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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 %
MYIA
1101
Mount Yale Investment Advisors
Colorado
$985K +$112K +792 +13%
III
1102
Independent Investors Inc
New York
$984K
EFMC
1103
Empire Financial Management Company
New York
$981K +$27.5K +195 +3%
CAM
1104
Cidel Asset Management
Ontario, Canada
$981K -$38.9K -276 -4%
RCA
1105
Ranch Capital Advisors
Florida
$978K +$46.9K +333 +5%
BOJHT
1106
Bank of Jackson Hole Trust
Wyoming
$974K -$181K -1,284 -16%
Los Angeles Capital Management
1107
Los Angeles Capital Management
California
$973K -$12.6M -89,561 -93%
EFS
1108
Essex Financial Services
Connecticut
$972K +$226K +1,603 +30%
KP
1109
Keel Point
Alabama
$968K +$137K +976 +17%
IWM
1110
IHT Wealth Management
Illinois
$968K +$18K +128 +2%
CAMG
1111
CWA Asset Management Group
Florida
$967K +$176K +1,246 +22%
KWA
1112
Kingswood Wealth Advisors
California
$960K -$18K -128 -2%
SWM
1113
SeaCrest Wealth Management
New York
$952K -$1.18M -8,388 -55%
MIC
1114
Meridian Investment Counsel
California
$949K
CH
1115
Canton Hathaway
Rhode Island
$947K
EHWM
1116
Eads & Heald Wealth Management
Georgia
$946K -$48.2K -342 -5%
RR
1117
Robotti Robert
$946K
CCMT
1118
CMT Capital Markets Trading
Germany
$941K -$118K -838 -11%
TWP
1119
Triad Wealth Partners
Kansas
$941K -$7.04K -50 -0.7%
HBT
1120
Hills Bank & Trust
Iowa
$938K -$17.7K -126 -2%
PCS
1121
Personal CFO Solutions
New Jersey
$937K +$1.27K +9 +0.1%
GIA
1122
Gladstone Institutional Advisory
Florida
$935K +$36.9K +262 +4%
CGIM
1123
Capital Group Investment Management
Singapore
$932K
HA
1124
Harbor Advisors
Florida
$931K
MWM
1125
Mindset Wealth Management
Indiana
$923K +$8.31K +59 +0.9%