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Morgan Stanley

2,173 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, 880 increasing their positions, 763 reducing their positions, and 114 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: 2,0672,173 (+106)

0.62% more ownership

Funds ownership: 83.59%84.21% (+0.62%)

20% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $4.11B

Holders
2,173
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
ZIM
476
Zacks Investment Management
Illinois
$8.42M
IG
477
ING Group
Netherlands
$8.42M
CFG
478
Citizens Financial Group
Rhode Island
$8.27M
AWM
479
Axxcess Wealth Management
California
$8.26M
CCP
480
Cunning Capital Partners
North Carolina
$8.25M
BP
481
Ballentine Partners
Massachusetts
$8.21M
NMERB
482
New Mexico Educational Retirement Board
New Mexico
$8.17M
FCM
483
FJ Capital Management
Virginia
$8.13M
GVAG
484
Great Valley Advisor Group
Delaware
$8.12M
HH
485
Hilltop Holdings
Texas
$8.11M
IAN
486
Integrated Advisors Network
Texas
$8.04M
BCM
487
Becker Capital Management
Oregon
$7.99M
PWP
488
Private Wealth Partners
California
$7.92M
WPIC
489
White Pine Investment Company
Michigan
$7.89M
MSRPS
490
Maryland State Retirement & Pension System
Maryland
$7.89M
MGP
491
Metis Global Partners
California
$7.88M
TCA
492
Trifecta Capital Advisors
Illinois
$7.86M
HNB
493
Huntington National Bank
Ohio
$7.81M
JWM
494
Jupiter Wealth Management
Colorado
$7.81M
NA
495
Nordwand Advisors
Pennsylvania
$7.71M
RBI
496
Raiffeisen Bank International
Austria
$7.71M
PA
497
Parallel Advisors
California
$7.7M
SPG
498
Strategic Planning Group
Utah
$7.61M
BCM
499
Barometer Capital Management
Ontario, Canada
$7.55M
AAM
500
Aureus Asset Management
Massachusetts
$7.5M