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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
FHA
951
First Horizon Advisors
Tennessee
$1.51M
BCM
952
BluePath Capital Management
Georgia
$1.51M
Financial Engines Advisors
953
Financial Engines Advisors
California
$1.51M
LFG
954
Larson Financial Group
Missouri
$1.51M
MCM
955
Mork Capital Management
California
$1.5M
CCP
956
Carmel Capital Partners
California
$1.49M
AWE
957
Avidian Wealth Enterprises
Texas
$1.48M
NICM
958
Neo Ivy Capital Management
New York
$1.47M
HCM
959
Howard Capital Management
Georgia
$1.47M
RWP
960
RWA Wealth Partners
Massachusetts
$1.47M
AG
961
Ascent Group
Virginia
$1.46M
CASB
962
Cape Ann Savings Bank
Massachusetts
$1.46M
MFIM
963
Mesirow Financial Investment Management
Illinois
$1.45M
IA
964
IFP Advisors
Florida
$1.43M
TPI
965
Trust Point Inc
Wisconsin
$1.43M
GCA
966
Gallagher Capital Advisors
Texas
$1.42M
PPWP
967
Premier Path Wealth Partners
New Jersey
$1.42M
RZH
968
Relyea Zuckerberg Hanson
Connecticut
$1.42M
GA
969
Greenhaven Associates
New York
$1.41M
ACM
970
Advisors Capital Management
New Jersey
$1.41M
NWAG
971
Net Worth Advisory Group
Utah
$1.4M
PPW
972
Parcion Private Wealth
Washington
$1.4M
LIM
973
Longfellow Investment Management
Massachusetts
$1.4M
CCP
974
Clough Capital Partners
Massachusetts
$1.4M
PA
975
Procyon Advisors
Connecticut
$1.39M