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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 %
FMI
401
F/M Investments
District of Columbia
$12.5M +$301K +2,140 +2%
BPC
402
Banque Pictet & Cie
Switzerland
$12.3M -$267K -1,899 -2%
AI
403
Atria Investments
North Carolina
$12.1M -$2.38M -16,908 -16%
BCI
404
Brinker Capital Investments
Pennsylvania
$12.1M -$117K -834 -1%
A
405
Allianz
Germany
$12.1M -$342K -2,430 -3%
MSU
406
Mizuho Securities USA
New York
$12M -$1.93M -13,700 -14%
LI
407
LMCG Investments
Massachusetts
$12M +$462K +3,283 +4%
EARNEST Partners
408
EARNEST Partners
Georgia
$11.8M -$759K -5,388 -6%
AF
409
Avanza Fonder
Sweden
$11.6M -$1.61M -11,426 -12%
AWM
410
Apollon Wealth Management
South Carolina
$11.6M +$1.36M +9,674 +13%
BAMF
411
BI Asset Management Fondsmaeglerselskab
Denmark
$11.6M +$4.74M +33,660 +69%
MIG
412
McGuire Investment Group
Rhode Island
$11.4M +$154K +1,096 +1%
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$11.4M +$39.4K +280 +0.3%
Eagle Capital Management (New York)
414
Eagle Capital Management (New York)
New York
$11.2M
GAB
415
German American Bancorp
Indiana
$11.2M -$7.33K -52 -0.1%
LS
416
Livforsakringsbolaget Skandia
Sweden
$11M +$3.82M +27,100 +53%
CWM
417
Calamos Wealth Management
Illinois
$11M +$299K +2,120 +3%
AAM
418
Advisors Asset Management
Colorado
$10.9M -$859K -6,100 -7%
SCM
419
Shelton Capital Management
Colorado
$10.9M -$6.3M -44,749 -37%
WIA
420
Westbourne Investment Advisors
Maryland
$10.8M +$75.8K +538 +0.7%
GWM
421
Geneos Wealth Management
Colorado
$10.8M -$6.9M -49,001 -39%
CM
422
Castleark Management
Illinois
$10.8M +$4.31M +30,610 +67%
PAG
423
Private Advisor Group
New Jersey
$10.7M +$176K +1,250 +2%
OAC
424
OMERS Administration Corp
Ontario, Canada
$10.7M -$14.1K -100 -0.1%
EP
425
Edgestream Partners
New Jersey
$10.6M -$86.3K -613 -0.8%