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
MPA
601
Marvin & Palmer Associates
Delaware
$4.79M
LCM
602
Logan Capital Management
Pennsylvania
$4.79M
SC
603
Scholtz & Company
Connecticut
$4.78M
MM
604
Morangie Management
Florida
$4.78M
TC
605
Truvestments Capital
Florida
$4.76M
PCIA
606
Prime Capital Investment Advisors
Kansas
$4.76M
BCM
607
Brasada Capital Management
Texas
$4.75M
CLOS
608
Compagnie Lombard Odier SCmA
Switzerland
$4.75M
DAS
609
Dynamic Advisor Solutions
Arizona
$4.75M
AHC
610
Adell Harriman & Carpenter
Texas
$4.69M
RWM
611
Ritholtz Wealth Management
New York
$4.67M
AAP
612
Arax Advisory Partners
Colorado
$4.67M
GAM
613
Gotham Asset Management
New York
$4.66M
SC
614
SouthState Corp
Florida
$4.64M
KJHP
615
K.J. Harrison & Partners
Ontario, Canada
$4.64M
UHC
616
Union Heritage Capital
Michigan
$4.62M
PIM
617
Plato Investment Management
Australia
$4.61M
SPC
618
Sigma Planning Corp
Michigan
$4.6M
HWM
619
Hohimer Wealth Management
Washington
$4.6M
LM
620
Lincluden Management
Ontario, Canada
$4.56M
AP
621
Americana Partners
Texas
$4.55M
ECM
622
Everence Capital Management
Indiana
$4.55M
AA
623
ABC Arbitrage
France
$4.51M
PWMG
624
Pinnacle Wealth Management Group
Michigan
$4.5M
FNA
625
First National Advisers
Nebraska
$4.48M