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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
NB
876
NBT Bank
New York
$1.9M
NG
877
Norden Group
Utah
$1.9M
CIP
878
Convergence Investment Partners
Florida
$1.89M
GDP
879
Great Diamond Partners
Maine
$1.88M
SAM
880
Silvercrest Asset Management
New York
$1.87M
AG
881
AlTi Global
New York
$1.87M
GSEP
882
Golden State Equity Partners
California
$1.87M
LSA
883
Lansing Street Advisors
Pennsylvania
$1.86M
MAWA
884
Moss Adams Wealth Advisors
Washington
$1.85M
USCWA
885
U.S. Capital Wealth Advisors
Texas
$1.85M
PIM
886
Penobscot Investment Management
Massachusetts
$1.85M
HA
887
Harfst & Associates
Wyoming
$1.84M
OBAM
888
ODDO BHF Asset Management
France
$1.83M
AGDI
889
Absolute Gestao de Investimentos
Brazil
$1.82M
ECM
890
Evergreen Capital Management
Washington
$1.81M
AG
891
AIA Group
Hong Kong
$1.81M
YIH
892
Y-Intercept (HK)
Hong Kong
$1.81M
GWM
893
Greenwich Wealth Management
Connecticut
$1.81M
MG
894
Mather Group
Illinois
$1.8M
ICP
895
Interchange Capital Partners
Pennsylvania
$1.8M
VCWA
896
Vanguard Capital Wealth Advisors
Colorado
$1.79M
RCM
897
Radnor Capital Management
Pennsylvania
$1.79M
PCM
898
Parsons Capital Management
Rhode Island
$1.78M
KNW
899
Kesler Norman & Wride
Utah
$1.78M
MA
900
Mutual Advisors
Nebraska
$1.78M