MS icon

Morgan Stanley

2,163 hedge funds and large institutions have $190B invested in Morgan Stanley in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 879 increasing their positions, 758 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,163
Holders Change
+97
Holders Change %
+4.7%
% of All Funds
28.99%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
0.62%
New
245
Increased
879
Reduced
758
Closed
113
Calls
$3.27B
Puts
$4.11B
Net Calls
-$838M
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
876
Fulcrum Asset Management
United Kingdom
$1.86M +$1.86M +18,564 New
MAWA
877
Moss Adams Wealth Advisors
Washington
$1.85M +$73K +518 +4%
USCWA
878
U.S. Capital Wealth Advisors
Texas
$1.85M -$2.13M -15,097 -53%
PIM
879
Penobscot Investment Management
Massachusetts
$1.85M
HA
880
Harfst & Associates
Wyoming
$1.84M +$1.04M +7,417 +132%
OBAM
881
ODDO BHF Asset Management
France
$1.83M -$211K -1,500 -10%
AGDI
882
Absolute Gestao de Investimentos
Brazil
$1.82M +$1.82M +12,900 New
ECM
883
Evergreen Capital Management
Washington
$1.81M +$974K +6,916 +116%
AG
884
AIA Group
Hong Kong
$1.81M -$813K -5,775 -31%
YIH
885
Y-Intercept (HK)
Hong Kong
$1.81M -$7.47M -53,061 -80%
GWM
886
Greenwich Wealth Management
Connecticut
$1.81M -$2.81M -19,915 -61%
MG
887
Mather Group
Illinois
$1.8M +$91.1K +647 +5%
ICP
888
Interchange Capital Partners
Pennsylvania
$1.8M +$24.9K +177 +1%
VCWA
889
Vanguard Capital Wealth Advisors
Colorado
$1.79M -$77.5K -550 -4%
RCM
890
Radnor Capital Management
Pennsylvania
$1.79M
PCM
891
Parsons Capital Management
Rhode Island
$1.78M +$88.6K +629 +5%
KNW
892
Kesler Norman & Wride
Utah
$1.78M +$70K +497 +4%
MA
893
Mutual Advisors
Nebraska
$1.78M +$162K +1,132 +10%
SACTSONJ
894
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.77M
SAI
895
Savvy Advisors Inc
New York
$1.77M +$81.6K +579 +5%
EM
896
Excalibur Management
Massachusetts
$1.77M +$9.16K +65 +0.5%
BCM
897
Bayesian Capital Management
New York
$1.75M +$1.75M +12,400 New
LRWA
898
Long Run Wealth Advisors
New York
$1.73M -$150K -1,064 -8%
CF
899
Centaurus Financial
California
$1.73M +$207K +1,470 +14%
TNBTD
900
Trustmark National Bank Trust Department
Mississippi
$1.72M +$19.2K +136 +1%