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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
AF
801
Arrow Financial
New York
$2.39M
M1FG
802
Mach-1 Financial Group
Arkansas
$2.39M
AGC
803
Aspen Grove Capital
Colorado
$2.38M
DAS
804
Diversify Advisory Services
Utah
$2.38M
WSCM
805
Wellington Shields Capital Management
New York
$2.35M
ATPW
806
Ashton Thomas Private Wealth
Arizona
$2.35M
CT
807
Coastline Trust
Rhode Island
$2.35M
PMA
808
Prudent Man Advisors
Illinois
$2.34M
CCA
809
Checchi Capital Advisers
California
$2.33M
SPS
810
Susquehanna Portfolio Strategies
Pennsylvania
$2.32M
VCA
811
Verdence Capital Advisors
Maryland
$2.31M
IA
812
IFC Advisors
California
$2.3M
ST
813
Somerset Trust
Pennsylvania
$2.3M
RAM
814
Ramirez Asset Management
New York
$2.29M
CPC
815
Cookson Peirce & Co
Pennsylvania
$2.29M
MTC
816
Matrix Trust Company
Colorado
$2.29M
DS
817
DRW Securities
Illinois
$2.29M
CAG
818
Crestwood Advisors Group
Massachusetts
$2.28M
1SB
819
1ST Source Bank
Indiana
$2.28M
QI
820
Qtron Investments
Massachusetts
$2.28M
MIF
821
Mediolanum International Funds
Ireland
$2.27M
HCM
822
Howland Capital Management
Massachusetts
$2.26M
OIA
823
OneDigital Investment Advisors
Kansas
$2.26M
COCM
824
Charter Oak Capital Management
New Hampshire
$2.26M
CI
825
Cherokee Insurance
Michigan
$2.25M