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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
DCM
826
Decatur Capital Management
Georgia
$2.25M
ACM
827
Aster Capital Management
United Arab Emirates
$2.24M
XT
828
XTX Topco
Cayman Islands
$2.23M
WPC
829
White Pine Capital
Minnesota
$2.23M
ADBIC
830
A.D. Beadell Investment Counsel
Wisconsin
$2.22M
NL
831
NVWM LLC
Pennsylvania
$2.2M
WAP
832
Wealthcare Advisory Partners
Pennsylvania
$2.19M
NERM
833
New England Research & Management
Illinois
$2.19M
AFS
834
Aft Forsyth & Sober
Florida
$2.18M
ANTB
835
AMG National Trust Bank
Colorado
$2.18M
PA
836
Profund Advisors
Maryland
$2.17M
PAS
837
Point72 Asia (Singapore)
Singapore
$2.17M
EWA
838
EverSource Wealth Advisors
Alabama
$2.15M
WWM
839
Wolff Wiese Magana
California
$2.14M
DWT
840
Dorsey & Whitney Trust
South Dakota
$2.13M
IAS
841
Insigneo Advisory Services
Florida
$2.13M
BTI
842
Blue Trust Inc
Georgia
$2.13M
CIAS
843
Capital Investment Advisory Services
North Carolina
$2.13M
PFBT
844
Parkside Financial Bank & Trust
Missouri
$2.12M
WJWM
845
Williams Jones Wealth Management
New York
$2.12M
MAM
846
Mystic Asset Management
Rhode Island
$2.1M
LIA
847
LS Investment Advisors
Michigan
$2.1M
SF
848
Symphony Financial
Texas
$2.09M
TIA
849
Trust Investment Advisors
Indiana
$2.09M
IIA
850
IPG Investment Advisors
California
$2.09M