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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 %
RFA
1026
Resurgent Financial Advisors
Georgia
$1.2M -$477K -3,384 -28%
EGA
1027
E&G Advisors
Texas
$1.2M
MWM
1028
Mission Wealth Management
California
$1.19M +$51.3K +364 +4%
EFG
1029
Everhart Financial Group
Ohio
$1.19M +$273K +1,936 +30%
RMP
1030
Richards, Merrill & Peterson
Washington
$1.18M +$181K +1,288 +18%
GL
1031
Graypoint LLC
New York
$1.18M +$177K +1,260 +18%
FC
1032
Farringdon Capital
United Kingdom
$1.18M +$1.18M +8,380 New
ONB
1033
Old National Bancorp
Indiana
$1.18M +$16.5K +117 +1%
FMC
1034
First Merchants Corp
Indiana
$1.17M
FAG
1035
Fortitude Advisory Group
Washington
$1.17M +$60.6K +430 +5%
MYLI
1036
Meiji Yasuda Life Insurance
Japan
$1.16M -$8.31K -59 -0.7%
GCA
1037
Genesee Capital Advisors
New York
$1.16M +$17K +121 +1%
FFP
1038
FourThought Financial Partners
Florida
$1.16M -$162K -1,150 -12%
SAM
1039
Sompo Asset Management
Japan
$1.15M
SRC
1040
Sage Rhino Capital
California
$1.14M +$423 +3 +0%
NEI
1041
Northwest & Ethical Investments
Ontario, Canada
$1.14M +$1.14M +8,100 New
QIM
1042
Quantitative Investment Management
Virginia
$1.14M -$1.77M -12,565 -61%
KWM
1043
Kingsview Wealth Management
Oregon
$1.14M +$36.6K +260 +3%
JSW
1044
Journey Strategic Wealth
New Jersey
$1.14M +$620K +4,399 +120%
PCA
1045
Prosperity Capital Advisors
Ohio
$1.13M -$151K -1,070 -12%
PAMG
1046
Patton Albertson Miller Group
Tennessee
$1.13M -$5.92K -42 -0.5%
RMAM
1047
Raab & Moskowitz Asset Management
New Jersey
$1.13M -$11.4K -81 -1%
NED
1048
Nancy E. Dempze
$1.13M -$423K -3,000 -27%
AT
1049
Avalon Trust
New Mexico
$1.13M -$282K -2,000 -20%
BCG
1050
Breakwater Capital Group
New Jersey
$1.13M -$282 -2 -0%