticut
$19.7M
ATC
339
Argent Trust Co
Tennessee
$19.6M
SOADOR
340
State of Alaska Department of Revenue
Alaska
$19.6M
FNBT
341
FineMark National Bank & Trust
Florida
$19.5M
MT
342
Midwest Trust
Kansas
$19.4M
WP
343
Woodline Partners
California
$18.8M
OHIS
344
Oak Harvest Investment Services
Texas
$18.5M
MME
345
Meag Munich Ergo
Germany
$18.4M
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$18.4M
AIP
347
ARS Investment Partners
New York
$18.4M
PAM
348
Panagora Asset Management
Massachusetts
$18.1M
CAL
349
Capital Analysts LLC
Pennsylvania
$17.4M
Envestnet Portfolio Solutions
350
Envestnet Portfolio Solutions
Illinois
$17.2M