MS icon

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
LJHT
776
Laurie J. Hall Trustee
$2.54M
Koshinski Asset Management
777
Koshinski Asset Management
Illinois
$2.53M
IB
778
Intrust Bank
Kansas
$2.53M
SA
779
Strategic Advisors
New York
$2.52M
IIL
780
Insight Inv LLC
California
$2.49M
OAM
781
Oak Asset Management
California
$2.48M
SIA
782
Schear Investment Advisers
Ohio
$2.46M
NW
783
NewEdge Wealth
Pennsylvania
$2.46M
FDS
784
Freedom Day Solutions
Texas
$2.46M
CFB
785
Cullen/Frost Bankers
Texas
$2.45M
BFPW
786
BOK Financial Private Wealth
Colorado
$2.45M
SAI
787
Systematic Alpha Investments
New Jersey
$2.44M
GCP
788
GSA Capital Partners
United Kingdom
$2.43M
IIC
789
Ironwood Investment Counsel
Arizona
$2.42M
VF
790
Vest Financial
Virginia
$2.42M
IFWM
791
Institute for Wealth Management
Colorado
$2.41M
BFA
792
Brown Financial Advisors
Ohio
$2.4M
BFS
793
Bradley Foster & Sargent
Connecticut
$2.4M
AA
794
Altman Advisors
Illinois
$2.4M
FFA
795
Farther Finance Advisors
California
$2.39M
AWS
796
Atria Wealth Solutions
New York
$2.39M
AF
797
Arrow Financial
New York
$2.39M
M1FG
798
Mach-1 Financial Group
Arkansas
$2.39M
AGC
799
Aspen Grove Capital
Colorado
$2.38M
DAS
800
Diversify Advisory Services
Utah
$2.38M