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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 %
SCI
576
S&CO Inc
Massachusetts
$5.09M -$27.5K -195 -0.5%
HI
577
Hoey Investments
Pennsylvania
$5.08M +$1.24M +8,814 +32%
SCA
578
Sandy Cove Advisors
Massachusetts
$5.07M +$4.65K +33 +0.1%
CPCPP
579
Canada Post Corporation Pension Plan
Canada
$5.07M +$5.07M +36,013 New
ITC
580
Inspire Trust Company
Nevada
$5.07M +$423K +3,000 +9%
CICC
581
Capital Investment Counsel (Colorado)
Colorado
$5.05M +$54.1K +384 +1%
WG
582
Winton Group
United Kingdom
$5.04M +$744K +5,281 +17%
SCM
583
Sterling Capital Management
North Carolina
$4.99M -$213K -1,509 -4%
NB
584
Northwest Bancshares
Pennsylvania
$4.98M +$34.8K +247 +0.7%
CWM
585
Congress Wealth Management
Massachusetts
$4.95M +$790K +5,609 +19%
NS
586
NBC Securities
Alabama
$4.95M +$191K +1,356 +4%
CAM
587
Carret Asset Management
New York
$4.92M -$9.86K -70 -0.2%
FAP
588
Financial Advisory Partners
Florida
$4.91M -$199K -1,414 -4%
KFP
589
KMG Fiduciary Partners
Ohio
$4.9M +$237K +1,683 +5%
QT
590
Quantbot Technologies
New York
$4.88M +$577K +4,097 +13%
DIA
591
Dana Investment Advisors
Wisconsin
$4.88M -$53.2K -378 -1%
TRCT
592
Tower Research Capital (TRC)
New York
$4.87M -$578K -4,106 -11%
RCM
593
RNC Capital Management
California
$4.85M -$47.5K -337 -1%
NAAA
594
New Age Alpha Advisors
New York
$4.84M -$796K -5,654 -14%
FTWA
595
Fifth Third Wealth Advisors
Ohio
$4.82M +$578K +4,102 +14%
MPA
596
Marvin & Palmer Associates
Delaware
$4.79M +$1.39M +9,894 +41%
LCM
597
Logan Capital Management
Pennsylvania
$4.79M -$5.07K -36 -0.1%
SC
598
Scholtz & Company
Connecticut
$4.78M +$3.92M +27,845 +455%
MM
599
Morangie Management
Florida
$4.78M +$1.15M +8,185 +32%
TC
600
Truvestments Capital
Florida
$4.76M +$50.6K +359 +1%