MS icon

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
QC
376
Quadrature Capital
United Kingdom
$14.8M
Optiver Holding
377
Optiver Holding
Netherlands
$14.7M
GHA
378
GW Henssler & Associates
Georgia
$14.6M
NIM
379
NEOS Investment Management
Connecticut
$14.5M
HTC
380
Haverford Trust Company
Pennsylvania
$14.5M
NRC
381
New Republic Capital
North Carolina
$14.4M
VFM
382
Viking Fund Management
North Dakota
$14.4M
SIG
383
Stonegate Investment Group
Alabama
$14.2M
LIP
384
Lighthouse Investment Partners
Florida
$13.9M
FA
385
Fiduciary Alliance
South Carolina
$13.9M
IMRF
386
Illinois Municipal Retirement Fund
Illinois
$13.8M
GFG
387
Greystone Financial Group
Michigan
$13.7M
CWP
388
Cyndeo Wealth Partners
Florida
$13.5M
HR
389
Howe & Rusling
New York
$13.5M
BBI
390
Baxter Bros Inc
Connecticut
$13.5M
CA
391
Cornerstone Advisors
North Carolina
$13.4M
SPIA
392
Steward Partners Investment Advisory
New York
$13.4M
SAM
393
Socorro Asset Management
Texas
$13.3M
Nomura Holdings
394
Nomura Holdings
Japan
$13.3M
DFCM
395
Dark Forest Capital Management
Puerto Rico
$13.3M
DCM
396
Dupont Capital Management
Delaware
$13.3M
BCV
397
Banque Cantonale Vaudoise
Switzerland
$13M
KA
398
Kintegral Advisory
New York
$13M
AAIM
399
American Assets Investment Management
California
$13M
OC
400
Oppenheimer & Co
New York
$12.9M