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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 %
BFS
901
Bard Financial Services
Connecticut
$1.72M
BJL
902
Brighton Jones LLC
Washington
$1.71M -$172K -1,218 -9%
VCM
903
Viewpoint Capital Management
Washington
$1.71M
LSV Asset Management
904
LSV Asset Management
Illinois
$1.7M +$54.1K +384 +3%
MIA
905
MMBG Investment Advisors
Florida
$1.7M +$1.7M +12,065 New
GAMC
906
Garner Asset Management Corp
Texas
$1.7M -$221K -1,568 -12%
FM
907
Foster & Motley
Ohio
$1.69M -$126K -896 -7%
KAS
908
KPP Advisory Services
Kentucky
$1.69M +$147K +1,042 +10%
BPWM
909
BCS Private Wealth Management
New Jersey
$1.68M +$1.68M +11,947 New
DWM
910
Dynasty Wealth Management
Florida
$1.68M -$381K -2,707 -18%
VA
911
VestGen Advisors
Illinois
$1.67M -$57.7K -409 -3%
CGL
912
Clarius Group LLC
Washington
$1.67M -$112K -795 -6%
RCA
913
Roberts Capital Advisors
Colorado
$1.67M +$249K +1,770 +18%
SAM
914
Smartleaf Asset Management
Massachusetts
$1.66M -$186K -1,323 -10%
IBOK
915
Independence Bank of Kentucky
Kentucky
$1.65M +$1.27K +9 +0.1%
Two Sigma Advisers
916
Two Sigma Advisers
New York
$1.65M +$1.65M +11,736 New
NDBT
917
North Dallas Bank & Trust
Texas
$1.65M +$1.65M +11,698 New
PWP
918
Principle Wealth Partners
Connecticut
$1.64M +$3.38K +24 +0.2%
ETC
919
Exchange Traded Concepts
Oklahoma
$1.64M -$15.1M -107,356 -90%
LF
920
Lee Financial
Texas
$1.62M +$170K +1,207 +12%
EPIM
921
Evelyn Partners Investment Management
$1.62M +$1.42M +18,984 +717%
CWP
922
CFM Wealth Partners
Texas
$1.62M +$119K +847 +8%
BAM
923
Berkshire Asset Management
Pennsylvania
$1.62M +$20K +142 +1%
EDRH
924
Edmond de Rothschild Holding
Switzerland
$1.61M +$223K +1,585 +16%
SS
925
SBI Securities
Japan
$1.61M -$73.7K -523 -4%