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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
UB
851
Umpqua Bank
Oregon
$2.04M
CC
852
Courier Capital
New York
$2.03M
SCA
853
Snowden Capital Advisors
New York
$2.03M
HT
854
Heritage Trust
Oklahoma
$2.03M
TAM
855
Trust Asset Management
Texas
$2.02M
TCOV
856
Trust Company of Vermont
Vermont
$2.01M
SCTC
857
Sanibel Captiva Trust Company
Florida
$2.01M
DI
858
Diligent Investors
California
$2M
CWAG
859
Compton Wealth Advisory Group
Virginia
$1.99M
HA
860
Huntleigh Advisors
Missouri
$1.98M
CWM
861
Chesapeake Wealth Management
Virginia
$1.98M
KF
862
Krilogy Financial
Missouri
$1.97M
QWM
863
Quadcap Wealth Management
Texas
$1.97M
TAM
864
Tocqueville Asset Management
New York
$1.96M
CCG
865
Chatham Capital Group
Georgia
$1.94M
TF
866
TLWM Financial
Texas
$1.94M
TCM
867
Teza Capital Management
Illinois
$1.93M
QC
868
Quent Capital
New York
$1.91M
WPC
869
Wedmont Private Capital
Pennsylvania
$1.91M
CAM
870
Congress Asset Management
Massachusetts
$1.91M
SFM
871
Systematic Financial Management
New Jersey
$1.9M
NB
872
NBT Bank
New York
$1.9M
NG
873
Norden Group
Utah
$1.9M
CIP
874
Convergence Investment Partners
Florida
$1.89M
GDP
875
Great Diamond Partners
Maine
$1.88M