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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 %
MCM
951
Mork Capital Management
California
$1.5M
CCP
952
Carmel Capital Partners
California
$1.49M -$28.3K -201 -2%
AWE
953
Avidian Wealth Enterprises
Texas
$1.48M -$16.2K -115 -1%
NICM
954
Neo Ivy Capital Management
New York
$1.47M +$1.47M +10,430 New
HCM
955
Howard Capital Management
Georgia
$1.47M +$180K +1,275 +14%
RWP
956
RWA Wealth Partners
Massachusetts
$1.47M +$437K +3,100 +42%
AG
957
Ascent Group
Virginia
$1.46M +$62.4K +443 +4%
CASB
958
Cape Ann Savings Bank
Massachusetts
$1.46M -$34.5K -245 -2%
MFIM
959
Mesirow Financial Investment Management
Illinois
$1.45M -$49.7K -353 -3%
IA
960
IFP Advisors
Florida
$1.43M -$154K -892 -10%
TPI
961
Trust Point Inc
Wisconsin
$1.43M +$49.4K +351 +4%
GCA
962
Gallagher Capital Advisors
Texas
$1.42M +$9.97K +70 +0.7%
PPWP
963
Premier Path Wealth Partners
New Jersey
$1.42M +$78K +554 +6%
RZH
964
Relyea Zuckerberg Hanson
Connecticut
$1.42M +$75.9K +539 +6%
GA
965
Greenhaven Associates
New York
$1.41M
ACM
966
Advisors Capital Management
New Jersey
$1.41M +$290K +2,058 +26%
NWAG
967
Net Worth Advisory Group
Utah
$1.4M +$30.1K +214 +2%
PPW
968
Parcion Private Wealth
Washington
$1.4M -$189K -1,343 -12%
LIM
969
Longfellow Investment Management
Massachusetts
$1.4M -$194K -1,374 -12%
CCP
970
Clough Capital Partners
Massachusetts
$1.4M -$352K -2,500 -20%
PA
971
Procyon Advisors
Connecticut
$1.39M -$399K -2,836 -22%
MMPW
972
Mitchell McLeod Pugh & Williams
Alabama
$1.39M -$35.2K -250 -2%
CGF
973
Constant Guidance Financial
Massachusetts
$1.37M +$1.37M +9,780 New
VWM
974
Venturi Wealth Management
Texas
$1.37M +$43.5K +309 +3%
GFP
975
Gryphon Financial Partners
Ohio
$1.37M +$163K +1,160 +14%