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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
AIMC
451
Alley Investment Management Company
Illinois
$9.73M
TSW
452
Thompson Siegel & Walmsley
Virginia
$9.7M
CCM
453
Coldstream Capital Management
Washington
$9.66M
NB
454
Norinchukin Bank
Japan
$9.65M
JWBC
455
J.W. Burns & Co
New York
$9.59M
Thrivent Financial for Lutherans
456
Thrivent Financial for Lutherans
Minnesota
$9.56M
LG
457
Leuthold Group
Minnesota
$9.53M
TCBWMS
458
Texas Capital Bank Wealth Management Services
Texas
$9.49M
HIC
459
Hartline Investment Corp
Illinois
$9.44M
HVIA
460
Hudson Valley Investment Advisors
New York
$9.43M
MA
461
Montag & Associates
Georgia
$9.4M
LA
462
LBP AM
France
$9.36M
LSERS
463
Louisiana State Employees Retirement System
Louisiana
$9.18M
AFG
464
Albion Financial Group
Utah
$9.18M
SAM
465
Securian Asset Management
Minnesota
$9.09M
SF
466
Synovus Financial
Georgia
$9.01M
PAS
467
Park Avenue Securities
New York
$8.98M
GI
468
GLOBALT Investments
Georgia
$8.96M
VVP
469
Venture Visionary Partners
Ohio
$8.93M
GCA
470
Greenwood Capital Associates
South Carolina
$8.9M
ISB
471
Iowa State Bank
Iowa
$8.88M
PSP
472
Principal Street Partners
Tennessee
$8.87M
GIBU
473
Gulf International Bank (UK)
United Kingdom
$8.75M
CDDEC
474
Caisse Des Depots Et Consignations
France
$8.6M
Assenagon Asset Management
475
Assenagon Asset Management
Luxembourg
$8.56M