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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
WSCM
801
Wellington Shields Capital Management
New York
$2.35M
ATPW
802
Ashton Thomas Private Wealth
Arizona
$2.35M
CT
803
Coastline Trust
Rhode Island
$2.35M
PMA
804
Prudent Man Advisors
Illinois
$2.34M
CCA
805
Checchi Capital Advisers
California
$2.33M
SPS
806
Susquehanna Portfolio Strategies
Pennsylvania
$2.32M
VCA
807
Verdence Capital Advisors
Maryland
$2.31M
IA
808
IFC Advisors
California
$2.3M
ST
809
Somerset Trust
Pennsylvania
$2.3M
RAM
810
Ramirez Asset Management
New York
$2.29M
CPC
811
Cookson Peirce & Co
Pennsylvania
$2.29M
MTC
812
Matrix Trust Company
Colorado
$2.29M
DS
813
DRW Securities
Illinois
$2.29M
CAG
814
Crestwood Advisors Group
Massachusetts
$2.28M
1SB
815
1ST Source Bank
Indiana
$2.28M
QI
816
Qtron Investments
Massachusetts
$2.28M
MIF
817
Mediolanum International Funds
Ireland
$2.27M
HCM
818
Howland Capital Management
Massachusetts
$2.26M
OIA
819
OneDigital Investment Advisors
Kansas
$2.26M
COCM
820
Charter Oak Capital Management
New Hampshire
$2.26M
CI
821
Cherokee Insurance
Michigan
$2.25M
DCM
822
Decatur Capital Management
Georgia
$2.25M
ACM
823
Aster Capital Management
United Arab Emirates
$2.24M
XT
824
XTX Topco
Cayman Islands
$2.23M
WPC
825
White Pine Capital
Minnesota
$2.23M