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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 %
KCM
1176
Kathmere Capital Management
Pennsylvania
$810K +$378K +2,685 +88%
RL
1177
Rogco LP
Oklahoma
$809K +$87.3K +620 +12%
MBTD
1178
Mechanics Bank - Trust Department
California
$807K +$4.37K +31 +0.5%
BFG
1179
Beacon Financial Group
Texas
$804K -$35.6K -253 -4%
FA
1180
Financial Advisors
Massachusetts
$804K +$32.4K +230 +4%
BWP
1181
BSW Wealth Partners
Colorado
$803K +$55.4K +393 +7%
CFMC
1182
Curbstone Financial Management Corp
New Hampshire
$800K
DWP
1183
Daymark Wealth Partners
Ohio
$797K +$42.7K +303 +6%
EFA
1184
Evernest Financial Advisors
Indiana
$796K +$123K +873 +18%
SCA
1185
Sippican Capital Advisors
Massachusetts
$795K -$21.1K -150 -3%
DWM
1186
Destination Wealth Management
California
$792K +$19.6K +139 +3%
IC
1187
Iconiq Capital
California
$788K +$19.4K +138 +3%
WI
1188
WrapManager Inc
California
$787K -$29.3K -208 -4%
RCM
1189
Raleigh Capital Management
North Carolina
$786K +$26.5K +188 +3%
CHAM
1190
Clear Harbor Asset Management
Connecticut
$785K +$240K +1,705 +44%
WFI
1191
West Family Investments
California
$785K +$295K +2,092 +60%
DWA
1192
Douglass Winthrop Advisors
New York
$776K
WCM
1193
Washburn Capital Management
Florida
$774K +$845 +6 +0.1%
LAM
1194
L2 Asset Management
Massachusetts
$771K +$37.5K +266 +5%
RLIM
1195
Red Lighthouse Investment Management
New York
$768K -$77.2K -548 -9%
NPA
1196
Nichols & Pratt Advisers
Massachusetts
$767K +$493K +3,500 +180%
BWP
1197
Barlow Wealth Partners
Kentucky
$766K -$14.3K -100 -2%
HWA
1198
Heritage Wealth Advisors
Virginia
$765K +$704 +5 +0.1%
JWWM
1199
Johnson & White Wealth Management
Pennsylvania
$765K +$81.9K +581 +12%
BPC
1200
Bearing Point Capital
Minnesota
$762K -$27.6K -196 -3%