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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 %
CFG
476
Citizens Financial Group
Rhode Island
$8.27M +$238K +1,688 +3%
AWM
477
Axxcess Wealth Management
California
$8.26M +$4.18M +29,704 +103%
CCP
478
Cunning Capital Partners
North Carolina
$8.25M
BP
479
Ballentine Partners
Massachusetts
$8.21M +$563K +3,997 +7%
NMERB
480
New Mexico Educational Retirement Board
New Mexico
$8.17M
FCM
481
FJ Capital Management
Virginia
$8.13M +$8.13M +57,696 New
GVAG
482
Great Valley Advisor Group
Delaware
$8.12M +$1.34M +9,508 +20%
HH
483
Hilltop Holdings
Texas
$8.11M +$962K +6,831 +13%
IAN
484
Integrated Advisors Network
Texas
$8.04M +$3.96M +28,093 +97%
BCM
485
Becker Capital Management
Oregon
$7.99M -$190K -1,348 -2%
SQA
486
Simon Quick Advisors
New Jersey
$7.95M +$1.43M +10,126 +22%
PWP
487
Private Wealth Partners
California
$7.92M -$803K -5,700 -9%
WPIC
488
White Pine Investment Company
Michigan
$7.89M -$196K -1,390 -2%
MSRPS
489
Maryland State Retirement & Pension System
Maryland
$7.89M +$319K +2,264 +4%
MGP
490
Metis Global Partners
California
$7.88M -$581K -4,123 -7%
TCA
491
Trifecta Capital Advisors
Illinois
$7.86M +$776K +5,506 +11%
HNB
492
Huntington National Bank
Ohio
$7.81M +$309K +2,192 +4%
JWM
493
Jupiter Wealth Management
Colorado
$7.81M +$563K +3,807 +8%
NA
494
Nordwand Advisors
Pennsylvania
$7.71M +$7.69M +54,611 +48,328%
RBI
495
Raiffeisen Bank International
Austria
$7.71M +$1.75M +12,721 +29%
PA
496
Parallel Advisors
California
$7.7M +$154K +1,092 +2%
SPG
497
Strategic Planning Group
Utah
$7.61M +$7.61M +54,032 New
BCM
498
Barometer Capital Management
Ontario, Canada
$7.55M +$7.55M +53,977 New
AAM
499
Aureus Asset Management
Massachusetts
$7.5M +$5.63K +40 +0.1%
OSNBOA
500
Old Second National Bank of Aurora
Illinois
$7.48M -$93.2K -662 -1%