MS icon

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 %
PTC
1051
Private Trust Company
Ohio
$1.12M +$163K +1,158 +17%
AC
1052
AlphaCore Capital
California
$1.12M +$160K +1,136 +17%
TM
1053
TigerOak Management
New Mexico
$1.12M
CFO
1054
CVA Family Office
Colorado
$1.11M +$56.3K +400 +5%
WWM
1055
Western Wealth Management
Colorado
$1.11M +$294K +2,086 +36%
CI
1056
CX Institutional
Indiana
$1.1M +$38.6K +274 +4%
CCM
1057
Corsair Capital Management
New York
$1.1M
GLA
1058
Good Life Advisors
Pennsylvania
$1.1M -$5.35K -38 -0.5%
FMP
1059
Financial Management Professionals
Texas
$1.1M -$75.2K -534 -6%
SDAM
1060
Shulman DeMeo Asset Management
New York
$1.1M +$2.96K +21 +0.3%
MWM
1061
Modera Wealth Management
New Jersey
$1.09M -$173K -1,226 -14%
OCM
1062
Orion Capital Management
California
$1.09M -$88.7K -630 -8%
RCA
1063
Resonant Capital Advisors
Wisconsin
$1.09M +$209K +1,481 +24%
CST
1064
Charles Schwab Trust
Nevada
$1.09M
SMA
1065
Sage Mountain Advisors
Georgia
$1.09M +$72.3K +513 +7%
SWA
1066
Stratos Wealth Advisors
Ohio
$1.09M -$7.18K -51 -0.7%
IA
1067
IFG Advisors
Missouri
$1.08M +$98.6K +700 +10%
FIA
1068
FNY Investment Advisers
New York
$1.08M +$1.08M +7,633 New
OA
1069
Operose Advisors
Wisconsin
$1.07M
PAMP
1070
Polar Asset Management Partners
Ontario, Canada
$1.07M +$1.07M +7,600 New
GBT
1071
Grove Bank & Trust
Florida
$1.07M +$22.4K +159 +2%
BSA
1072
Bull Street Advisors
Georgia
$1.07M
MFS
1073
Mirabella Financial Services
United Kingdom
$1.07M -$3.04M -21,465 -74%
BPCE
1074
Bank Pictet & Cie (Europe)
Germany
$1.07M +$165K +1,171 +18%
BB
1075
Berkshire Bank
Massachusetts
$1.06M -$59.6K -423 -5%