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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 %
AF
651
Alerus Financial
North Dakota
$3.95M -$4.23K -30 -0.1%
TC
652
Trilogy Capital
California
$3.94M +$128K +909 +3%
IWC
653
Integrated Wealth Concepts
Massachusetts
$3.86M -$472K -3,354 -11%
HCM
654
Hodges Capital Management
Texas
$3.85M -$9.72K -69 -0.3%
MHC
655
Meyer Handelman Company
New York
$3.85M -$32.4K -230 -0.8%
MC
656
Mirabaud & Cie
Switzerland
$3.85M -$3.08M -21,885 -44%
VCM
657
Voleon Capital Management
California
$3.85M -$6.66M -47,259 -63%
MAS
658
Meeder Advisory Services
Ohio
$3.8M +$246K +1,743 +7%
BRWA
659
B. Riley Wealth Advisors
Florida
$3.8M +$3.8M +26,977 New
S
660
SignatureFD
Georgia
$3.8M +$160K +1,134 +4%
VNIM
661
Vaughan Nelson Investment Management
Texas
$3.77M
FWP
662
FAS Wealth Partners
Kansas
$3.74M +$316K +2,242 +9%
CC
663
Centiva Capital
New York
$3.73M +$2.84M +20,197 +323%
DCM
664
Dimension Capital Management
Florida
$3.7M
NLP
665
Next Level Private
New York
$3.7M +$845 +6 +0%
BEI
666
Benjamin Edwards Inc
Missouri
$3.68M +$103K +730 +3%
CTI
667
Community Trust & Investment
Kentucky
$3.66M -$834K -5,918 -19%
PAM
668
Palisade Asset Management
Minnesota
$3.64M +$23.9K +170 +0.7%
ICA
669
Infrastructure Capital Advisors
New York
$3.61M -$513K -3,643 -12%
CW
670
CreativeOne Wealth
Kansas
$3.57M -$15.8K -112 -0.4%
BPA
671
Beacon Pointe Advisors
California
$3.54M +$302K +2,142 +9%
CANC
672
Culbertson A N & Co
Virginia
$3.54M -$94.5K -671 -3%
PFS
673
Prospera Financial Services
Texas
$3.53M +$1.44M +10,214 +69%
MWM
674
Meridian Wealth Management
Kentucky
$3.53M +$168K +1,195 +5%
TCOT
675
Trust Company of Toledo
Ohio
$3.53M +$56.8K +403 +2%