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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
STA
701
Summit Trail Advisors
New York
$3.32M
MK
702
MASTERINVEST Kapitalanlage
$3.27M
CIA
703
Capital Investment Advisors
Georgia
$3.26M
LD
704
Lipe & Dalton
New York
$3.26M
GIS
705
Graphene Investments SAS
France
$3.24M
LIM
706
Leavell Investment Management
Alabama
$3.24M
AW
707
Alaethes Wealth
Nevada
$3.24M
JWCA
708
J.W. Cole Advisors
Florida
$3.24M
SWP
709
Stratos Wealth Partners
Ohio
$3.23M
YIA
710
YHB Investment Advisors
Connecticut
$3.18M
BCM
711
Brookstone Capital Management
Illinois
$3.18M
TNA
712
True North Advisors
Texas
$3.15M
AIS
713
AM Investment Strategies
Tennessee
$3.11M
BBHC
714
Brown Brothers Harriman & Co
New York
$3.09M
TH
715
TCTC Holdings
Texas
$3.07M
CK
716
Cohen Klingenstein
New York
$3.07M
Tudor Investment Corp
717
Tudor Investment Corp
Connecticut
$3.07M
IA
718
IFG Advisory
Georgia
$3.07M
WBWA
719
William B. Walkup & Associates
South Carolina
$3.05M
GWMR
720
GC Wealth Management RIA
Massachusetts
$3.05M
AC
721
Asio Capital
Kentucky
$3.01M
SSWM
722
Smith Salley Wealth Management
North Carolina
$3.01M
Capstone Investment Advisors
723
Capstone Investment Advisors
New York
$3M
SFS
724
Sowell Financial Services
Arkansas
$2.99M
RSA
725
River Street Advisors
Illinois
$2.98M