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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
LIM
976
Longfellow Investment Management
Massachusetts
$1.4M
CCP
977
Clough Capital Partners
Massachusetts
$1.4M
PA
978
Procyon Advisors
Connecticut
$1.39M
MMPW
979
Mitchell McLeod Pugh & Williams
Alabama
$1.39M
CGF
980
Constant Guidance Financial
Massachusetts
$1.37M
VWM
981
Venturi Wealth Management
Texas
$1.37M
GFP
982
Gryphon Financial Partners
Ohio
$1.37M
RIA
983
Regal Investment Advisors
Michigan
$1.36M
NP
984
Nilsine Partners
Colorado
$1.35M
SMF
985
Scott Marsh Financial
Utah
$1.35M
IRC
986
Investors Research Corp
Georgia
$1.35M
KA
987
KLCM Advisors
Wisconsin
$1.35M
FCFC
988
First Citizens Financial Corp
Iowa
$1.34M
WS
989
Wedbush Securities
California
$1.34M
AWMT
990
AAFMAA Wealth Management & Trust
North Carolina
$1.33M
TPWA
991
TRUE Private Wealth Advisors
Oregon
$1.33M
AWA
992
Aaron Wealth Advisors
Illinois
$1.33M
HW
993
Hancock Whitney
Mississippi
$1.33M
MAM
994
Morse Asset Management
Connecticut
$1.33M
WAL
995
W Advisors LLC
Tennessee
$1.33M
QP
996
Quilter Plc
United Kingdom
$1.33M
ALA
997
Atlas Legacy Advisors
California
$1.32M
PWG
998
Portside Wealth Group
Utah
$1.32M
MP
999
Moment Partners
California
$1.32M
PCM
1000
Pennsylvania Capital Management
Pennsylvania
$1.31M