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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 %
MFG
926
Magnus Financial Group
New York
$1.61M -$55.8K -396 -3%
CI
927
Cigna Investments
Connecticut
$1.61M -$27.3K -194 -2%
AAM
928
AR Asset Management
California
$1.61M
VI
929
Versor Investments
New York
$1.6M +$1.25M +8,893 +356%
CB
930
Community Bank
New York
$1.6M -$566K -4,020 -26%
CCT
931
Chemung Canal Trust
New York
$1.6M -$37.9K -269 -2%
WIC
932
Wilkins Investment Counsel
Massachusetts
$1.6M -$225K -1,600 -12%
DM
933
Delphi Management
Massachusetts
$1.6M -$43.7K -310 -3%
AP
934
Advisors Preferred
Maryland
$1.59M
BHPW
935
Beverly Hills Private Wealth
California
$1.59M -$4.37K -31 -0.3%
AA
936
Armis Advisers
Georgia
$1.59M +$202K +1,419 +15%
FCBT
937
First Citizens Bank & Trust
North Carolina
$1.59M -$2.94M -20,877 -65%
DF
938
Donoghue Forlines
Massachusetts
$1.57M -$223K -1,581 -12%
TCM
939
Twin Capital Management
Pennsylvania
$1.56M -$54.4K -386 -3%
DAM
940
Delta Asset Management
Tennessee
$1.56M -$7.04K -50 -0.5%
PF
941
Phoenix Financial
Israel
$1.55M +$1.55M +11,208 New
WT
942
Washington Trust
Rhode Island
$1.54M +$28.3K +201 +2%
DWM
943
Dakota Wealth Management
Florida
$1.54M +$48.6K +345 +3%
ZIG
944
Zullo Investment Group
Pennsylvania
$1.52M -$17.6K -125 -1%
EW
945
Evoke Wealth
California
$1.52M -$318K -2,261 -17%
Group One Trading
946
Group One Trading
Illinois
$1.51M -$1.92M -13,619 -56%
FHA
947
First Horizon Advisors
Tennessee
$1.51M +$10.8K +77 +0.7%
BCM
948
BluePath Capital Management
Georgia
$1.51M +$144K +1,022 +11%
Financial Engines Advisors
949
Financial Engines Advisors
California
$1.51M +$18K +128 +1%
LFG
950
Larson Financial Group
Missouri
$1.51M +$430K +3,055 +40%