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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 %
CIA
701
Capital Investment Advisors
Georgia
$3.26M +$6.06K +43 +0.2%
LD
702
Lipe & Dalton
New York
$3.26M +$282 +2 +0%
GIS
703
Graphene Investments SAS
France
$3.24M
LIM
704
Leavell Investment Management
Alabama
$3.24M +$200K +1,419 +7%
AW
705
Alaethes Wealth
Nevada
$3.24M +$38.6K +274 +1%
JWCA
706
J.W. Cole Advisors
Florida
$3.24M +$1.54M +10,903 +90%
SWP
707
Stratos Wealth Partners
Ohio
$3.23M -$27.3K -194 -0.8%
YIA
708
YHB Investment Advisors
Connecticut
$3.18M -$15.8K -112 -0.5%
BCM
709
Brookstone Capital Management
Illinois
$3.18M +$210K +1,488 +7%
TNA
710
True North Advisors
Texas
$3.15M -$289K -2,052 -8%
AIS
711
AM Investment Strategies
Tennessee
$3.11M +$19.3K +137 +0.6%
BBHC
712
Brown Brothers Harriman & Co
New York
$3.09M +$538K +3,820 +21%
TH
713
TCTC Holdings
Texas
$3.07M -$7.04K -50 -0.2%
CK
714
Cohen Klingenstein
New York
$3.07M
Tudor Investment Corp
715
Tudor Investment Corp
Connecticut
$3.07M -$59.1M -419,684 -95%
IA
716
IFG Advisory
Georgia
$3.07M -$97.5K -692 -3%
WBWA
717
William B. Walkup & Associates
South Carolina
$3.05M -$12.3K -87 -0.4%
GWMR
718
GC Wealth Management RIA
Massachusetts
$3.05M +$3.05M +21,640 New
AC
719
Asio Capital
Kentucky
$3.01M +$33.8K +240 +1%
SSWM
720
Smith Salley Wealth Management
North Carolina
$3.01M -$43.1K -306 -1%
Capstone Investment Advisors
721
Capstone Investment Advisors
New York
$3M -$9.33M -66,264 -76%
SFS
722
Sowell Financial Services
Arkansas
$2.99M -$153K -1,088 -5%
RSA
723
River Street Advisors
Illinois
$2.98M +$109K +776 +4%
LWCFA
724
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.98M -$48.2K -342 -2%
WIA
725
World Investment Advisors
California
$2.97M +$206K +1,460 +7%