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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
KWM
1051
Kingsview Wealth Management
Oregon
$1.14M
JSW
1052
Journey Strategic Wealth
New Jersey
$1.14M
PAMG
1053
Patton Albertson Miller Group
Tennessee
$1.13M
PCA
1054
Prosperity Capital Advisors
Ohio
$1.13M
RMAM
1055
Raab & Moskowitz Asset Management
New Jersey
$1.13M
NED
1056
Nancy E. Dempze
$1.13M
AT
1057
Avalon Trust
New Mexico
$1.13M
BCG
1058
Breakwater Capital Group
New Jersey
$1.13M
PTC
1059
Private Trust Company
Ohio
$1.12M
AC
1060
AlphaCore Capital
California
$1.12M
TM
1061
TigerOak Management
New Mexico
$1.12M
CFO
1062
CVA Family Office
Colorado
$1.11M
WWM
1063
Western Wealth Management
Colorado
$1.11M
CI
1064
CX Institutional
Indiana
$1.1M
CCM
1065
Corsair Capital Management
New York
$1.1M
GLA
1066
Good Life Advisors
Pennsylvania
$1.1M
FMP
1067
Financial Management Professionals
Texas
$1.1M
SDAM
1068
Shulman DeMeo Asset Management
New York
$1.1M
MWM
1069
Modera Wealth Management
New Jersey
$1.09M
OCM
1070
Orion Capital Management
California
$1.09M
RCA
1071
Resonant Capital Advisors
Wisconsin
$1.09M
CST
1072
Charles Schwab Trust
Nevada
$1.09M
SMA
1073
Sage Mountain Advisors
Georgia
$1.09M
SWA
1074
Stratos Wealth Advisors
Ohio
$1.09M
IA
1075
IFG Advisors
Missouri
$1.08M