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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
ADBIC
826
A.D. Beadell Investment Counsel
Wisconsin
$2.22M
NL
827
NVWM LLC
Pennsylvania
$2.2M
WAP
828
Wealthcare Advisory Partners
Pennsylvania
$2.19M
NERM
829
New England Research & Management
Illinois
$2.19M
AFS
830
Aft Forsyth & Sober
Florida
$2.18M
ANTB
831
AMG National Trust Bank
Colorado
$2.18M
PA
832
Profund Advisors
Maryland
$2.17M
PAS
833
Point72 Asia (Singapore)
Singapore
$2.17M
EWA
834
EverSource Wealth Advisors
Alabama
$2.15M
WWM
835
Wolff Wiese Magana
California
$2.14M
DWT
836
Dorsey & Whitney Trust
South Dakota
$2.13M
IAS
837
Insigneo Advisory Services
Florida
$2.13M
BTI
838
Blue Trust Inc
Georgia
$2.13M
CIAS
839
Capital Investment Advisory Services
North Carolina
$2.13M
PFBT
840
Parkside Financial Bank & Trust
Missouri
$2.12M
WJWM
841
Williams Jones Wealth Management
New York
$2.12M
MAM
842
Mystic Asset Management
Rhode Island
$2.1M
LIA
843
LS Investment Advisors
Michigan
$2.1M
SF
844
Symphony Financial
Texas
$2.09M
TIA
845
Trust Investment Advisors
Indiana
$2.09M
IIA
846
IPG Investment Advisors
California
$2.09M
WW
847
Waterfront Wealth
Kansas
$2.08M
CIM
848
CIM Investment Management
Pennsylvania
$2.07M
NWM
849
Northcape Wealth Management
New York
$2.06M
LAM
850
LOM Asset Management
$2.05M