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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 %
PCIA
601
Prime Capital Investment Advisors
Kansas
$4.76M -$1.09M -7,715 -19%
BCM
602
Brasada Capital Management
Texas
$4.75M +$79.4K +551 +2%
CLOS
603
Compagnie Lombard Odier SCmA
Switzerland
$4.75M -$113K -800 -2%
DAS
604
Dynamic Advisor Solutions
Arizona
$4.75M +$127K +903 +3%
AHC
605
Adell Harriman & Carpenter
Texas
$4.69M -$639K -4,537 -12%
RWM
606
Ritholtz Wealth Management
New York
$4.67M +$482K +3,419 +11%
AAP
607
Arax Advisory Partners
Colorado
$4.67M +$348K +2,375 +8%
GAM
608
Gotham Asset Management
New York
$4.66M +$383K +2,721 +9%
SC
609
SouthState Corp
Florida
$4.64M +$427K +3,031 +10%
KJHP
610
K.J. Harrison & Partners
Ontario, Canada
$4.64M -$844K -5,991 -15%
UHC
611
Union Heritage Capital
Michigan
$4.62M
PIM
612
Plato Investment Management
Australia
$4.61M +$20.4K +145 +0.4%
SPC
613
Sigma Planning Corp
Michigan
$4.6M +$40.3K +286 +0.9%
HWM
614
Hohimer Wealth Management
Washington
$4.6M -$174K -1,238 -4%
LM
615
Lincluden Management
Ontario, Canada
$4.56M -$613K -4,355 -12%
AP
616
Americana Partners
Texas
$4.55M +$519K +3,681 +13%
ECM
617
Everence Capital Management
Indiana
$4.55M
AA
618
ABC Arbitrage
France
$4.51M +$4.51M +32,046 New
PWMG
619
Pinnacle Wealth Management Group
Michigan
$4.5M -$23.5K -167 -0.5%
FNA
620
First National Advisers
Nebraska
$4.48M +$67K +476 +2%
MFS
621
Mattson Financial Services
Michigan
$4.43M -$38.9K -276 -0.9%
EH
622
Equitable Holdings
New York
$4.43M +$361K +2,562 +9%
PWM
623
Perigon Wealth Management
California
$4.42M +$94.8K +673 +2%
ZBNA
624
Zions Bancorporation, National Association
Utah
$4.42M -$18.9K -134 -0.4%
KRSITF
625
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.39M -$305K -2,162 -6%