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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 %
Grantham, Mayo, Van Otterloo & Co (GMO)
351
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.1M +$3.46M +24,576 +25%
GIM
352
Grassi Investment Management
California
$16.9M -$98.6K -700 -0.6%
Pacer Advisors
353
Pacer Advisors
Pennsylvania
$16.9M +$1.61M +11,454 +11%
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$16.7M +$173K +1,228 +1%
Allspring Global Investments
355
Allspring Global Investments
North Carolina
$16.7M +$1.41M +9,984 +9%
GAM
356
Generali Asset Management
Italy
$16.5M -$3.38M -24,027 -17%
NPT
357
Nixon Peabody Trust
Massachusetts
$16.5M -$96.8K -687 -0.6%
BMSSC
358
B. Metzler seel. Sohn & Co
Germany
$16.4M -$4.88M -34,643 -23%
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.4M +$1.36M +9,675 +9%
BF
360
BOK Financial
Oklahoma
$16.3M -$4.21M -29,900 -20%
OAG
361
Orbis Allan Gray
Bermuda
$16.2M +$165K +1,174 +1%
DILIC
362
Dai-ichi Life Insurance Company
Japan
$16.2M -$2.76M -19,563 -15%
JCM
363
Janney Capital Management
Pennsylvania
$16M -$200K -1,420 -1%
AAS
364
Avantax Advisory Services
Texas
$16M +$341K +2,424 +2%
EMPI
365
Elo Mutual Pension Insurance
Finland
$15.9M +$5.73M +40,647 +56%
KAS
366
Kestra Advisory Services
Texas
$15.6M +$695K +4,932 +5%
CCM
367
Cinctive Capital Management
New York
$15.5M -$2.61M -18,535 -14%
Twin Tree Management
368
Twin Tree Management
Texas
$15.5M +$15.2M +108,163 +6,820%
BCM
369
BTC Capital Management
Iowa
$15.3M -$43.2K -308 -0.3%
LWM
370
Lyell Wealth Management
California
$15.3M +$691K +4,909 +5%
Jane Street
371
Jane Street
New York
$15.2M +$4.1M +29,120 +37%
LFAS
372
Level Four Advisory Services
Texas
$15.1M +$158K +1,123 +1%
OPERF
373
Oregon Public Employees Retirement Fund
Oregon
$15M +$70.4K +500 +0.5%
QC
374
Quadrature Capital
United Kingdom
$14.8M +$14.8M +104,915 New
Optiver Holding
375
Optiver Holding
Netherlands
$14.7M -$35.7M -253,107 -71%