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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 %
GHA
376
GW Henssler & Associates
Georgia
$14.6M +$14.6M +103,485 New
NIM
377
NEOS Investment Management
Connecticut
$14.5M +$3.02M +21,405 +26%
HTC
378
Haverford Trust Company
Pennsylvania
$14.5M +$558K +3,963 +4%
NRC
379
New Republic Capital
North Carolina
$14.4M +$24.9K +177 +0.2%
VFM
380
Viking Fund Management
North Dakota
$14.4M +$986K +7,000 +7%
SIG
381
Stonegate Investment Group
Alabama
$14.2M +$33.2K +236 +0.2%
LIP
382
Lighthouse Investment Partners
Florida
$13.9M +$13.9M +98,586 New
FA
383
Fiduciary Alliance
South Carolina
$13.9M -$2.42M -17,195 -15%
IMRF
384
Illinois Municipal Retirement Fund
Illinois
$13.8M -$205K -1,454 -1%
GFG
385
Greystone Financial Group
Michigan
$13.7M -$94.7K -672 -0.7%
CWP
386
Cyndeo Wealth Partners
Florida
$13.5M +$24.1K +171 +0.2%
HR
387
Howe & Rusling
New York
$13.5M +$392K +2,784 +3%
BBI
388
Baxter Bros Inc
Connecticut
$13.5M +$799K +5,669 +6%
CA
389
Cornerstone Advisors
North Carolina
$13.4M +$902K +6,400 +7%
SPIA
390
Steward Partners Investment Advisory
New York
$13.4M +$22.8K +162 +0.2%
SAM
391
Socorro Asset Management
Texas
$13.3M -$875K -6,213 -6%
Nomura Holdings
392
Nomura Holdings
Japan
$13.3M -$23.6M -167,734 -64%
DFCM
393
Dark Forest Capital Management
Puerto Rico
$13.3M +$6.87M +48,763 +106%
DCM
394
Dupont Capital Management
Delaware
$13.3M +$1.53M +10,882 +13%
BCV
395
Banque Cantonale Vaudoise
Switzerland
$13M +$1.26M +8,925 +11%
KA
396
Kintegral Advisory
New York
$13M -$19.6K -139 -0.2%
AAIM
397
American Assets Investment Management
California
$13M
OC
398
Oppenheimer & Co
New York
$12.9M +$1.2M +8,494 +10%
JAM
399
Jupiter Asset Management
United Kingdom
$12.8M +$2.84M +20,177 +28%
LBC
400
Lowe Brockenbrough & Co
Virginia
$12.5M -$167K -1,187 -1%