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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
Envestnet Portfolio Solutions
351
Envestnet Portfolio Solutions
Illinois
$17.2M
PEAK6
352
PEAK6
Illinois
$17.2M
Grantham, Mayo, Van Otterloo & Co (GMO)
353
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.1M
GIM
354
Grassi Investment Management
California
$16.9M
Pacer Advisors
355
Pacer Advisors
Pennsylvania
$16.9M
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$16.7M
Allspring Global Investments
357
Allspring Global Investments
North Carolina
$16.7M
GAM
358
Generali Asset Management
Italy
$16.5M
NPT
359
Nixon Peabody Trust
Massachusetts
$16.5M
BMSSC
360
B. Metzler seel. Sohn & Co
Germany
$16.4M
FDCDDQ
361
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.4M
BF
362
BOK Financial
Oklahoma
$16.3M
OAG
363
Orbis Allan Gray
Bermuda
$16.2M
DILIC
364
Dai-ichi Life Insurance Company
Japan
$16.2M
JCM
365
Janney Capital Management
Pennsylvania
$16M
AAS
366
Avantax Advisory Services
Texas
$16M
EMPI
367
Elo Mutual Pension Insurance
Finland
$15.9M
KAS
368
Kestra Advisory Services
Texas
$15.6M
CCM
369
Cinctive Capital Management
New York
$15.5M
Twin Tree Management
370
Twin Tree Management
Texas
$15.5M
BCM
371
BTC Capital Management
Iowa
$15.3M
LWM
372
Lyell Wealth Management
California
$15.3M
Jane Street
373
Jane Street
New York
$15.2M
LFAS
374
Level Four Advisory Services
Texas
$15.1M
OPERF
375
Oregon Public Employees Retirement Fund
Oregon
$15M