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Morgan Stanley

2,185 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, 883 increasing their positions, 765 reducing their positions, and 115 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: 2,0772,185 (+108)

0.62% more ownership

Funds ownership: 83.67%84.3% (+0.62%)

20% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $4.11B

Holders
2,185
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
ETC
926
Exchange Traded Concepts
Oklahoma
$1.64M
LF
927
Lee Financial
Texas
$1.62M
EPIM
928
Evelyn Partners Investment Management
$1.62M
CWP
929
CFM Wealth Partners
Texas
$1.62M
BAM
930
Berkshire Asset Management
Pennsylvania
$1.62M
EDRH
931
Edmond de Rothschild Holding
Switzerland
$1.61M
SS
932
SBI Securities
Japan
$1.61M
MFG
933
Magnus Financial Group
New York
$1.61M
CI
934
Cigna Investments
Connecticut
$1.61M
AAM
935
AR Asset Management
California
$1.61M
VI
936
Versor Investments
New York
$1.6M
CB
937
Community Bank
New York
$1.6M
CCT
938
Chemung Canal Trust
New York
$1.6M
WIC
939
Wilkins Investment Counsel
Massachusetts
$1.6M
DM
940
Delphi Management
Massachusetts
$1.59M
AP
941
Advisors Preferred
Maryland
$1.59M
BHPW
942
Beverly Hills Private Wealth
California
$1.59M
AA
943
Armis Advisers
Georgia
$1.59M
FCBT
944
First Citizens Bank & Trust
North Carolina
$1.59M
DF
945
Donoghue Forlines
Massachusetts
$1.57M
TCM
946
Twin Capital Management
Pennsylvania
$1.56M
DAM
947
Delta Asset Management
Tennessee
$1.56M
PF
948
Phoenix Financial
Israel
$1.55M
WT
949
Washington Trust
Rhode Island
$1.54M
DWM
950
Dakota Wealth Management
Florida
$1.54M