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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
Capstone Investment Advisors
726
Capstone Investment Advisors
New York
$3M
SFS
727
Sowell Financial Services
Arkansas
$2.99M
RSA
728
River Street Advisors
Illinois
$2.98M
LWCFA
729
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.98M
WIA
730
World Investment Advisors
California
$2.97M
MCWS
731
McKinley Carter Wealth Services
West Virginia
$2.97M
NP
732
NorthRock Partners
Minnesota
$2.96M
GAG
733
GM Advisory Group
New York
$2.94M
SLI
734
Sumitomo Life Insurance
Japan
$2.93M
MSAM
735
Moloney Securities Asset Management
Missouri
$2.93M
MOS
736
MGO One Seven
Ohio
$2.93M
PAM
737
Paradigm Asset Management
New York
$2.92M
HC
738
Hurley Capital
New York
$2.91M
RFC
739
Regions Financial Corp
Alabama
$2.91M
AWA
740
Arkadios Wealth Advisors
Georgia
$2.9M
KIA
741
KCM Investment Advisors
California
$2.9M
SIM
742
Stratos Investment Management
Ohio
$2.88M
WAM
743
Werlinich Asset Management
Connecticut
$2.83M
CAM
744
Cacti Asset Management
Georgia
$2.81M
P
745
Pitcairn
Pennsylvania
$2.81M
CFCI
746
Comprehensive Financial Consultants Institutional
Indiana
$2.8M
BIM
747
Baldwin Investment Management
Pennsylvania
$2.8M
EWM
748
Empirical Wealth Management
Washington
$2.78M
AC
749
Avestar Capital
New York
$2.78M
CT
750
Caldwell Trust
Florida
$2.76M