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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
FIA
1076
FNY Investment Advisers
New York
$1.07M
OA
1077
Operose Advisors
Wisconsin
$1.07M
PAMP
1078
Polar Asset Management Partners
Ontario, Canada
$1.07M
GBT
1079
Grove Bank & Trust
Florida
$1.07M
BSA
1080
Bull Street Advisors
Georgia
$1.07M
MFS
1081
Mirabella Financial Services
United Kingdom
$1.07M
BPCE
1082
Bank Pictet & Cie (Europe)
Germany
$1.07M
BB
1083
Berkshire Bank
Massachusetts
$1.06M
WCA
1084
Westover Capital Advisors
Delaware
$1.06M
VWA
1085
Visionary Wealth Advisors
Illinois
$1.06M
PI
1086
Parkside Investments
Illinois
$1.06M
JPWM
1087
Jamison Private Wealth Management
Georgia
$1.05M
ADL
1088
Asset Dedication LLC
California
$1.05M
BOS
1089
Bank of Stockton
California
$1.05M
HFM
1090
Hartford Funds Management
Pennsylvania
$1.04M
FNFDCM
1091
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.04M
SPF
1092
South Plains Financial
Texas
$1.04M
SW
1093
Simplicity Wealth
New Jersey
$1.04M
NAS
1094
Nicolet Advisory Services
Wisconsin
$1.03M
CIAS
1095
CFS Investment Advisory Services
New Jersey
$1.03M
MFG
1096
MidWestOne Financial Group
Iowa
$1.03M
CFP
1097
Catalyst Financial Partners
Massachusetts
$1.03M
IWA
1098
Icon Wealth Advisors
Texas
$1.03M
BAM
1099
Blueshift Asset Management
New Jersey
$1.01M
GFG
1100
Goldstone Financial Group
Illinois
$1.01M