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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
TPSF
376
Texas Permanent School Fund
Texas
$14.8M
QC
377
Quadrature Capital
United Kingdom
$14.8M
Optiver Holding
378
Optiver Holding
Netherlands
$14.7M
GHA
379
GW Henssler & Associates
Georgia
$14.6M
NIM
380
NEOS Investment Management
Connecticut
$14.5M
HTC
381
Haverford Trust Company
Pennsylvania
$14.5M
NRC
382
New Republic Capital
North Carolina
$14.4M
VFM
383
Viking Fund Management
North Dakota
$14.4M
SIG
384
Stonegate Investment Group
Alabama
$14.2M
LIP
385
Lighthouse Investment Partners
Florida
$13.9M
FA
386
Fiduciary Alliance
South Carolina
$13.9M
IMRF
387
Illinois Municipal Retirement Fund
Illinois
$13.8M
GFG
388
Greystone Financial Group
Michigan
$13.7M
CWP
389
Cyndeo Wealth Partners
Florida
$13.5M
HR
390
Howe & Rusling
New York
$13.5M
BBI
391
Baxter Bros Inc
Connecticut
$13.5M
CA
392
Cornerstone Advisors
North Carolina
$13.4M
SPIA
393
Steward Partners Investment Advisory
New York
$13.4M
SAM
394
Socorro Asset Management
Texas
$13.3M
Nomura Holdings
395
Nomura Holdings
Japan
$13.3M
DFCM
396
Dark Forest Capital Management
Puerto Rico
$13.3M
DCM
397
Dupont Capital Management
Delaware
$13.3M
BCV
398
Banque Cantonale Vaudoise
Switzerland
$13M
KA
399
Kintegral Advisory
New York
$13M
AAIM
400
American Assets Investment Management
California
$13M