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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
SAM
876
Silvercrest Asset Management
New York
$1.87M
AG
877
AlTi Global
New York
$1.87M
GSEP
878
Golden State Equity Partners
California
$1.87M
LSA
879
Lansing Street Advisors
Pennsylvania
$1.86M
FAM
880
Fulcrum Asset Management
United Kingdom
$1.86M
MAWA
881
Moss Adams Wealth Advisors
Washington
$1.85M
USCWA
882
U.S. Capital Wealth Advisors
Texas
$1.85M
PIM
883
Penobscot Investment Management
Massachusetts
$1.85M
HA
884
Harfst & Associates
Wyoming
$1.84M
OBAM
885
ODDO BHF Asset Management
France
$1.83M
AGDI
886
Absolute Gestao de Investimentos
Brazil
$1.82M
ECM
887
Evergreen Capital Management
Washington
$1.81M
AG
888
AIA Group
Hong Kong
$1.81M
YIH
889
Y-Intercept (HK)
Hong Kong
$1.81M
GWM
890
Greenwich Wealth Management
Connecticut
$1.81M
MG
891
Mather Group
Illinois
$1.8M
ICP
892
Interchange Capital Partners
Pennsylvania
$1.8M
VCWA
893
Vanguard Capital Wealth Advisors
Colorado
$1.79M
RCM
894
Radnor Capital Management
Pennsylvania
$1.79M
PCM
895
Parsons Capital Management
Rhode Island
$1.78M
KNW
896
Kesler Norman & Wride
Utah
$1.78M
MA
897
Mutual Advisors
Nebraska
$1.78M
SACTSONJ
898
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.77M
SAI
899
Savvy Advisors Inc
New York
$1.77M
EM
900
Excalibur Management
Massachusetts
$1.77M