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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 %
NB
451
Norinchukin Bank
Japan
$9.65M +$523K +3,711 +6%
JWBC
452
J.W. Burns & Co
New York
$9.59M -$131K -930 -1%
Thrivent Financial for Lutherans
453
Thrivent Financial for Lutherans
Minnesota
$9.56M +$1.06M +7,551 +13%
LG
454
Leuthold Group
Minnesota
$9.53M -$143K -1,016 -1%
TCBWMS
455
Texas Capital Bank Wealth Management Services
Texas
$9.49M -$573K -4,066 -6%
HIC
456
Hartline Investment Corp
Illinois
$9.44M -$2.06M -14,602 -18%
HVIA
457
Hudson Valley Investment Advisors
New York
$9.43M -$215K -1,523 -2%
MA
458
Montag & Associates
Georgia
$9.4M -$163K -1,156 -2%
LA
459
LBP AM
France
$9.36M -$2.85M -20,233 -23%
LSERS
460
Louisiana State Employees Retirement System
Louisiana
$9.18M -$183K -1,300 -2%
AFG
461
Albion Financial Group
Utah
$9.18M +$68.6K +487 +0.8%
SAM
462
Securian Asset Management
Minnesota
$9.09M -$140K -996 -2%
SF
463
Synovus Financial
Georgia
$9.01M +$521K +3,695 +6%
PAS
464
Park Avenue Securities
New York
$8.98M +$1.08M +7,696 +14%
GI
465
GLOBALT Investments
Georgia
$8.96M -$573K -4,067 -6%
VVP
466
Venture Visionary Partners
Ohio
$8.93M +$5.97M +42,404 +202%
GCA
467
Greenwood Capital Associates
South Carolina
$8.9M -$2.25M -15,959 -20%
ISB
468
Iowa State Bank
Iowa
$8.88M -$213K -1,510 -2%
PSP
469
Principal Street Partners
Tennessee
$8.87M +$872K +6,193 +11%
GIBU
470
Gulf International Bank (UK)
United Kingdom
$8.75M -$1.02M -7,222 -10%
CDDEC
471
Caisse Des Depots Et Consignations
France
$8.6M
Assenagon Asset Management
472
Assenagon Asset Management
Luxembourg
$8.56M +$207K +1,468 +2%
BA
473
Baugh & Associates
Georgia
$8.55M -$406K -3,136 -5%
ZIM
474
Zacks Investment Management
Illinois
$8.42M +$157K +1,116 +2%
IG
475
ING Group
Netherlands
$8.42M +$597K +4,241 +8%