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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
PCA
526
Providence Capital Advisors
North Carolina
$6.62M
NC
527
Nightview Capital
Texas
$6.6M
SF
528
Summit Financial
New Jersey
$6.55M
BI
529
Bradyco Inc
Massachusetts
$6.38M
ALMGDA
530
AG2R La Mondiale Gestion d'Actifs
France
$6.36M
EF
531
Empirical Finance
Pennsylvania
$6.36M
VT
532
Vise Technologies
New York
$6.33M
TW
533
Trajan Wealth
Arizona
$6.31M
LW
534
Linscomb Wealth
Texas
$6.31M
TI
535
Tidal Investments
Wisconsin
$6.31M
AAB
536
ABN AMRO Bank
Netherlands
$6.28M
WBC
537
Westpac Banking Corp
Australia
$6.27M
EWA
538
EP Wealth Advisors
California
$6.25M
SC
539
Savant Capital
Illinois
$6.21M
TIP
540
Torray Investment Partners
Maryland
$6.21M
IMCOOI
541
Investment Management Corp of Ontario (IMCO)
Canada
$6.16M
OAM
542
Occidental Asset Management
California
$6.02M
SW
543
SkyOak Wealth
Michigan
$6M
AAF
544
Andra AP-fonden
Sweden
$5.96M
Point72 Asset Management
545
Point72 Asset Management
Connecticut
$5.94M
SFG
546
SevenBridge Financial Group
Pennsylvania
$5.89M
UCFA
547
United Capital Financial Advisors
Texas
$5.85M
CIA
548
Concurrent Investment Advisors
Florida
$5.83M
GWMIA
549
Global Wealth Management Investment Advisory
Florida
$5.81M
HAG
550
HighPoint Advisor Group
Illinois
$5.78M