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Morgan Stanley

2,162 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, 757 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+96
Holders Change %
+4.65%
% of All Funds
28.98%
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
757
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
ALMGDA
526
AG2R La Mondiale Gestion d'Actifs
France
$6.36M +$61.1K +434 +1%
EF
527
Empirical Finance
Pennsylvania
$6.36M +$38.7K +275 +0.6%
VT
528
Vise Technologies
New York
$6.33M +$6.33M +44,949 New
TW
529
Trajan Wealth
Arizona
$6.31M -$83K -589 -1%
LW
530
Linscomb Wealth
Texas
$6.31M +$30.8K +219 +0.5%
TI
531
Tidal Investments
Wisconsin
$6.31M -$253K -1,795 -4%
AAB
532
ABN AMRO Bank
Netherlands
$6.28M +$204K +1,436 +3%
WBC
533
Westpac Banking Corp
Australia
$6.27M -$251K -1,785 -4%
EWA
534
EP Wealth Advisors
California
$6.25M +$1.56M +11,087 +33%
SC
535
Savant Capital
Illinois
$6.21M +$672K +4,771 +12%
TIP
536
Torray Investment Partners
Maryland
$6.21M -$175K -1,242 -3%
IMCOOI
537
Investment Management Corp of Ontario (IMCO)
Canada
$6.16M -$634K -4,500 -9%
OAM
538
Occidental Asset Management
California
$6.02M +$80.9K +574 +1%
SW
539
SkyOak Wealth
Michigan
$6M +$845 +6 +0%
AAF
540
Andra AP-fonden
Sweden
$5.96M +$1.07M +7,600 +22%
Point72 Asset Management
541
Point72 Asset Management
Connecticut
$5.94M +$5.94M +42,168 New
SFG
542
SevenBridge Financial Group
Pennsylvania
$5.89M +$318K +2,161 +6%
UCFA
543
United Capital Financial Advisors
Texas
$5.85M -$31.3K -222 -0.5%
CIA
544
Concurrent Investment Advisors
Florida
$5.83M +$370K +2,625 +7%
GWMIA
545
Global Wealth Management Investment Advisory
Florida
$5.81M -$85.4K -606 -1%
HAG
546
HighPoint Advisor Group
Illinois
$5.78M -$1.13K -8 -0%
JFG
547
Jefferies Financial Group
New York
$5.72M -$1.06M -7,519 -16%
CA
548
Cullinan Associates
Kentucky
$5.7M +$482K +3,420 +9%
UBP
549
Union Bancaire Privee
Switzerland
$5.7M +$125K +1,014 +2%
CSP
550
Cary Street Partners
Virginia
$5.66M +$2.13M +15,142 +60%