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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 %
SWM
626
Sculati Wealth Management
Michigan
$4.39M -$79.4K -564 -2%
CTC
627
Central Trust Company
Missouri
$4.38M -$86.3K -613 -2%
FFM
628
Forum Financial Management
Illinois
$4.37M -$453K -3,215 -9%
PP
629
Patten & Patten
Tennessee
$4.32M -$650K -4,617 -13%
MNBTD
630
Moody National Bank Trust Division
Texas
$4.31M -$86.8K -616 -2%
ASN
631
Advisory Services Network
Georgia
$4.3M -$3.42K -24 -0.1%
BFG
632
Bleakley Financial Group
New Jersey
$4.29M +$224K +1,593 +6%
SIC
633
Salem Investment Counselors
North Carolina
$4.27M -$4.93K -35 -0.1%
BIG
634
Brooklyn Investment Group
New York
$4.24M +$745K +5,291 +21%
GFA
635
Gifford Fong Associates
California
$4.23M
DC
636
Davenport & Co
Virginia
$4.22M +$656K +4,659 +18%
SFO
637
Stenger Family Office
Illinois
$4.2M +$4.2M +28,970 New
HWA
638
HCR Wealth Advisors
California
$4.18M +$6.2K +44 +0.1%
FCP
639
Fidelis Capital Partners
Florida
$4.17M +$128K +907 +3%
DT
640
Diversified Trust
Tennessee
$4.15M +$20.4K +145 +0.5%
CI
641
Capital International
California
$4.14M
WSFS
642
Wilmington Savings Fund Society
Delaware
$4.14M +$49.9K +354 +1%
SI
643
Stephens Inc
Arkansas
$4.09M -$31.8K -226 -0.8%
GT
644
Greenleaf Trust
Michigan
$4.04M -$355K -2,520 -8%
FB
645
Fulton Bank
Pennsylvania
$4.03M -$188K -1,334 -4%
CFO
646
Callan Family Office
Pennsylvania
$4.03M +$2.23M +15,827 +124%
A
647
AustralianSuper
Australia
$4.01M -$2.41M -17,118 -38%
GIC
648
Generali Investments CEE
Czech Republic
$4M
HI
649
Horizon Investments
North Carolina
$3.99M +$427K +3,055 +12%
GI
650
GAMMA Investing
California
$3.99M +$668K +4,743 +20%