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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
ZIG
951
Zullo Investment Group
Pennsylvania
$1.52M
EW
952
Evoke Wealth
California
$1.52M
Group One Trading
953
Group One Trading
Illinois
$1.51M
FHA
954
First Horizon Advisors
Tennessee
$1.51M
BCM
955
BluePath Capital Management
Georgia
$1.51M
Financial Engines Advisors
956
Financial Engines Advisors
California
$1.51M
LFG
957
Larson Financial Group
Missouri
$1.51M
MCM
958
Mork Capital Management
California
$1.5M
CCP
959
Carmel Capital Partners
California
$1.49M
AWE
960
Avidian Wealth Enterprises
Texas
$1.48M
NICM
961
Neo Ivy Capital Management
New York
$1.47M
HCM
962
Howard Capital Management
Georgia
$1.47M
RWP
963
RWA Wealth Partners
Massachusetts
$1.47M
AG
964
Ascent Group
Virginia
$1.46M
CASB
965
Cape Ann Savings Bank
Massachusetts
$1.46M
MFIM
966
Mesirow Financial Investment Management
Illinois
$1.45M
IA
967
IFP Advisors
Florida
$1.43M
TPI
968
Trust Point Inc
Wisconsin
$1.43M
GCA
969
Gallagher Capital Advisors
Texas
$1.42M
PPWP
970
Premier Path Wealth Partners
New Jersey
$1.42M
RZH
971
Relyea Zuckerberg Hanson
Connecticut
$1.42M
GA
972
Greenhaven Associates
New York
$1.41M
ACM
973
Advisors Capital Management
New Jersey
$1.41M
NWAG
974
Net Worth Advisory Group
Utah
$1.4M
PPW
975
Parcion Private Wealth
Washington
$1.4M