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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
MFS
626
Mattson Financial Services
Michigan
$4.43M
EH
627
Equitable Holdings
New York
$4.43M
PWM
628
Perigon Wealth Management
California
$4.42M
ZBNA
629
Zions Bancorporation, National Association
Utah
$4.42M
KRSITF
630
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.39M
SWM
631
Sculati Wealth Management
Michigan
$4.39M
CTC
632
Central Trust Company
Missouri
$4.38M
FFM
633
Forum Financial Management
Illinois
$4.37M
PP
634
Patten & Patten
Tennessee
$4.32M
MNBTD
635
Moody National Bank Trust Division
Texas
$4.31M
ASN
636
Advisory Services Network
Georgia
$4.3M
BFG
637
Bleakley Financial Group
New Jersey
$4.29M
SIC
638
Salem Investment Counselors
North Carolina
$4.27M
BIG
639
Brooklyn Investment Group
New York
$4.24M
GFA
640
Gifford Fong Associates
California
$4.23M
DC
641
Davenport & Co
Virginia
$4.22M
SFO
642
Stenger Family Office
Illinois
$4.2M
HWA
643
HCR Wealth Advisors
California
$4.18M
FCP
644
Fidelis Capital Partners
Florida
$4.17M
DT
645
Diversified Trust
Tennessee
$4.15M
CI
646
Capital International
California
$4.14M
WSFS
647
Wilmington Savings Fund Society
Delaware
$4.14M
SI
648
Stephens Inc
Arkansas
$4.09M
GT
649
Greenleaf Trust
Michigan
$4.04M
FB
650
Fulton Bank
Pennsylvania
$4.03M