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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 %
CCA
801
Checchi Capital Advisers
California
$2.33M -$32.1K -228 -1%
SPS
802
Susquehanna Portfolio Strategies
Pennsylvania
$2.32M +$2.32M +16,500 New
VCA
803
Verdence Capital Advisors
Maryland
$2.31M -$19.4K -138 -0.8%
IA
804
IFC Advisors
California
$2.3M -$45.5K -323 -2%
ST
805
Somerset Trust
Pennsylvania
$2.3M +$23.8K +169 +1%
RAM
806
Ramirez Asset Management
New York
$2.29M +$1.46M +10,400 +177%
CPC
807
Cookson Peirce & Co
Pennsylvania
$2.29M +$138K +980 +6%
MTC
808
Matrix Trust Company
Colorado
$2.29M +$41.8K +297 +2%
DS
809
DRW Securities
Illinois
$2.29M +$1.62M +11,506 +243%
CAG
810
Crestwood Advisors Group
Massachusetts
$2.28M +$429K +3,045 +23%
1SB
811
1ST Source Bank
Indiana
$2.28M +$31.4K +223 +1%
QI
812
Qtron Investments
Massachusetts
$2.28M +$309K +2,196 +16%
MIF
813
Mediolanum International Funds
Ireland
$2.27M -$197K -1,400 -8%
HCM
814
Howland Capital Management
Massachusetts
$2.26M -$31.6K -224 -1%
OIA
815
OneDigital Investment Advisors
Kansas
$2.26M -$51K -362 -2%
COCM
816
Charter Oak Capital Management
New Hampshire
$2.26M -$9.02K -64 -0.4%
CI
817
Cherokee Insurance
Michigan
$2.25M
DCM
818
Decatur Capital Management
Georgia
$2.25M
ACM
819
Aster Capital Management
United Arab Emirates
$2.24M -$1.72M -12,204 -43%
XT
820
XTX Topco
Cayman Islands
$2.23M -$2M -14,165 -47%
WPC
821
White Pine Capital
Minnesota
$2.23M +$47.2K +335 +2%
ADBIC
822
A.D. Beadell Investment Counsel
Wisconsin
$2.22M +$46.5K +330 +2%
NL
823
NVWM LLC
Pennsylvania
$2.2M +$108K +766 +5%
WAP
824
Wealthcare Advisory Partners
Pennsylvania
$2.19M +$163K +1,157 +8%
NERM
825
New England Research & Management
Illinois
$2.19M -$24.7K -175 -1%