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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
BA
476
Baugh & Associates
Georgia
$8.55M
ZIM
477
Zacks Investment Management
Illinois
$8.42M
IG
478
ING Group
Netherlands
$8.42M
CFG
479
Citizens Financial Group
Rhode Island
$8.27M
AWM
480
Axxcess Wealth Management
California
$8.26M
CCP
481
Cunning Capital Partners
North Carolina
$8.25M
BP
482
Ballentine Partners
Massachusetts
$8.21M
NMERB
483
New Mexico Educational Retirement Board
New Mexico
$8.17M
FCM
484
FJ Capital Management
Virginia
$8.13M
GVAG
485
Great Valley Advisor Group
Delaware
$8.12M
HH
486
Hilltop Holdings
Texas
$8.11M
IAN
487
Integrated Advisors Network
Texas
$8.04M
BCM
488
Becker Capital Management
Oregon
$7.99M
PWP
489
Private Wealth Partners
California
$7.92M
WPIC
490
White Pine Investment Company
Michigan
$7.89M
MSRPS
491
Maryland State Retirement & Pension System
Maryland
$7.89M
MGP
492
Metis Global Partners
California
$7.88M
TCA
493
Trifecta Capital Advisors
Illinois
$7.86M
HNB
494
Huntington National Bank
Ohio
$7.81M
JWM
495
Jupiter Wealth Management
Colorado
$7.81M
NA
496
Nordwand Advisors
Pennsylvania
$7.71M
RBI
497
Raiffeisen Bank International
Austria
$7.71M
PA
498
Parallel Advisors
California
$7.7M
SPG
499
Strategic Planning Group
Utah
$7.61M
BCM
500
Barometer Capital Management
Ontario, Canada
$7.55M