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Morgan Stanley

2,163 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, 758 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,163
Holders Change
+97
Holders Change %
+4.7%
% of All Funds
28.99%
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
758
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWA
501
Beacon Harbor Wealth Advisors
Virginia
$7.46M -$712K -5,058 -9%
CIS
502
Capital International Sarl
California
$7.44M +$444K +3,150 +6%
LOAMS
503
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.44M +$412K +2,923 +6%
LSWM
504
Lorne Steinberg Wealth Management
Canada
$7.36M -$26.8K -190 -0.4%
CL
505
Choreo LLC
Illinois
$7.21M +$484K +3,435 +7%
NG
506
NatWest Group
United Kingdom
$7.09M +$12.8K +91 +0.2%
EOJOAM
507
E. Ohman J:or Asset Management
Sweden
$7.07M -$462K -3,278 -6%
Walleye Capital
508
Walleye Capital
New York
$7.05M -$9.86M -69,974 -58%
UOC
509
UBS O'Connor
Illinois
$7.04M +$7.04M +50,000 New
Verition Fund Management
510
Verition Fund Management
Connecticut
$7.02M +$4.22M +29,925 +151%
AIP
511
Ameritas Investment Partners
Nebraska
$7M +$62.8K +446 +0.9%
ERWM
512
Elk River Wealth Management
Colorado
$7M -$76.2K -541 -1%
XWM
513
Xcel Wealth Management
Florida
$6.98M -$57K -405 -0.8%
GT
514
Glenview Trust
Kentucky
$6.98M +$156K +1,105 +2%
CIG
515
Consolidated Investment Group
Colorado
$6.93M
Jones Financial Companies
516
Jones Financial Companies
Missouri
$6.91M +$831K +5,909 +14%
CF
517
Covea Finance
France
$6.83M +$2.77M +19,700 +68%
PWMAG
518
Pinnacle Wealth Management Advisory Group
New Jersey
$6.82M +$180K +1,277 +3%
JIC
519
Joel Isaacson & Co
New York
$6.82M -$16.2K -115 -0.2%
FNT
520
First National Trust
Pennsylvania
$6.8M +$180K +1,278 +3%
HAI
521
Hennessy Advisors Inc
California
$6.65M
PCA
522
Providence Capital Advisors
North Carolina
$6.62M +$549K +3,900 +9%
NC
523
Nightview Capital
Texas
$6.6M -$1.21M -8,566 -15%
SF
524
Summit Financial
New Jersey
$6.55M -$174K -1,233 -3%
BI
525
Bradyco Inc
Massachusetts
$6.38M