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Morgan Stanley

2,172 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, 879 increasing their positions, 763 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: 2,0672,172 (+105)

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
2,172
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
HighTower Advisors
76
HighTower Advisors
Illinois
$203M
Bessemer Group
77
Bessemer Group
New Jersey
$198M
T. Rowe Price Investment Management
78
T. Rowe Price Investment Management
Maryland
$191M
Macquarie Group
79
Macquarie Group
Australia
$190M
EWM
80
Evercore Wealth Management
New York
$178M
Corient Private Wealth
81
Corient Private Wealth
Florida
$177M
FI
82
Focused Investors
California
$176M
Canada Life
83
Canada Life
Manitoba, Canada
$174M
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$173M
RCM
85
Rokos Capital Management
United Kingdom
$173M
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$171M
Universal-Beteiligungs- und Servicegesellschaft
87
Universal-Beteiligungs- und Servicegesellschaft
Germany
$167M
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$166M
CB
89
Commerce Bank
Missouri
$166M
Aberdeen Group
90
Aberdeen Group
United Kingdom
$161M
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$160M
American Century Companies
92
American Century Companies
Missouri
$154M
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$153M
Prudential Financial
94
Prudential Financial
New Jersey
$152M
Natixis Advisors
95
Natixis Advisors
Massachusetts
$152M
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$150M
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$142M
Victory Capital Management
98
Victory Capital Management
Texas
$140M
Korea Investment Corp
99
Korea Investment Corp
South Korea
$133M
ATO
100
Alecta Tjanstepension Omsesidigt
Sweden
$133M