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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
AFG
751
Atomi Financial Group
New York
$2.75M
SWP
752
Sagespring Wealth Partners
Tennessee
$2.75M
TS
753
Triglav Skladi
Slovenia
$2.75M
RE
754
Rydar Equities
Texas
$2.73M
Luther King Capital Management (LKCM)
755
Luther King Capital Management (LKCM)
Texas
$2.73M
HIA
756
Harvest Investment Advisors
Florida
$2.72M
WAM
757
Wakefield Asset Management
Colorado
$2.7M
HCCM
758
Hudson Canyon Capital Management
New York
$2.68M
HAIM
759
Hunter Associates Investment Management
Pennsylvania
$2.67M
CAM
760
Covenant Asset Management
New Jersey
$2.66M
CICI
761
Capital Investment Counsel Inc
North Carolina
$2.66M
DLCIG
762
D.L. Carlson Investment Group
New Hampshire
$2.65M
VFA
763
Valeo Financial Advisors
Indiana
$2.62M
FAM
764
Fulcrum Asset Management
United Kingdom
$2.61M
AIM
765
Acropolis Investment Management
Missouri
$2.61M
AWM
766
AE Wealth Management
Kansas
$2.61M
CIA
767
Choate Investment Advisors
Massachusetts
$2.61M
JWM
768
JPL Wealth Management
Colorado
$2.59M
TYCC
769
Texas Yale Capital Corp
Florida
$2.59M
WT
770
Whittier Trust
California
$2.58M
MMA
771
Miracle Mile Advisors
California
$2.58M
PCM
772
Polymer Capital Management
New York
$2.57M
TPW
773
Talon Private Wealth
Florida
$2.57M
SC
774
Syon Capital
California
$2.56M
TC
775
TownSquare Capital
Utah
$2.56M