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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
HI
651
Horizon Investments
North Carolina
$3.99M
GI
652
GAMMA Investing
California
$3.99M
AF
653
Alerus Financial
North Dakota
$3.95M
TC
654
Trilogy Capital
California
$3.94M
IWC
655
Integrated Wealth Concepts
Massachusetts
$3.86M
HCM
656
Hodges Capital Management
Texas
$3.85M
MHC
657
Meyer Handelman Company
New York
$3.85M
MC
658
Mirabaud & Cie
Switzerland
$3.85M
VCM
659
Voleon Capital Management
California
$3.85M
MAS
660
Meeder Advisory Services
Ohio
$3.8M
BRWA
661
B. Riley Wealth Advisors
Florida
$3.8M
S
662
SignatureFD
Georgia
$3.8M
VNIM
663
Vaughan Nelson Investment Management
Texas
$3.77M
FWP
664
FAS Wealth Partners
Kansas
$3.74M
CC
665
Centiva Capital
New York
$3.73M
DCM
666
Dimension Capital Management
Florida
$3.7M
NLP
667
Next Level Private
New York
$3.7M
BEI
668
Benjamin Edwards Inc
Missouri
$3.68M
CTI
669
Community Trust & Investment
Kentucky
$3.66M
PAM
670
Palisade Asset Management
Minnesota
$3.64M
ICA
671
Infrastructure Capital Advisors
New York
$3.61M
CW
672
CreativeOne Wealth
Kansas
$3.57M
BPA
673
Beacon Pointe Advisors
California
$3.54M
CANC
674
Culbertson A N & Co
Virginia
$3.54M
PFS
675
Prospera Financial Services
Texas
$3.53M