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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
ZBNA
626
Zions Bancorporation, National Association
Utah
$4.42M
KRSITF
627
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.39M
SWM
628
Sculati Wealth Management
Michigan
$4.39M
CTC
629
Central Trust Company
Missouri
$4.38M
FFM
630
Forum Financial Management
Illinois
$4.37M
PP
631
Patten & Patten
Tennessee
$4.32M
MNBTD
632
Moody National Bank Trust Division
Texas
$4.31M
ASN
633
Advisory Services Network
Georgia
$4.3M
BFG
634
Bleakley Financial Group
New Jersey
$4.29M
SIC
635
Salem Investment Counselors
North Carolina
$4.27M
BIG
636
Brooklyn Investment Group
New York
$4.24M
GFA
637
Gifford Fong Associates
California
$4.23M
DC
638
Davenport & Co
Virginia
$4.22M
SFO
639
Stenger Family Office
Illinois
$4.2M
HWA
640
HCR Wealth Advisors
California
$4.18M
FCP
641
Fidelis Capital Partners
Florida
$4.17M
DT
642
Diversified Trust
Tennessee
$4.15M
CI
643
Capital International
California
$4.14M
WSFS
644
Wilmington Savings Fund Society
Delaware
$4.14M
SI
645
Stephens Inc
Arkansas
$4.09M
GT
646
Greenleaf Trust
Michigan
$4.04M
FB
647
Fulton Bank
Pennsylvania
$4.03M
CFO
648
Callan Family Office
Pennsylvania
$4.03M
A
649
AustralianSuper
Australia
$4.01M
GIC
650
Generali Investments CEE
Czech Republic
$4M