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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 %
RPCONE
1001
Retirement Planning Company of New England
Rhode Island
$1.27M -$3.24K -23 -0.3%
TCB
1002
Texas Capital Bancshares
Texas
$1.26M
MSFS
1003
Main Street Financial Solutions
Pennsylvania
$1.26M +$516K +3,661 +69%
BWM
1004
Buckley Wealth Management
Nevada
$1.26M -$147K -1,047 -10%
AWM
1005
Avior Wealth Management
Nebraska
$1.26M +$704 +5 +0.1%
LB
1006
Legacy Bridge
Iowa
$1.26M -$104K -740 -8%
TSWM
1007
Triangle Securities Wealth Management
North Carolina
$1.25M -$28.9K -205 -2%
SSWM
1008
Strait & Sound Wealth Management
California
$1.25M +$18.6K +132 +2%
MGIA
1009
Moneta Group Investment Advisors
Missouri
$1.25M +$4.65K +33 +0.4%
FPCP
1010
Fort Point Capital Partners
California
$1.24M -$161K -1,141 -11%
PFSC
1011
Peoples Financial Services Corp
Pennsylvania
$1.24M -$215K -1,528 -15%
VV
1012
Verity & Verity
South Carolina
$1.24M -$41K -291 -3%
PW
1013
Paladin Wealth
Minnesota
$1.23M -$10.3K -73 -0.8%
SWM
1014
Spire Wealth Management
Virginia
$1.23M -$551K -3,914 -31%
BFIM
1015
Beese Fulmer Investment Management
Ohio
$1.23M
CPIG
1016
Chicago Partners Investment Group
Illinois
$1.23M +$142K +1,002 +13%
BF
1017
bLong Financial
Tennessee
$1.22M -$28.2K -200 -2%
EB
1018
Eastern Bank
Massachusetts
$1.22M -$6.48K -46 -0.5%
WA
1019
Waverly Advisors
Alabama
$1.22M +$70.8K +503 +6%
HA
1020
Herold Advisors
New York
$1.21M +$71.8K +510 +6%
CP
1021
Clarendon Private
Massachusetts
$1.21M +$177K +1,255 +17%
NVIM
1022
New Vernon Investment Management
Illinois
$1.2M
SG
1023
Sienna Gestion
France
$1.2M
OM
1024
OV Management
Minnesota
$1.2M +$1.2M +8,532 New
PCP
1025
Proficio Capital Partners
Massachusetts
$1.2M +$40.8K +290 +4%