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
JAM
401
Jupiter Asset Management
United Kingdom
$12.8M
LBC
402
Lowe Brockenbrough & Co
Virginia
$12.5M
FMI
403
F/M Investments
District of Columbia
$12.5M
BPC
404
Banque Pictet & Cie
Switzerland
$12.3M
AI
405
Atria Investments
North Carolina
$12.1M
BCI
406
Brinker Capital Investments
Pennsylvania
$12.1M
A
407
Allianz
Germany
$12.1M
MSU
408
Mizuho Securities USA
New York
$12M
LI
409
LMCG Investments
Massachusetts
$12M
EARNEST Partners
410
EARNEST Partners
Georgia
$11.8M
AF
411
Avanza Fonder
Sweden
$11.6M
AWM
412
Apollon Wealth Management
South Carolina
$11.6M
BAMF
413
BI Asset Management Fondsmaeglerselskab
Denmark
$11.6M
MIG
414
McGuire Investment Group
Rhode Island
$11.4M
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$11.4M
Eagle Capital Management (New York)
416
Eagle Capital Management (New York)
New York
$11.2M
GAB
417
German American Bancorp
Indiana
$11.2M
LS
418
Livforsakringsbolaget Skandia
Sweden
$11M
CWM
419
Calamos Wealth Management
Illinois
$11M
AAM
420
Advisors Asset Management
Colorado
$10.9M
SCM
421
Shelton Capital Management
Colorado
$10.9M
WIA
422
Westbourne Investment Advisors
Maryland
$10.8M
GWM
423
Geneos Wealth Management
Colorado
$10.8M
CM
424
Castleark Management
Illinois
$10.8M
PAG
425
Private Advisor Group
New Jersey
$10.7M