MS icon

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
SFI
576
Siemens Fonds Invest
Germany
$5.24M
CAM
577
Cresset Asset Management
Illinois
$5.23M
CA
578
Clearstead Advisors
Ohio
$5.22M
HCMT
579
Highland Capital Management (Tennessee)
Tennessee
$5.12M
SG
580
StoneX Group
New York
$5.11M
SCI
581
S&CO Inc
Massachusetts
$5.09M
HI
582
Hoey Investments
Pennsylvania
$5.08M
SCA
583
Sandy Cove Advisors
Massachusetts
$5.07M
CPCPP
584
Canada Post Corporation Pension Plan
Canada
$5.07M
ITC
585
Inspire Trust Company
Nevada
$5.07M
CICC
586
Capital Investment Counsel (Colorado)
Colorado
$5.05M
WG
587
Winton Group
United Kingdom
$5.04M
SCM
588
Sterling Capital Management
North Carolina
$4.99M
NB
589
Northwest Bancshares
Pennsylvania
$4.98M
CWM
590
Congress Wealth Management
Massachusetts
$4.95M
NS
591
NBC Securities
Alabama
$4.95M
CAM
592
Carret Asset Management
New York
$4.92M
FAP
593
Financial Advisory Partners
Florida
$4.91M
KFP
594
KMG Fiduciary Partners
Ohio
$4.9M
QT
595
Quantbot Technologies
New York
$4.88M
DIA
596
Dana Investment Advisors
Wisconsin
$4.88M
TRCT
597
Tower Research Capital (TRC)
New York
$4.87M
RCM
598
RNC Capital Management
California
$4.85M
NAAA
599
New Age Alpha Advisors
New York
$4.84M
FTWA
600
Fifth Third Wealth Advisors
Ohio
$4.82M