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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
CCMT
1126
CMT Capital Markets Trading
Germany
$941K
TWP
1127
Triad Wealth Partners
Kansas
$941K
HBT
1128
Hills Bank & Trust
Iowa
$938K
PCS
1129
Personal CFO Solutions
New Jersey
$937K
GIA
1130
Gladstone Institutional Advisory
Florida
$935K
CGIM
1131
Capital Group Investment Management
Singapore
$932K
HA
1132
Harbor Advisors
Florida
$931K
MWM
1133
Mindset Wealth Management
Indiana
$923K
PP
1134
PDS Planning
Ohio
$922K
CC
1135
Carlson Capital
Texas
$916K
MFC
1136
Mechanics Financial Corp
Ohio
$913K
FDCP
1137
Foster Dykema Cabot & Partners
Massachusetts
$909K
SB
1138
Strategic Blueprint
Georgia
$907K
RMDI
1139
R.M. Davis Inc
Maine
$904K
HC
1140
Hamilton Capital
Ohio
$899K
KFS
1141
Kurt F. Somerville
$898K
ZF
1142
Zhang Financial
Michigan
$896K
CIC
1143
Cornercap Investment Counsel
Georgia
$896K
BA
1144
Bridgewater Advisors
New York
$892K
AIA
1145
Affinity Investment Advisors
California
$884K
BG
1146
Bahl & Gaynor
Ohio
$881K
CWM
1147
Chicago Wealth Management
Illinois
$879K
AI
1148
Atom Investors
Texas
$878K
1C
1149
111 Capital
France
$877K
BHBT
1150
Burke & Herbert Bank & Trust
Virginia
$873K