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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
OSNBOA
501
Old Second National Bank of Aurora
Illinois
$7.48M
BHWA
502
Beacon Harbor Wealth Advisors
Virginia
$7.46M
CIS
503
Capital International Sarl
California
$7.44M
LOAMS
504
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.44M
LSWM
505
Lorne Steinberg Wealth Management
Canada
$7.36M
CL
506
Choreo LLC
Illinois
$7.21M
NG
507
NatWest Group
United Kingdom
$7.09M
EOJOAM
508
E. Ohman J:or Asset Management
Sweden
$7.07M
Walleye Capital
509
Walleye Capital
New York
$7.05M
UOC
510
UBS O'Connor
Illinois
$7.04M
Verition Fund Management
511
Verition Fund Management
Connecticut
$7.02M
AIP
512
Ameritas Investment Partners
Nebraska
$7M
ERWM
513
Elk River Wealth Management
Colorado
$7M
XWM
514
Xcel Wealth Management
Florida
$6.98M
GT
515
Glenview Trust
Kentucky
$6.98M
CIG
516
Consolidated Investment Group
Colorado
$6.93M
Jones Financial Companies
517
Jones Financial Companies
Missouri
$6.91M
CF
518
Covea Finance
France
$6.83M
PWMAG
519
Pinnacle Wealth Management Advisory Group
New Jersey
$6.82M
JIC
520
Joel Isaacson & Co
New York
$6.82M
FNT
521
First National Trust
Pennsylvania
$6.8M
HAI
522
Hennessy Advisors Inc
California
$6.65M
PCA
523
Providence Capital Advisors
North Carolina
$6.62M
NC
524
Nightview Capital
Texas
$6.6M
SF
525
Summit Financial
New Jersey
$6.55M