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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
GBT
1076
Grove Bank & Trust
Florida
$1.07M
BSA
1077
Bull Street Advisors
Georgia
$1.07M
MFS
1078
Mirabella Financial Services
United Kingdom
$1.07M
BPCE
1079
Bank Pictet & Cie (Europe)
Germany
$1.07M
BB
1080
Berkshire Bank
Massachusetts
$1.06M
WCA
1081
Westover Capital Advisors
Delaware
$1.06M
VWA
1082
Visionary Wealth Advisors
Illinois
$1.06M
PI
1083
Parkside Investments
Illinois
$1.06M
JPWM
1084
Jamison Private Wealth Management
Georgia
$1.05M
ADL
1085
Asset Dedication LLC
California
$1.05M
BOS
1086
Bank of Stockton
California
$1.05M
HFM
1087
Hartford Funds Management
Pennsylvania
$1.04M
FNFDCM
1088
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.04M
SPF
1089
South Plains Financial
Texas
$1.04M
SW
1090
Simplicity Wealth
New Jersey
$1.04M
NAS
1091
Nicolet Advisory Services
Wisconsin
$1.03M
CIAS
1092
CFS Investment Advisory Services
New Jersey
$1.03M
MFG
1093
MidWestOne Financial Group
Iowa
$1.03M
CFP
1094
Catalyst Financial Partners
Massachusetts
$1.03M
IWA
1095
Icon Wealth Advisors
Texas
$1.03M
BAM
1096
Blueshift Asset Management
New Jersey
$1.01M
GFG
1097
Goldstone Financial Group
Illinois
$1.01M
ASC
1098
Atalanta Sosnoff Capital
New York
$1.01M
CAG
1099
Csenge Advisory Group
Florida
$1.01M
JE
1100
JMAC Enterprises
Pennsylvania
$1M