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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
PAMG
1051
Patton Albertson Miller Group
Tennessee
$1.13M
RMAM
1052
Raab & Moskowitz Asset Management
New Jersey
$1.13M
NED
1053
Nancy E. Dempze
$1.13M
AT
1054
Avalon Trust
New Mexico
$1.13M
BCG
1055
Breakwater Capital Group
New Jersey
$1.13M
PTC
1056
Private Trust Company
Ohio
$1.12M
AC
1057
AlphaCore Capital
California
$1.12M
TM
1058
TigerOak Management
New Mexico
$1.12M
CFO
1059
CVA Family Office
Colorado
$1.11M
WWM
1060
Western Wealth Management
Colorado
$1.11M
CI
1061
CX Institutional
Indiana
$1.1M
CCM
1062
Corsair Capital Management
New York
$1.1M
GLA
1063
Good Life Advisors
Pennsylvania
$1.1M
FMP
1064
Financial Management Professionals
Texas
$1.1M
SDAM
1065
Shulman DeMeo Asset Management
New York
$1.1M
MWM
1066
Modera Wealth Management
New Jersey
$1.09M
OCM
1067
Orion Capital Management
California
$1.09M
RCA
1068
Resonant Capital Advisors
Wisconsin
$1.09M
CST
1069
Charles Schwab Trust
Nevada
$1.09M
SMA
1070
Sage Mountain Advisors
Georgia
$1.09M
SWA
1071
Stratos Wealth Advisors
Ohio
$1.09M
IA
1072
IFG Advisors
Missouri
$1.08M
FIA
1073
FNY Investment Advisers
New York
$1.07M
OA
1074
Operose Advisors
Wisconsin
$1.07M
PAMP
1075
Polar Asset Management Partners
Ontario, Canada
$1.07M