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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 %
OAM
776
Oak Asset Management
California
$2.48M +$1.41K +10 +0.1%
SIA
777
Schear Investment Advisers
Ohio
$2.46M +$136K +964 +6%
NW
778
NewEdge Wealth
Pennsylvania
$2.46M -$181K -1,283 -7%
VFA
779
Valeo Financial Advisors
Indiana
$2.46M +$79.3K +563 +3%
FDS
780
Freedom Day Solutions
Texas
$2.46M -$37.3K -265 -1%
CFB
781
Cullen/Frost Bankers
Texas
$2.45M +$138K +982 +6%
BFPW
782
BOK Financial Private Wealth
Colorado
$2.45M -$159K -1,128 -6%
SAI
783
Systematic Alpha Investments
New Jersey
$2.44M
GCP
784
GSA Capital Partners
United Kingdom
$2.43M +$1.74M +12,363 +253%
IIC
785
Ironwood Investment Counsel
Arizona
$2.42M +$7.89K +56 +0.3%
VF
786
Vest Financial
Virginia
$2.42M +$681K +4,835 +39%
IFWM
787
Institute for Wealth Management
Colorado
$2.41M -$4.09K -29 -0.2%
BFA
788
Brown Financial Advisors
Ohio
$2.4M -$165K -1,172 -6%
BFS
789
Bradley Foster & Sargent
Connecticut
$2.4M -$12.1K -86 -0.5%
AA
790
Altman Advisors
Illinois
$2.4M +$25.3K +179 +1%
FFA
791
Farther Finance Advisors
California
$2.39M +$717K +5,090 +43%
AWS
792
Atria Wealth Solutions
New York
$2.39M -$3.62M -25,695 -60%
AF
793
Arrow Financial
New York
$2.39M -$41.7K -296 -2%
M1FG
794
Mach-1 Financial Group
Arkansas
$2.39M -$1.04M -7,350 -30%
AGC
795
Aspen Grove Capital
Colorado
$2.38M +$137K +975 +6%
DAS
796
Diversify Advisory Services
Utah
$2.38M +$1.13M +7,688 +91%
WSCM
797
Wellington Shields Capital Management
New York
$2.35M +$1.84M +13,044 +357%
ATPW
798
Ashton Thomas Private Wealth
Arizona
$2.35M -$773K -5,488 -25%
CT
799
Coastline Trust
Rhode Island
$2.35M -$25.9K -184 -1%
PMA
800
Prudent Man Advisors
Illinois
$2.34M +$210K +1,489 +10%