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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
IWA
1001
IBEX Wealth Advisors
New Jersey
$1.31M
FBT
1002
First Bank & Trust
South Dakota
$1.3M
BB
1003
Busey Bank
Illinois
$1.29M
QCM
1004
Qsemble Capital Management
New York
$1.29M
MYAM
1005
Meiji Yasuda Asset Management
Japan
$1.29M
NCM
1006
NCM Capital Management
New Jersey
$1.28M
RA
1007
RFG Advisory
Alabama
$1.28M
RPCONE
1008
Retirement Planning Company of New England
Rhode Island
$1.27M
TCB
1009
Texas Capital Bancshares
Texas
$1.26M
MSFS
1010
Main Street Financial Solutions
Pennsylvania
$1.26M
BWM
1011
Buckley Wealth Management
Nevada
$1.26M
AWM
1012
Avior Wealth Management
Nebraska
$1.26M
LB
1013
Legacy Bridge
Iowa
$1.26M
TSWM
1014
Triangle Securities Wealth Management
North Carolina
$1.25M
SSWM
1015
Strait & Sound Wealth Management
California
$1.25M
MGIA
1016
Moneta Group Investment Advisors
Missouri
$1.25M
FPCP
1017
Fort Point Capital Partners
California
$1.24M
PFSC
1018
Peoples Financial Services Corp
Pennsylvania
$1.24M
VV
1019
Verity & Verity
South Carolina
$1.24M
PW
1020
Paladin Wealth
Minnesota
$1.23M
SWM
1021
Spire Wealth Management
Virginia
$1.23M
BFIM
1022
Beese Fulmer Investment Management
Ohio
$1.23M
CPIG
1023
Chicago Partners Investment Group
Illinois
$1.23M
BF
1024
bLong Financial
Tennessee
$1.22M
EB
1025
Eastern Bank
Massachusetts
$1.22M