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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
JFG
551
Jefferies Financial Group
New York
$5.72M
CA
552
Cullinan Associates
Kentucky
$5.7M
UBP
553
Union Bancaire Privee
Switzerland
$5.7M
CSP
554
Cary Street Partners
Virginia
$5.66M
CHC
555
City Holding Co
West Virginia
$5.63M
IAA
556
Independent Advisor Alliance
North Carolina
$5.63M
CAC
557
Core Alternative Capital
Georgia
$5.58M
NMIMC
558
Northwestern Mutual Investment Management Company
Wisconsin
$5.55M
VA
559
Vident Advisory
Georgia
$5.53M
CCG
560
Ceeto Capital Group
Florida
$5.51M
SYBT
561
Stock Yards Bank & Trust
Kentucky
$5.51M
AF
562
Allworth Financial
California
$5.49M
PS
563
Principal Securities
Iowa
$5.47M
TMAM
564
Tokio Marine Asset Management
Japan
$5.46M
BIM
565
Brentview Investment Management
Illinois
$5.42M
MFA
566
Mayflower Financial Advisors
Massachusetts
$5.4M
AMI
567
Amica Mutual Insurance
Rhode Island
$5.39M
TPCW
568
TD Private Client Wealth
New York
$5.37M
SQA
569
Simon Quick Advisors
New Jersey
$5.36M
QCG
570
Quadrant Capital Group
Ohio
$5.32M
FRA
571
Frank Rimerman Advisors
California
$5.32M
VSQM
572
V-Square Quantitative Management
Illinois
$5.32M
CFP
573
Cypress Financial Planning
New Jersey
$5.31M
LNWWM
574
Laird Norton Wetherby Wealth Management
California
$5.3M
VanEck Associates
575
VanEck Associates
New York
$5.25M