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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
OC
401
Oppenheimer & Co
New York
$12.9M
JAM
402
Jupiter Asset Management
United Kingdom
$12.8M
LBC
403
Lowe Brockenbrough & Co
Virginia
$12.5M
FMI
404
F/M Investments
District of Columbia
$12.5M
BPC
405
Banque Pictet & Cie
Switzerland
$12.3M
AI
406
Atria Investments
North Carolina
$12.1M
BCI
407
Brinker Capital Investments
Pennsylvania
$12.1M
A
408
Allianz
Germany
$12.1M
MSU
409
Mizuho Securities USA
New York
$12M
LI
410
LMCG Investments
Massachusetts
$12M
EARNEST Partners
411
EARNEST Partners
Georgia
$11.8M
AF
412
Avanza Fonder
Sweden
$11.6M
AWM
413
Apollon Wealth Management
South Carolina
$11.6M
BAMF
414
BI Asset Management Fondsmaeglerselskab
Denmark
$11.6M
MIG
415
McGuire Investment Group
Rhode Island
$11.4M
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$11.4M
Eagle Capital Management (New York)
417
Eagle Capital Management (New York)
New York
$11.2M
GAB
418
German American Bancorp
Indiana
$11.2M
LS
419
Livforsakringsbolaget Skandia
Sweden
$11M
CWM
420
Calamos Wealth Management
Illinois
$11M
AAM
421
Advisors Asset Management
Colorado
$10.9M
SCM
422
Shelton Capital Management
Colorado
$10.9M
WIA
423
Westbourne Investment Advisors
Maryland
$10.8M
GWM
424
Geneos Wealth Management
Colorado
$10.8M
CM
425
Castleark Management
Illinois
$10.8M