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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 %
AFS
826
Aft Forsyth & Sober
Florida
$2.18M +$84.5K +600 +4%
ANTB
827
AMG National Trust Bank
Colorado
$2.18M -$98.7K -701 -4%
PA
828
Profund Advisors
Maryland
$2.17M -$258K -1,831 -11%
PAS
829
Point72 Asia (Singapore)
Singapore
$2.17M +$2.17M +15,395 New
EWA
830
EverSource Wealth Advisors
Alabama
$2.15M +$73K +518 +4%
WWM
831
Wolff Wiese Magana
California
$2.14M -$633K -4,495 -23%
DWT
832
Dorsey & Whitney Trust
South Dakota
$2.13M +$1.69K +12 +0.1%
IAS
833
Insigneo Advisory Services
Florida
$2.13M +$2.54K +18 +0.1%
BTI
834
Blue Trust Inc
Georgia
$2.13M +$19.2K +136 +0.9%
CIAS
835
Capital Investment Advisory Services
North Carolina
$2.13M +$59.6K +423 +3%
PFBT
836
Parkside Financial Bank & Trust
Missouri
$2.12M +$107K +758 +5%
WJWM
837
Williams Jones Wealth Management
New York
$2.12M -$57.6K -409 -3%
MAM
838
Mystic Asset Management
Rhode Island
$2.1M -$3.38K -24 -0.2%
LIA
839
LS Investment Advisors
Michigan
$2.1M +$65.5K +465 +3%
SF
840
Symphony Financial
Texas
$2.09M +$819K +6,077 +64%
TIA
841
Trust Investment Advisors
Indiana
$2.09M -$141K -1,002 -6%
IIA
842
IPG Investment Advisors
California
$2.09M +$1.48M +10,502 +244%
WW
843
Waterfront Wealth
Kansas
$2.08M -$50.4K -358 -2%
CIM
844
CIM Investment Management
Pennsylvania
$2.07M +$1.03M +7,746 +100%
NWM
845
Northcape Wealth Management
New York
$2.06M -$7.61K -54 -0.4%
LAM
846
LOM Asset Management
$2.05M +$2.05M +14,536 New
UB
847
Umpqua Bank
Oregon
$2.04M +$83K +588 +4%
CC
848
Courier Capital
New York
$2.03M
SCA
849
Snowden Capital Advisors
New York
$2.03M -$157K -1,115 -7%
HT
850
Heritage Trust
Oklahoma
$2.03M -$6.58M -46,708 -76%