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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
PAG
426
Private Advisor Group
New Jersey
$10.7M
OAC
427
OMERS Administration Corp
Ontario, Canada
$10.7M
EP
428
Edgestream Partners
New Jersey
$10.6M
AG
429
Advocate Group
Minnesota
$10.6M
HIMCH
430
Hartford Investment Management Co (HIMCO)
Connecticut
$10.5M
Loomis, Sayles & Company
431
Loomis, Sayles & Company
Massachusetts
$10.5M
DADC
432
D.A. Davidson & Co
Montana
$10.5M
GC
433
Guggenheim Capital
Illinois
$10.5M
AAIS
434
ABN AMRO Investment Solutions
$10.5M
HWM
435
HB Wealth Management
Georgia
$10.5M
OLA
436
Oliver Luxxe Assets
New Jersey
$10.4M
IIM
437
INTECH Investment Management
Florida
$10.4M
IC
438
IEQ Capital
California
$10.4M
KRS
439
Kentucky Retirement Systems
Kentucky
$10.4M
IIM
440
Intact Investment Management
Quebec, Canada
$10.3M
Jacobs Levy Equity Management
441
Jacobs Levy Equity Management
New Jersey
$10.3M
DA
442
DCM Advisors
New York
$10.3M
P
443
&Partners
Tennessee
$10.3M
HC
444
Hourglass Capital
Texas
$10.3M
VIM
445
Vinva Investment Management
Australia
$10.1M
LGF
446
LGT Group Foundation
Liechtenstein
$10.1M
FLPIM
447
F.L. Putnam Investment Management
Massachusetts
$10M
MFG
448
Merit Financial Group
Georgia
$9.96M
LIP
449
Liontrust Investment Partners
United Kingdom
$9.89M
IP
450
Interval Partners
New York
$9.85M