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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
WW
851
Waterfront Wealth
Kansas
$2.08M
CIM
852
CIM Investment Management
Pennsylvania
$2.07M
NWM
853
Northcape Wealth Management
New York
$2.06M
LAM
854
LOM Asset Management
$2.05M
UB
855
Umpqua Bank
Oregon
$2.04M
CC
856
Courier Capital
New York
$2.03M
SCA
857
Snowden Capital Advisors
New York
$2.03M
HT
858
Heritage Trust
Oklahoma
$2.03M
TAM
859
Trust Asset Management
Texas
$2.02M
TCOV
860
Trust Company of Vermont
Vermont
$2.01M
SCTC
861
Sanibel Captiva Trust Company
Florida
$2.01M
DI
862
Diligent Investors
California
$2M
CWAG
863
Compton Wealth Advisory Group
Virginia
$1.99M
HA
864
Huntleigh Advisors
Missouri
$1.98M
CWM
865
Chesapeake Wealth Management
Virginia
$1.98M
KF
866
Krilogy Financial
Missouri
$1.97M
QWM
867
Quadcap Wealth Management
Texas
$1.97M
TAM
868
Tocqueville Asset Management
New York
$1.96M
CCG
869
Chatham Capital Group
Georgia
$1.94M
TF
870
TLWM Financial
Texas
$1.94M
TCM
871
Teza Capital Management
Illinois
$1.93M
QC
872
Quent Capital
New York
$1.91M
WPC
873
Wedmont Private Capital
Pennsylvania
$1.91M
CAM
874
Congress Asset Management
Massachusetts
$1.91M
SFM
875
Systematic Financial Management
New Jersey
$1.9M