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Morgan Stanley

2,173 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, 880 increasing their positions, 763 reducing their positions, and 114 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: 2,0672,173 (+106)

0.62% more ownership

Funds ownership: 83.59%84.21% (+0.62%)

20% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $4.11B

Holders
2,173
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
MM
601
Morangie Management
Florida
$4.78M
TC
602
Truvestments Capital
Florida
$4.76M
PCIA
603
Prime Capital Investment Advisors
Kansas
$4.76M
BCM
604
Brasada Capital Management
Texas
$4.75M
CLOS
605
Compagnie Lombard Odier SCmA
Switzerland
$4.75M
DAS
606
Dynamic Advisor Solutions
Arizona
$4.75M
AHC
607
Adell Harriman & Carpenter
Texas
$4.69M
RWM
608
Ritholtz Wealth Management
New York
$4.67M
AAP
609
Arax Advisory Partners
Colorado
$4.67M
GAM
610
Gotham Asset Management
New York
$4.66M
SC
611
SouthState Corp
Florida
$4.64M
KJHP
612
K.J. Harrison & Partners
Ontario, Canada
$4.64M
UHC
613
Union Heritage Capital
Michigan
$4.62M
PIM
614
Plato Investment Management
Australia
$4.61M
SPC
615
Sigma Planning Corp
Michigan
$4.6M
HWM
616
Hohimer Wealth Management
Washington
$4.6M
LM
617
Lincluden Management
Ontario, Canada
$4.56M
AP
618
Americana Partners
Texas
$4.55M
ECM
619
Everence Capital Management
Indiana
$4.55M
AA
620
ABC Arbitrage
France
$4.51M
PWMG
621
Pinnacle Wealth Management Group
Michigan
$4.5M
FNA
622
First National Advisers
Nebraska
$4.48M
MFS
623
Mattson Financial Services
Michigan
$4.43M
EH
624
Equitable Holdings
New York
$4.43M
PWM
625
Perigon Wealth Management
California
$4.42M