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Morgan Stanley

2,174 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, 764 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: 2,0672,174 (+107)

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
2,174
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
MWM
676
Meridian Wealth Management
Kentucky
$3.53M
TCOT
677
Trust Company of Toledo
Ohio
$3.53M
VI
678
Vestcor Inc
New Brunswick, Canada
$3.52M
FSA
679
Franklin Street Advisors
North Carolina
$3.52M
BCWM
680
Bartlett & Co Wealth Management
Ohio
$3.51M
HCA
681
Harbor Capital Advisors
Illinois
$3.5M
JF
682
Jump Financial
Illinois
$3.5M
SC
683
Stolper & Co
Oklahoma
$3.49M
SW
684
SteelPeak Wealth
California
$3.47M
GAM
685
Griffin Asset Management
New York
$3.47M
WANY
686
Wealthspire Advisors (New York)
New York
$3.46M
JSSH
687
J. Safra Sarasin Holding
$3.45M
CAAS
688
Capital Asset Advisory Services
Michigan
$3.45M
BC
689
Burney Company
Virginia
$3.45M
TCA
690
Transcend Capital Advisors
New Jersey
$3.44M
NIM
691
Northeast Investment Management
Massachusetts
$3.44M
RPC
692
Rossmore Private Capital
Connecticut
$3.43M
GWM
693
Glass Wealth Management
Texas
$3.43M
MIA
694
MainStreet Investment Advisors
Illinois
$3.36M
CNBT
695
Canandaigua National Bank & Trust
New York
$3.35M
CAMV
696
Concord Asset Management (Virginia)
Virginia
$3.34M
CWP
697
Concord Wealth Partners
Virginia
$3.34M
GRP
698
Global Retirement Partners
California
$3.33M
ACP
699
Arcus Capital Partners
Georgia
$3.32M
VAS
700
Vestmark Advisory Solutions
Massachusetts
$3.32M