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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 %
PP
1126
PDS Planning
Ohio
$922K +$65.1K +462 +8%
CC
1127
Carlson Capital
Texas
$916K +$916K +6,500 New
MFC
1128
Mechanics Financial Corp
Ohio
$913K -$184K -1,307 -17%
FDCP
1129
Foster Dykema Cabot & Partners
Massachusetts
$909K +$146K +1,037 +19%
SB
1130
Strategic Blueprint
Georgia
$907K -$20.6K -146 -2%
RMDI
1131
R.M. Davis Inc
Maine
$904K +$12.8K +91 +1%
HC
1132
Hamilton Capital
Ohio
$899K -$282 -2 -0%
KFS
1133
Kurt F. Somerville
$898K
ZF
1134
Zhang Financial
Michigan
$896K +$430K +3,053 +92%
CIC
1135
Cornercap Investment Counsel
Georgia
$896K -$20.8K -148 -2%
BA
1136
Bridgewater Advisors
New York
$892K +$14.9K +104 +2%
AIA
1137
Affinity Investment Advisors
California
$884K -$64.8K -460 -7%
BG
1138
Bahl & Gaynor
Ohio
$881K +$66.6K +473 +8%
CWM
1139
Chicago Wealth Management
Illinois
$879K
AI
1140
Atom Investors
Texas
$878K +$878K +6,234 New
1C
1141
111 Capital
France
$877K -$612K -4,347 -41%
BHBT
1142
Burke & Herbert Bank & Trust
Virginia
$873K
LFA
1143
Legacy Financial Advisors
Kentucky
$868K +$21.7K +154 +3%
RCAG
1144
Rehmann Capital Advisory Group
Michigan
$867K +$69.4K +493 +9%
TCWA
1145
Turtle Creek Wealth Advisors
Texas
$867K +$867K +6,154 New
RWB
1146
RMR Wealth Builders
New Jersey
$863K +$322K +2,285 +59%
BMO
1147
Beck Mack & Oliver
New York
$863K
TPW
1148
Transatlantique Private Wealth
New York
$862K -$11K -78 -1%
AA
1149
Alta Advisers
United Kingdom
$861K
AFP
1150
Ausdal Financial Partners
Iowa
$860K -$254K -1,804 -23%