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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
CFO
651
Callan Family Office
Pennsylvania
$4.03M
A
652
AustralianSuper
Australia
$4.01M
GIC
653
Generali Investments CEE
Czech Republic
$4M
HI
654
Horizon Investments
North Carolina
$3.99M
GI
655
GAMMA Investing
California
$3.99M
AF
656
Alerus Financial
North Dakota
$3.95M
TC
657
Trilogy Capital
California
$3.94M
IWC
658
Integrated Wealth Concepts
Massachusetts
$3.86M
HCM
659
Hodges Capital Management
Texas
$3.85M
MHC
660
Meyer Handelman Company
New York
$3.85M
MC
661
Mirabaud & Cie
Switzerland
$3.85M
VCM
662
Voleon Capital Management
California
$3.85M
MAS
663
Meeder Advisory Services
Ohio
$3.8M
BRWA
664
B. Riley Wealth Advisors
Florida
$3.8M
S
665
SignatureFD
Georgia
$3.8M
VNIM
666
Vaughan Nelson Investment Management
Texas
$3.77M
FWP
667
FAS Wealth Partners
Kansas
$3.74M
CC
668
Centiva Capital
New York
$3.73M
DCM
669
Dimension Capital Management
Florida
$3.7M
NLP
670
Next Level Private
New York
$3.7M
BEI
671
Benjamin Edwards Inc
Missouri
$3.68M
CTI
672
Community Trust & Investment
Kentucky
$3.66M
PAM
673
Palisade Asset Management
Minnesota
$3.64M
ICA
674
Infrastructure Capital Advisors
New York
$3.61M
CW
675
CreativeOne Wealth
Kansas
$3.57M