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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 %
CHC
551
City Holding Co
West Virginia
$5.63M +$219K +1,555 +4%
IAA
552
Independent Advisor Alliance
North Carolina
$5.63M -$351K -2,493 -6%
CAC
553
Core Alternative Capital
Georgia
$5.58M -$250K -1,773 -4%
NMIMC
554
Northwestern Mutual Investment Management Company
Wisconsin
$5.55M +$7.18K +51 +0.1%
VA
555
Vident Advisory
Georgia
$5.53M -$2.45M -17,387 -31%
CCG
556
Ceeto Capital Group
Florida
$5.52M +$465K +3,300 +9%
SYBT
557
Stock Yards Bank & Trust
Kentucky
$5.51M +$156K +1,111 +3%
AF
558
Allworth Financial
California
$5.49M +$1.4M +9,917 +34%
PS
559
Principal Securities
Iowa
$5.47M +$1.76M +12,472 +47%
TMAM
560
Tokio Marine Asset Management
Japan
$5.46M +$265K +1,882 +5%
BIM
561
Brentview Investment Management
Illinois
$5.42M -$99K -703 -2%
MFA
562
Mayflower Financial Advisors
Massachusetts
$5.4M +$11K +78 +0.2%
AMI
563
Amica Mutual Insurance
Rhode Island
$5.39M -$638K -4,529 -11%
TPCW
564
TD Private Client Wealth
New York
$5.37M +$354K +2,516 +7%
QCG
565
Quadrant Capital Group
Ohio
$5.32M +$1.08M +7,696 +26%
FRA
566
Frank Rimerman Advisors
California
$5.32M -$28.2K -200 -0.5%
VSQM
567
V-Square Quantitative Management
Illinois
$5.32M -$27K -192 -0.5%
CFP
568
Cypress Financial Planning
New Jersey
$5.31M -$245K -1,738 -4%
LNWWM
569
Laird Norton Wetherby Wealth Management
California
$5.3M +$5.3M +37,613 New
VanEck Associates
570
VanEck Associates
New York
$5.25M +$141K +1,004 +3%
SFI
571
Siemens Fonds Invest
Germany
$5.24M +$399K +2,833 +8%
CAM
572
Cresset Asset Management
Illinois
$5.23M -$645K -4,576 -11%
CA
573
Clearstead Advisors
Ohio
$5.22M +$476K +3,378 +10%
HCMT
574
Highland Capital Management (Tennessee)
Tennessee
$5.12M -$1.41M -10,022 -22%
SG
575
StoneX Group
New York
$5.11M +$59.7K +424 +1%