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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
GGA
776
Granite Group Advisors
Connecticut
$2.56M
PI
777
PFG Investments
New York
$2.55M
AFM
778
Abbot Financial Management
Massachusetts
$2.55M
SI
779
Shaker Investments
Ohio
$2.54M
LJHT
780
Laurie J. Hall Trustee
$2.54M
Koshinski Asset Management
781
Koshinski Asset Management
Illinois
$2.53M
IB
782
Intrust Bank
Kansas
$2.53M
SA
783
Strategic Advisors
New York
$2.52M
IIL
784
Insight Inv LLC
California
$2.49M
OAM
785
Oak Asset Management
California
$2.48M
SIA
786
Schear Investment Advisers
Ohio
$2.46M
NW
787
NewEdge Wealth
Pennsylvania
$2.46M
FDS
788
Freedom Day Solutions
Texas
$2.46M
CFB
789
Cullen/Frost Bankers
Texas
$2.45M
BFPW
790
BOK Financial Private Wealth
Colorado
$2.45M
SAI
791
Systematic Alpha Investments
New Jersey
$2.44M
GCP
792
GSA Capital Partners
United Kingdom
$2.43M
IIC
793
Ironwood Investment Counsel
Arizona
$2.42M
VF
794
Vest Financial
Virginia
$2.42M
IFWM
795
Institute for Wealth Management
Colorado
$2.41M
BFA
796
Brown Financial Advisors
Ohio
$2.4M
BFS
797
Bradley Foster & Sargent
Connecticut
$2.4M
AA
798
Altman Advisors
Illinois
$2.4M
FFA
799
Farther Finance Advisors
California
$2.39M
AWS
800
Atria Wealth Solutions
New York
$2.39M