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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 %
RIA
976
Regal Investment Advisors
Michigan
$1.36M -$557K -3,951 -29%
NP
977
Nilsine Partners
Colorado
$1.35M +$89.6K +636 +7%
SMF
978
Scott Marsh Financial
Utah
$1.35M +$1.35M +9,596 New
IRC
979
Investors Research Corp
Georgia
$1.35M
KA
980
KLCM Advisors
Wisconsin
$1.35M
FCFC
981
First Citizens Financial Corp
Iowa
$1.34M +$72.7K +516 +6%
WS
982
Wedbush Securities
California
$1.34M +$142K +1,010 +12%
AWMT
983
AAFMAA Wealth Management & Trust
North Carolina
$1.33M -$845K -6,002 -39%
TPWA
984
TRUE Private Wealth Advisors
Oregon
$1.33M +$35.4K +251 +3%
AWA
985
Aaron Wealth Advisors
Illinois
$1.33M +$77.8K +552 +6%
HW
986
Hancock Whitney
Mississippi
$1.33M +$263K +1,868 +25%
MAM
987
Morse Asset Management
Connecticut
$1.33M +$695K +4,931 +109%
WAL
988
W Advisors LLC
Tennessee
$1.33M -$3.52K -25 -0.3%
QP
989
Quilter Plc
United Kingdom
$1.33M +$634K +4,500 +91%
ALA
990
Atlas Legacy Advisors
California
$1.32M -$3.24K -23 -0.2%
PWG
991
Portside Wealth Group
Utah
$1.32M +$30.7K +218 +2%
MP
992
Moment Partners
California
$1.32M
PCM
993
Pennsylvania Capital Management
Pennsylvania
$1.31M +$63.1K +448 +5%
IWA
994
IBEX Wealth Advisors
New Jersey
$1.31M +$1.31M +9,281 New
FBT
995
First Bank & Trust
South Dakota
$1.3M -$451K -3,201 -26%
BB
996
Busey Bank
Illinois
$1.29M -$12.8K -91 -1%
QCM
997
Qsemble Capital Management
New York
$1.29M +$1.29M +9,129 New
MYAM
998
Meiji Yasuda Asset Management
Japan
$1.29M -$1.88M -13,364 -59%
NCM
999
NCM Capital Management
New Jersey
$1.28M +$2.25K +16 +0.2%
RA
1000
RFG Advisory
Alabama
$1.28M +$373K +2,649 +41%