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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
BCM
901
Bayesian Capital Management
New York
$1.75M
LRWA
902
Long Run Wealth Advisors
New York
$1.73M
CF
903
Centaurus Financial
California
$1.73M
TNBTD
904
Trustmark National Bank Trust Department
Mississippi
$1.72M
BFS
905
Bard Financial Services
Connecticut
$1.72M
BJL
906
Brighton Jones LLC
Washington
$1.71M
VCM
907
Viewpoint Capital Management
Washington
$1.71M
LSV Asset Management
908
LSV Asset Management
Illinois
$1.7M
MIA
909
MMBG Investment Advisors
Florida
$1.7M
GAMC
910
Garner Asset Management Corp
Texas
$1.7M
FM
911
Foster & Motley
Ohio
$1.69M
KAS
912
KPP Advisory Services
Kentucky
$1.69M
BPWM
913
BCS Private Wealth Management
New Jersey
$1.68M
DWM
914
Dynasty Wealth Management
Florida
$1.68M
VA
915
VestGen Advisors
Illinois
$1.67M
CGL
916
Clarius Group LLC
Washington
$1.67M
RCA
917
Roberts Capital Advisors
Colorado
$1.67M
SAM
918
Smartleaf Asset Management
Massachusetts
$1.66M
IBOK
919
Independence Bank of Kentucky
Kentucky
$1.65M
Two Sigma Advisers
920
Two Sigma Advisers
New York
$1.65M
NDBT
921
North Dallas Bank & Trust
Texas
$1.65M
PWP
922
Principle Wealth Partners
Connecticut
$1.64M
ETC
923
Exchange Traded Concepts
Oklahoma
$1.64M
LF
924
Lee Financial
Texas
$1.62M
EPIM
925
Evelyn Partners Investment Management
$1.62M