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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
TWM
1176
TriaGen Wealth Management
California
$813K
RSS
1177
Rosenblum Silverman Sutton
California
$812K
NFG
1178
Nations Financial Group
Iowa
$812K
ACM
1179
Aljian Capital Management
Nevada
$811K
CI Investments Inc
1180
CI Investments Inc
Ontario, Canada
$811K
KCM
1181
Kathmere Capital Management
Pennsylvania
$810K
RL
1182
Rogco LP
Oklahoma
$809K
MBTD
1183
Mechanics Bank - Trust Department
California
$807K
BFG
1184
Beacon Financial Group
Texas
$804K
FA
1185
Financial Advisors
Massachusetts
$804K
BWP
1186
BSW Wealth Partners
Colorado
$803K
CFMC
1187
Curbstone Financial Management Corp
New Hampshire
$800K
DWP
1188
Daymark Wealth Partners
Ohio
$797K
EFA
1189
Evernest Financial Advisors
Indiana
$796K
SCA
1190
Sippican Capital Advisors
Massachusetts
$795K
DWM
1191
Destination Wealth Management
California
$792K
IC
1192
Iconiq Capital
California
$788K
WI
1193
WrapManager Inc
California
$787K
RCM
1194
Raleigh Capital Management
North Carolina
$786K
CHAM
1195
Clear Harbor Asset Management
Connecticut
$785K
WFI
1196
West Family Investments
California
$785K
DWA
1197
Douglass Winthrop Advisors
New York
$776K
WCM
1198
Washburn Capital Management
Florida
$774K
LAM
1199
L2 Asset Management
Massachusetts
$771K
RLIM
1200
Red Lighthouse Investment Management
New York
$768K