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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
ASC
1101
Atalanta Sosnoff Capital
New York
$1.01M
CAG
1102
Csenge Advisory Group
Florida
$1.01M
JE
1103
JMAC Enterprises
Pennsylvania
$1M
RIL
1104
Rothschild Investment LLC
Illinois
$993K
JIC
1105
Johnson Investment Counsel
Ohio
$992K
SFG
1106
Sather Financial Group
Texas
$989K
GWM
1107
Gibbs Wealth Management
Georgia
$987K
NSIM
1108
North Star Investment Management
Illinois
$987K
MYIA
1109
Mount Yale Investment Advisors
Colorado
$985K
III
1110
Independent Investors Inc
New York
$984K
EFMC
1111
Empire Financial Management Company
New York
$981K
CAM
1112
Cidel Asset Management
Ontario, Canada
$981K
RCA
1113
Ranch Capital Advisors
Florida
$978K
BOJHT
1114
Bank of Jackson Hole Trust
Wyoming
$974K
Los Angeles Capital Management
1115
Los Angeles Capital Management
California
$973K
EFS
1116
Essex Financial Services
Connecticut
$972K
KP
1117
Keel Point
Alabama
$968K
IWM
1118
IHT Wealth Management
Illinois
$968K
CAMG
1119
CWA Asset Management Group
Florida
$967K
KWA
1120
Kingswood Wealth Advisors
California
$960K
SWM
1121
SeaCrest Wealth Management
New York
$952K
MIC
1122
Meridian Investment Counsel
California
$949K
CH
1123
Canton Hathaway
Rhode Island
$947K
EHWM
1124
Eads & Heald Wealth Management
Georgia
$946K
RR
1125
Robotti Robert
$946K