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Morgan Stanley

2,185 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, 883 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: 2,0772,185 (+108)

0.62% more ownership

Funds ownership: 83.67%84.3% (+0.62%)

20% less call options, than puts

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

Holders
2,185
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
BCM
501
Barometer Capital Management
Ontario, Canada
$7.55M
AAM
502
Aureus Asset Management
Massachusetts
$7.5M
OSNBOA
503
Old Second National Bank of Aurora
Illinois
$7.48M
BHWA
504
Beacon Harbor Wealth Advisors
Virginia
$7.46M
CIS
505
Capital International Sarl
California
$7.44M
LOAMS
506
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.44M
LSWM
507
Lorne Steinberg Wealth Management
Canada
$7.36M
CL
508
Choreo LLC
Illinois
$7.21M
NG
509
NatWest Group
United Kingdom
$7.09M
EOJOAM
510
E. Ohman J:or Asset Management
Sweden
$7.07M
Walleye Capital
511
Walleye Capital
New York
$7.05M
UOC
512
UBS O'Connor
Illinois
$7.04M
Verition Fund Management
513
Verition Fund Management
Connecticut
$7.02M
AIP
514
Ameritas Investment Partners
Nebraska
$7M
ERWM
515
Elk River Wealth Management
Colorado
$7M
XWM
516
Xcel Wealth Management
Florida
$6.98M
GT
517
Glenview Trust
Kentucky
$6.98M
CIG
518
Consolidated Investment Group
Colorado
$6.93M
Jones Financial Companies
519
Jones Financial Companies
Missouri
$6.91M
CF
520
Covea Finance
France
$6.83M
PWMAG
521
Pinnacle Wealth Management Advisory Group
New Jersey
$6.82M
JIC
522
Joel Isaacson & Co
New York
$6.82M
FNT
523
First National Trust
Pennsylvania
$6.8M
PFP
524
Pinnacle Financial Partners
Tennessee
$6.79M
HAI
525
Hennessy Advisors Inc
California
$6.65M