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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
MMPW
976
Mitchell McLeod Pugh & Williams
Alabama
$1.39M
CGF
977
Constant Guidance Financial
Massachusetts
$1.37M
VWM
978
Venturi Wealth Management
Texas
$1.37M
GFP
979
Gryphon Financial Partners
Ohio
$1.37M
RIA
980
Regal Investment Advisors
Michigan
$1.36M
NP
981
Nilsine Partners
Colorado
$1.35M
SMF
982
Scott Marsh Financial
Utah
$1.35M
IRC
983
Investors Research Corp
Georgia
$1.35M
KA
984
KLCM Advisors
Wisconsin
$1.35M
FCFC
985
First Citizens Financial Corp
Iowa
$1.34M
WS
986
Wedbush Securities
California
$1.34M
AWMT
987
AAFMAA Wealth Management & Trust
North Carolina
$1.33M
TPWA
988
TRUE Private Wealth Advisors
Oregon
$1.33M
AWA
989
Aaron Wealth Advisors
Illinois
$1.33M
HW
990
Hancock Whitney
Mississippi
$1.33M
MAM
991
Morse Asset Management
Connecticut
$1.33M
WAL
992
W Advisors LLC
Tennessee
$1.33M
QP
993
Quilter Plc
United Kingdom
$1.33M
ALA
994
Atlas Legacy Advisors
California
$1.32M
PWG
995
Portside Wealth Group
Utah
$1.32M
MP
996
Moment Partners
California
$1.32M
PCM
997
Pennsylvania Capital Management
Pennsylvania
$1.31M
IWA
998
IBEX Wealth Advisors
New Jersey
$1.31M
FBT
999
First Bank & Trust
South Dakota
$1.3M
BB
1000
Busey Bank
Illinois
$1.29M