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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 %
LA
1151
LM Advisors
California
$860K +$51.4K +365 +6%
LA
1152
LVW Advisors
New York
$858K -$407K -2,891 -32%
SW
1153
SlateStone Wealth
Florida
$857K +$133K +946 +18%
CCA
1154
Childress Capital Advisors
Texas
$848K +$126K +894 +17%
CG
1155
Clifford Group
Massachusetts
$845K -$8.59K -61 -1%
ERIC
1156
Eagle Rock Investment Company
Georgia
$845K
A
1157
AlphaQuest
New York
$841K -$277K -1,963 -25%
BFG
1158
Berger Financial Group
Minnesota
$840K -$19.3K -137 -2%
LCM
1159
Landscape Capital Management
New Jersey
$835K +$835K +5,931 New
ATC
1160
Adirondack Trust Company
New York
$833K +$84K +596 +11%
SS
1161
Sunbelt Securities
Texas
$832K +$106K +842 +15%
WF
1162
Welch & Forbes
Massachusetts
$831K -$44.1K -313 -5%
NHC
1163
Nicholas Hoffman & Company
Georgia
$831K +$48.5K +344 +6%
MIM
1164
Morningstar Investment Management
Illinois
$822K +$822K +5,834 New
LDB
1165
Lee, Danner & Bass
Tennessee
$821K -$111K -787 -12%
WA
1166
Wealth Alliance
New York
$818K -$16.3K -116 -2%
HSA
1167
HBK Sorce Advisory
Pennsylvania
$818K -$18.5K -131 -2%
SVWAG
1168
Sound View Wealth Advisors Group
Georgia
$817K -$79.6K -565 -9%
AWM
1169
Angeles Wealth Management
California
$814K +$115K +817 +16%
DWM
1170
Diversify Wealth Management
Utah
$814K -$60.5K -411 -7%
TWM
1171
TriaGen Wealth Management
California
$813K +$423 +3 +0.1%
RSS
1172
Rosenblum Silverman Sutton
California
$812K -$45.8K -325 -5%
NFG
1173
Nations Financial Group
Iowa
$812K +$3.94K +28 +0.5%
ACM
1174
Aljian Capital Management
Nevada
$811K +$563 +4 +0.1%
CI Investments Inc
1175
CI Investments Inc
Ontario, Canada
$811K -$5.41M -38,357 -87%