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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
NVIM
1026
New Vernon Investment Management
Illinois
$1.2M
SG
1027
Sienna Gestion
France
$1.2M
OM
1028
OV Management
Minnesota
$1.2M
PCP
1029
Proficio Capital Partners
Massachusetts
$1.2M
RFA
1030
Resurgent Financial Advisors
Georgia
$1.2M
EGA
1031
E&G Advisors
Texas
$1.2M
HPC
1032
HM Payson & Co
Maine
$1.2M
MWM
1033
Mission Wealth Management
California
$1.19M
EFG
1034
Everhart Financial Group
Ohio
$1.19M
RMP
1035
Richards, Merrill & Peterson
Washington
$1.18M
GL
1036
Graypoint LLC
New York
$1.18M
FC
1037
Farringdon Capital
United Kingdom
$1.18M
ONB
1038
Old National Bancorp
Indiana
$1.18M
FMC
1039
First Merchants Corp
Indiana
$1.17M
FAG
1040
Fortitude Advisory Group
Washington
$1.17M
MYLI
1041
Meiji Yasuda Life Insurance
Japan
$1.16M
GCA
1042
Genesee Capital Advisors
New York
$1.16M
FFP
1043
FourThought Financial Partners
Florida
$1.16M
SAM
1044
Sompo Asset Management
Japan
$1.15M
SRC
1045
Sage Rhino Capital
California
$1.14M
NEI
1046
Northwest & Ethical Investments
Ontario, Canada
$1.14M
QIM
1047
Quantitative Investment Management
Virginia
$1.14M
KWM
1048
Kingsview Wealth Management
Oregon
$1.14M
JSW
1049
Journey Strategic Wealth
New Jersey
$1.14M
PCA
1050
Prosperity Capital Advisors
Ohio
$1.13M