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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
SVWAG
1176
Sound View Wealth Advisors Group
Georgia
$817K
AWM
1177
Angeles Wealth Management
California
$814K
DWM
1178
Diversify Wealth Management
Utah
$814K
TWM
1179
TriaGen Wealth Management
California
$813K
RSS
1180
Rosenblum Silverman Sutton
California
$812K
NFG
1181
Nations Financial Group
Iowa
$812K
ACM
1182
Aljian Capital Management
Nevada
$811K
CI Investments Inc
1183
CI Investments Inc
Ontario, Canada
$811K
KCM
1184
Kathmere Capital Management
Pennsylvania
$810K
RL
1185
Rogco LP
Oklahoma
$809K
MBTD
1186
Mechanics Bank - Trust Department
California
$807K
BFG
1187
Beacon Financial Group
Texas
$804K
FA
1188
Financial Advisors
Massachusetts
$804K
BWP
1189
BSW Wealth Partners
Colorado
$803K
CFMC
1190
Curbstone Financial Management Corp
New Hampshire
$800K
DWP
1191
Daymark Wealth Partners
Ohio
$797K
EFA
1192
Evernest Financial Advisors
Indiana
$796K
SCA
1193
Sippican Capital Advisors
Massachusetts
$795K
DWM
1194
Destination Wealth Management
California
$792K
IC
1195
Iconiq Capital
California
$788K
WI
1196
WrapManager Inc
California
$787K
RCM
1197
Raleigh Capital Management
North Carolina
$786K
CHAM
1198
Clear Harbor Asset Management
Connecticut
$785K
WFI
1199
West Family Investments
California
$785K
DWA
1200
Douglass Winthrop Advisors
New York
$776K