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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 %
WCA
1076
Westover Capital Advisors
Delaware
$1.06M
VWA
1077
Visionary Wealth Advisors
Illinois
$1.06M +$12.7K +90 +1%
PI
1078
Parkside Investments
Illinois
$1.06M -$70.4K -500 -6%
JPWM
1079
Jamison Private Wealth Management
Georgia
$1.05M +$3.24K +23 +0.3%
ADL
1080
Asset Dedication LLC
California
$1.05M -$17.3K -123 -2%
BOS
1081
Bank of Stockton
California
$1.05M +$16.1K +114 +2%
HFM
1082
Hartford Funds Management
Pennsylvania
$1.04M +$38.2K +271 +4%
FNFDCM
1083
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.04M
SPF
1084
South Plains Financial
Texas
$1.04M -$69.7K -495 -6%
SW
1085
Simplicity Wealth
New Jersey
$1.04M +$791K +5,612 +323%
NAS
1086
Nicolet Advisory Services
Wisconsin
$1.03M +$14.3K +103 +1%
CIAS
1087
CFS Investment Advisory Services
New Jersey
$1.03M +$176K +1,253 +21%
MFG
1088
MidWestOne Financial Group
Iowa
$1.03M -$11K -78 -1%
CFP
1089
Catalyst Financial Partners
Massachusetts
$1.03M +$58.2K +413 +6%
IWA
1090
Icon Wealth Advisors
Texas
$1.03M -$12.8K -91 -1%
BAM
1091
Blueshift Asset Management
New Jersey
$1.01M +$1.01M +7,179 New
GFG
1092
Goldstone Financial Group
Illinois
$1.01M +$137K +949 +16%
ASC
1093
Atalanta Sosnoff Capital
New York
$1.01M -$949K -6,734 -49%
CAG
1094
Csenge Advisory Group
Florida
$1.01M +$17.4K +136 +2%
JE
1095
JMAC Enterprises
Pennsylvania
$1M +$56.3K +400 +6%
RIL
1096
Rothschild Investment LLC
Illinois
$993K -$5.49K -39 -0.6%
JIC
1097
Johnson Investment Counsel
Ohio
$992K +$57.7K +410 +6%
SFG
1098
Sather Financial Group
Texas
$989K +$989K +7,024 New
GWM
1099
Gibbs Wealth Management
Georgia
$987K +$987K +7,009 New
NSIM
1100
North Star Investment Management
Illinois
$987K -$28.2K -200 -3%