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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 %
HCCM
751
Hudson Canyon Capital Management
New York
$2.68M +$2.82K +20 +0.1%
HAIM
752
Hunter Associates Investment Management
Pennsylvania
$2.67M -$915K -6,504 -26%
CAM
753
Covenant Asset Management
New Jersey
$2.66M -$3.17M -22,519 -54%
CICI
754
Capital Investment Counsel Inc
North Carolina
$2.66M -$36.2K -257 -1%
DLCIG
755
D.L. Carlson Investment Group
New Hampshire
$2.65M -$370K -2,627 -12%
AIM
756
Acropolis Investment Management
Missouri
$2.61M +$1.13K +8 +0%
AWM
757
AE Wealth Management
Kansas
$2.61M +$651K +4,624 +33%
CIA
758
Choate Investment Advisors
Massachusetts
$2.61M +$1.06M +7,522 +68%
JWM
759
JPL Wealth Management
Colorado
$2.59M +$53K +376 +2%
TYCC
760
Texas Yale Capital Corp
Florida
$2.59M +$21.1K +150 +0.8%
WT
761
Whittier Trust
California
$2.58M +$106K +755 +4%
MMA
762
Miracle Mile Advisors
California
$2.58M +$234K +1,663 +10%
PCM
763
Polymer Capital Management
New York
$2.57M +$1.63M +11,537 +171%
TPW
764
Talon Private Wealth
Florida
$2.57M +$219K +1,557 +9%
SC
765
Syon Capital
California
$2.56M +$189K +1,344 +8%
TC
766
TownSquare Capital
Utah
$2.56M -$9.94M -70,601 -80%
GGA
767
Granite Group Advisors
Connecticut
$2.56M +$278K +1,975 +12%
PI
768
PFG Investments
New York
$2.55M -$174K -1,236 -6%
AFM
769
Abbot Financial Management
Massachusetts
$2.55M
SI
770
Shaker Investments
Ohio
$2.54M -$128K -910 -5%
LJHT
771
Laurie J. Hall Trustee
$2.54M
Koshinski Asset Management
772
Koshinski Asset Management
Illinois
$2.53M +$82.1K +583 +3%
IB
773
Intrust Bank
Kansas
$2.53M +$30.3K +215 +1%
SA
774
Strategic Advisors
New York
$2.52M +$32K +227 +1%
IIL
775
Insight Inv LLC
California
$2.49M -$99.2K -704 -4%