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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
PEAK6
351
PEAK6
Illinois
$17.2M
Grantham, Mayo, Van Otterloo & Co (GMO)
352
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.1M
GIM
353
Grassi Investment Management
California
$16.9M
Pacer Advisors
354
Pacer Advisors
Pennsylvania
$16.9M
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$16.7M
Allspring Global Investments
356
Allspring Global Investments
North Carolina
$16.7M
GAM
357
Generali Asset Management
Italy
$16.5M
NPT
358
Nixon Peabody Trust
Massachusetts
$16.5M
BMSSC
359
B. Metzler seel. Sohn & Co
Germany
$16.4M
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.4M
BF
361
BOK Financial
Oklahoma
$16.3M
OAG
362
Orbis Allan Gray
Bermuda
$16.2M
DILIC
363
Dai-ichi Life Insurance Company
Japan
$16.2M
JCM
364
Janney Capital Management
Pennsylvania
$16M
AAS
365
Avantax Advisory Services
Texas
$16M
EMPI
366
Elo Mutual Pension Insurance
Finland
$15.9M
KAS
367
Kestra Advisory Services
Texas
$15.6M
CCM
368
Cinctive Capital Management
New York
$15.5M
Twin Tree Management
369
Twin Tree Management
Texas
$15.5M
BCM
370
BTC Capital Management
Iowa
$15.3M
LWM
371
Lyell Wealth Management
California
$15.3M
Jane Street
372
Jane Street
New York
$15.2M
LFAS
373
Level Four Advisory Services
Texas
$15.1M
OPERF
374
Oregon Public Employees Retirement Fund
Oregon
$15M
TPSF
375
Texas Permanent School Fund
Texas
$14.8M