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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
LFA
1151
Legacy Financial Advisors
Kentucky
$868K
RCAG
1152
Rehmann Capital Advisory Group
Michigan
$867K
TCWA
1153
Turtle Creek Wealth Advisors
Texas
$867K
RWB
1154
RMR Wealth Builders
New Jersey
$863K
BMO
1155
Beck Mack & Oliver
New York
$863K
TPW
1156
Transatlantique Private Wealth
New York
$862K
AA
1157
Alta Advisers
United Kingdom
$861K
AFP
1158
Ausdal Financial Partners
Iowa
$860K
LA
1159
LM Advisors
California
$860K
LA
1160
LVW Advisors
New York
$858K
SW
1161
SlateStone Wealth
Florida
$857K
CCA
1162
Childress Capital Advisors
Texas
$848K
CG
1163
Clifford Group
Massachusetts
$845K
ERIC
1164
Eagle Rock Investment Company
Georgia
$845K
A
1165
AlphaQuest
New York
$841K
BFG
1166
Berger Financial Group
Minnesota
$840K
LCM
1167
Landscape Capital Management
New Jersey
$835K
ATC
1168
Adirondack Trust Company
New York
$833K
SS
1169
Sunbelt Securities
Texas
$832K
WF
1170
Welch & Forbes
Massachusetts
$831K
NHC
1171
Nicholas Hoffman & Company
Georgia
$831K
MIM
1172
Morningstar Investment Management
Illinois
$822K
LDB
1173
Lee, Danner & Bass
Tennessee
$821K
WA
1174
Wealth Alliance
New York
$818K
HSA
1175
HBK Sorce Advisory
Pennsylvania
$818K