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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
RE
751
Rydar Equities
Texas
$2.73M
Luther King Capital Management (LKCM)
752
Luther King Capital Management (LKCM)
Texas
$2.73M
HIA
753
Harvest Investment Advisors
Florida
$2.72M
WAM
754
Wakefield Asset Management
Colorado
$2.7M
HCCM
755
Hudson Canyon Capital Management
New York
$2.68M
HAIM
756
Hunter Associates Investment Management
Pennsylvania
$2.67M
CAM
757
Covenant Asset Management
New Jersey
$2.66M
CICI
758
Capital Investment Counsel Inc
North Carolina
$2.66M
DLCIG
759
D.L. Carlson Investment Group
New Hampshire
$2.65M
VFA
760
Valeo Financial Advisors
Indiana
$2.62M
AIM
761
Acropolis Investment Management
Missouri
$2.61M
AWM
762
AE Wealth Management
Kansas
$2.61M
CIA
763
Choate Investment Advisors
Massachusetts
$2.61M
JWM
764
JPL Wealth Management
Colorado
$2.59M
TYCC
765
Texas Yale Capital Corp
Florida
$2.59M
WT
766
Whittier Trust
California
$2.58M
MMA
767
Miracle Mile Advisors
California
$2.58M
PCM
768
Polymer Capital Management
New York
$2.57M
TPW
769
Talon Private Wealth
Florida
$2.57M
SC
770
Syon Capital
California
$2.56M
TC
771
TownSquare Capital
Utah
$2.56M
GGA
772
Granite Group Advisors
Connecticut
$2.56M
PI
773
PFG Investments
New York
$2.55M
AFM
774
Abbot Financial Management
Massachusetts
$2.55M
SI
775
Shaker Investments
Ohio
$2.54M