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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 %
VI
676
Vestcor Inc
New Brunswick, Canada
$3.52M +$233K +1,655 +7%
FSA
677
Franklin Street Advisors
North Carolina
$3.52M
BCWM
678
Bartlett & Co Wealth Management
Ohio
$3.51M -$63.5K -451 -2%
HCA
679
Harbor Capital Advisors
Illinois
$3.5M -$32.7K -232 -0.9%
JF
680
Jump Financial
Illinois
$3.5M +$3.5M +24,867 New
SC
681
Stolper & Co
Oklahoma
$3.49M +$24.2K +172 +0.7%
SW
682
SteelPeak Wealth
California
$3.47M -$5.13M -36,450 -60%
GAM
683
Griffin Asset Management
New York
$3.47M +$29.6K +210 +0.9%
WANY
684
Wealthspire Advisors (New York)
New York
$3.46M -$133K -946 -4%
JSSH
685
J. Safra Sarasin Holding
$3.45M -$800K -5,681 -19%
CAAS
686
Capital Asset Advisory Services
Michigan
$3.45M +$275K +1,952 +9%
BC
687
Burney Company
Virginia
$3.45M -$3.02M -21,447 -47%
TCA
688
Transcend Capital Advisors
New Jersey
$3.44M +$49.9K +354 +1%
NIM
689
Northeast Investment Management
Massachusetts
$3.44M -$25.5K -181 -0.7%
RPC
690
Rossmore Private Capital
Connecticut
$3.43M +$1.62M +11,532 +90%
GWM
691
Glass Wealth Management
Texas
$3.43M +$16.9K +120 +0.5%
MIA
692
MainStreet Investment Advisors
Illinois
$3.36M -$99.6K -707 -3%
CNBT
693
Canandaigua National Bank & Trust
New York
$3.35M -$434K -3,078 -11%
CAMV
694
Concord Asset Management (Virginia)
Virginia
$3.34M -$105K -742 -3%
CWP
695
Concord Wealth Partners
Virginia
$3.34M +$360K +2,555 +12%
GRP
696
Global Retirement Partners
California
$3.33M +$3.33M +23,649 New
ACP
697
Arcus Capital Partners
Georgia
$3.32M +$5.92K +42 +0.2%
VAS
698
Vestmark Advisory Solutions
Massachusetts
$3.32M +$1.79M +12,672 +116%
STA
699
Summit Trail Advisors
New York
$3.32M +$3.32M +23,567 New
MK
700
MASTERINVEST Kapitalanlage
$3.27M +$3.27M +23,247 New