MS icon

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
BPA
676
Beacon Pointe Advisors
California
$3.54M
CANC
677
Culbertson A N & Co
Virginia
$3.54M
PFS
678
Prospera Financial Services
Texas
$3.53M
MWM
679
Meridian Wealth Management
Kentucky
$3.53M
TCOT
680
Trust Company of Toledo
Ohio
$3.53M
VI
681
Vestcor Inc
New Brunswick, Canada
$3.52M
FSA
682
Franklin Street Advisors
North Carolina
$3.52M
BCWM
683
Bartlett & Co Wealth Management
Ohio
$3.51M
HCA
684
Harbor Capital Advisors
Illinois
$3.5M
JF
685
Jump Financial
Illinois
$3.5M
SC
686
Stolper & Co
Oklahoma
$3.49M
SW
687
SteelPeak Wealth
California
$3.47M
GAM
688
Griffin Asset Management
New York
$3.47M
WANY
689
Wealthspire Advisors (New York)
New York
$3.46M
JSSH
690
J. Safra Sarasin Holding
$3.45M
CAAS
691
Capital Asset Advisory Services
Michigan
$3.45M
BC
692
Burney Company
Virginia
$3.45M
TCA
693
Transcend Capital Advisors
New Jersey
$3.44M
NIM
694
Northeast Investment Management
Massachusetts
$3.44M
RPC
695
Rossmore Private Capital
Connecticut
$3.43M
GWM
696
Glass Wealth Management
Texas
$3.43M
MIA
697
MainStreet Investment Advisors
Illinois
$3.36M
CNBT
698
Canandaigua National Bank & Trust
New York
$3.35M
CAMV
699
Concord Asset Management (Virginia)
Virginia
$3.34M
CWP
700
Concord Wealth Partners
Virginia
$3.34M