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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
BI
526
Bradyco Inc
Massachusetts
$6.38M
ALMGDA
527
AG2R La Mondiale Gestion d'Actifs
France
$6.36M
EF
528
Empirical Finance
Pennsylvania
$6.36M
VT
529
Vise Technologies
New York
$6.33M
TW
530
Trajan Wealth
Arizona
$6.31M
LW
531
Linscomb Wealth
Texas
$6.31M
TI
532
Tidal Investments
Wisconsin
$6.31M
AAB
533
ABN AMRO Bank
Netherlands
$6.28M
WBC
534
Westpac Banking Corp
Australia
$6.27M
EWA
535
EP Wealth Advisors
California
$6.25M
SC
536
Savant Capital
Illinois
$6.21M
TIP
537
Torray Investment Partners
Maryland
$6.21M
IMCOOI
538
Investment Management Corp of Ontario (IMCO)
Canada
$6.16M
OAM
539
Occidental Asset Management
California
$6.02M
SW
540
SkyOak Wealth
Michigan
$6M
AAF
541
Andra AP-fonden
Sweden
$5.96M
Point72 Asset Management
542
Point72 Asset Management
Connecticut
$5.94M
SFG
543
SevenBridge Financial Group
Pennsylvania
$5.89M
UCFA
544
United Capital Financial Advisors
Texas
$5.85M
CIA
545
Concurrent Investment Advisors
Florida
$5.83M
GWMIA
546
Global Wealth Management Investment Advisory
Florida
$5.81M
HAG
547
HighPoint Advisor Group
Illinois
$5.78M
JFG
548
Jefferies Financial Group
New York
$5.72M
CA
549
Cullinan Associates
Kentucky
$5.7M
UBP
550
Union Bancaire Privee
Switzerland
$5.7M