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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 %
AG
426
Advocate Group
Minnesota
$10.6M -$269K -1,908 -2%
HIMCH
427
Hartford Investment Management Co (HIMCO)
Connecticut
$10.5M -$133K -946 -1%
Loomis, Sayles & Company
428
Loomis, Sayles & Company
Massachusetts
$10.5M +$176K +1,251 +2%
DADC
429
D.A. Davidson & Co
Montana
$10.5M -$186K -1,323 -2%
GC
430
Guggenheim Capital
Illinois
$10.5M -$925K -6,570 -8%
AAIS
431
ABN AMRO Investment Solutions
$10.5M +$287K +2,035 +3%
HWM
432
HB Wealth Management
Georgia
$10.5M +$567K +4,026 +6%
OLA
433
Oliver Luxxe Assets
New Jersey
$10.4M +$196K +1,394 +2%
IIM
434
INTECH Investment Management
Florida
$10.4M -$5.51M -39,083 -35%
IC
435
IEQ Capital
California
$10.4M -$7.49M -53,177 -42%
KRS
436
Kentucky Retirement Systems
Kentucky
$10.4M -$679K -4,817 -6%
IIM
437
Intact Investment Management
Quebec, Canada
$10.3M -$2.13M -15,100 -17%
Jacobs Levy Equity Management
438
Jacobs Levy Equity Management
New Jersey
$10.3M +$58.2K +413 +0.6%
DA
439
DCM Advisors
New York
$10.3M +$1M +7,108 +11%
P
440
&Partners
Tennessee
$10.3M +$2.98M +21,137 +41%
HC
441
Hourglass Capital
Texas
$10.3M -$169K -1,200 -2%
VIM
442
Vinva Investment Management
Australia
$10.1M +$4.9M +34,834 +94%
LGF
443
LGT Group Foundation
Liechtenstein
$10.1M +$7.3M +51,823 +260%
FLPIM
444
F.L. Putnam Investment Management
Massachusetts
$10M -$2.47M -17,527 -20%
MFG
445
Merit Financial Group
Georgia
$9.96M +$6.27M +44,509 +170%
LIP
446
Liontrust Investment Partners
United Kingdom
$9.89M -$4.42M -31,351 -31%
IP
447
Interval Partners
New York
$9.85M +$9.85M +69,948 New
AIMC
448
Alley Investment Management Company
Illinois
$9.73M +$932K +6,619 +11%
TSW
449
Thompson Siegel & Walmsley
Virginia
$9.7M +$3.59M +25,500 +59%
CCM
450
Coldstream Capital Management
Washington
$9.66M +$853K +6,054 +10%