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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 %
MCWS
726
McKinley Carter Wealth Services
West Virginia
$2.97M +$369K +2,623 +14%
NP
727
NorthRock Partners
Minnesota
$2.96M +$170K +1,204 +6%
GAG
728
GM Advisory Group
New York
$2.94M +$2.67M +18,962 +1,006%
SLI
729
Sumitomo Life Insurance
Japan
$2.93M -$182K -1,294 -6%
MSAM
730
Moloney Securities Asset Management
Missouri
$2.93M +$31.6K +224 +1%
MOS
731
MGO One Seven
Ohio
$2.93M +$192K +1,361 +7%
PAM
732
Paradigm Asset Management
New York
$2.92M -$352K -2,500 -11%
HC
733
Hurley Capital
New York
$2.91M
RFC
734
Regions Financial Corp
Alabama
$2.91M -$55.9K -397 -2%
AWA
735
Arkadios Wealth Advisors
Georgia
$2.9M +$1.55M +11,026 +115%
KIA
736
KCM Investment Advisors
California
$2.9M -$278K -1,976 -9%
SIM
737
Stratos Investment Management
Ohio
$2.88M +$148K +1,050 +5%
WAM
738
Werlinich Asset Management
Connecticut
$2.83M -$98.6K -700 -3%
CAM
739
Cacti Asset Management
Georgia
$2.81M -$211K -1,500 -7%
P
740
Pitcairn
Pennsylvania
$2.81M -$403K -2,858 -13%
CFCI
741
Comprehensive Financial Consultants Institutional
Indiana
$2.8M -$23.4K -166 -0.8%
BIM
742
Baldwin Investment Management
Pennsylvania
$2.8M -$29K -206 -1%
EWM
743
Empirical Wealth Management
Washington
$2.78M +$530K +3,766 +24%
AC
744
Avestar Capital
New York
$2.78M +$375K +2,665 +16%
AFG
745
Atomi Financial Group
New York
$2.75M +$608K +4,314 +28%
SWP
746
Sagespring Wealth Partners
Tennessee
$2.75M +$493K +3,502 +22%
TS
747
Triglav Skladi
Slovenia
$2.75M
Luther King Capital Management (LKCM)
748
Luther King Capital Management (LKCM)
Texas
$2.73M +$257K +1,827 +10%
HIA
749
Harvest Investment Advisors
Florida
$2.72M -$35.9K -255 -1%
WAM
750
Wakefield Asset Management
Colorado
$2.7M -$33.2K -236 -1%