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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
PCS
1126
Personal CFO Solutions
New Jersey
$937K
GIA
1127
Gladstone Institutional Advisory
Florida
$935K
CGIM
1128
Capital Group Investment Management
Singapore
$932K
HA
1129
Harbor Advisors
Florida
$931K
MWM
1130
Mindset Wealth Management
Indiana
$923K
PP
1131
PDS Planning
Ohio
$922K
CC
1132
Carlson Capital
Texas
$916K
MFC
1133
Mechanics Financial Corp
Ohio
$913K
FDCP
1134
Foster Dykema Cabot & Partners
Massachusetts
$909K
SB
1135
Strategic Blueprint
Georgia
$907K
RMDI
1136
R.M. Davis Inc
Maine
$904K
HC
1137
Hamilton Capital
Ohio
$899K
KFS
1138
Kurt F. Somerville
$898K
ZF
1139
Zhang Financial
Michigan
$896K
CIC
1140
Cornercap Investment Counsel
Georgia
$896K
BA
1141
Bridgewater Advisors
New York
$892K
AIA
1142
Affinity Investment Advisors
California
$884K
BG
1143
Bahl & Gaynor
Ohio
$881K
CWM
1144
Chicago Wealth Management
Illinois
$879K
AI
1145
Atom Investors
Texas
$878K
1C
1146
111 Capital
France
$877K
BHBT
1147
Burke & Herbert Bank & Trust
Virginia
$873K
LFA
1148
Legacy Financial Advisors
Kentucky
$868K
RCAG
1149
Rehmann Capital Advisory Group
Michigan
$867K
TCWA
1150
Turtle Creek Wealth Advisors
Texas
$867K