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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
LWCFA
726
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.98M
WIA
727
World Investment Advisors
California
$2.97M
MCWS
728
McKinley Carter Wealth Services
West Virginia
$2.97M
NP
729
NorthRock Partners
Minnesota
$2.96M
GAG
730
GM Advisory Group
New York
$2.94M
SLI
731
Sumitomo Life Insurance
Japan
$2.93M
MSAM
732
Moloney Securities Asset Management
Missouri
$2.93M
MOS
733
MGO One Seven
Ohio
$2.93M
PAM
734
Paradigm Asset Management
New York
$2.92M
HC
735
Hurley Capital
New York
$2.91M
RFC
736
Regions Financial Corp
Alabama
$2.91M
AWA
737
Arkadios Wealth Advisors
Georgia
$2.9M
KIA
738
KCM Investment Advisors
California
$2.9M
SIM
739
Stratos Investment Management
Ohio
$2.88M
WAM
740
Werlinich Asset Management
Connecticut
$2.83M
CAM
741
Cacti Asset Management
Georgia
$2.81M
P
742
Pitcairn
Pennsylvania
$2.81M
CFCI
743
Comprehensive Financial Consultants Institutional
Indiana
$2.8M
BIM
744
Baldwin Investment Management
Pennsylvania
$2.8M
EWM
745
Empirical Wealth Management
Washington
$2.78M
AC
746
Avestar Capital
New York
$2.78M
CT
747
Caldwell Trust
Florida
$2.76M
AFG
748
Atomi Financial Group
New York
$2.75M
SWP
749
Sagespring Wealth Partners
Tennessee
$2.75M
TS
750
Triglav Skladi
Slovenia
$2.75M