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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
WA
1026
Waverly Advisors
Alabama
$1.22M
HA
1027
Herold Advisors
New York
$1.21M
CP
1028
Clarendon Private
Massachusetts
$1.21M
NVIM
1029
New Vernon Investment Management
Illinois
$1.2M
SG
1030
Sienna Gestion
France
$1.2M
OM
1031
OV Management
Minnesota
$1.2M
PCP
1032
Proficio Capital Partners
Massachusetts
$1.2M
RFA
1033
Resurgent Financial Advisors
Georgia
$1.2M
EGA
1034
E&G Advisors
Texas
$1.2M
HPC
1035
HM Payson & Co
Maine
$1.2M
MWM
1036
Mission Wealth Management
California
$1.19M
EFG
1037
Everhart Financial Group
Ohio
$1.19M
RMP
1038
Richards, Merrill & Peterson
Washington
$1.18M
GL
1039
Graypoint LLC
New York
$1.18M
FC
1040
Farringdon Capital
United Kingdom
$1.18M
ONB
1041
Old National Bancorp
Indiana
$1.18M
FMC
1042
First Merchants Corp
Indiana
$1.17M
FAG
1043
Fortitude Advisory Group
Washington
$1.17M
MYLI
1044
Meiji Yasuda Life Insurance
Japan
$1.16M
GCA
1045
Genesee Capital Advisors
New York
$1.16M
FFP
1046
FourThought Financial Partners
Florida
$1.16M
SAM
1047
Sompo Asset Management
Japan
$1.15M
SRC
1048
Sage Rhino Capital
California
$1.14M
NEI
1049
Northwest & Ethical Investments
Ontario, Canada
$1.14M
QIM
1050
Quantitative Investment Management
Virginia
$1.14M