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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 %
AIA
1201
Arbor Investment Advisors
North Carolina
$760K +$423 +3 +0.1%
CIC
1202
Chase Investment Counsel
Virginia
$760K -$18.9K -134 -2%
OCM
1203
One Capital Management
California
$757K +$201K +1,427 +36%
BONH
1204
Bank of New Hampshire
New Hampshire
$756K -$71.8K -510 -9%
AUB
1205
Atlantic Union Bankshares
Virginia
$755K +$340K +2,412 +82%
RSWM
1206
Robertson Stephens Wealth Management
California
$755K +$2.25K +16 +0.3%
SIA
1207
Soltis Investment Advisors
Utah
$753K +$295K +2,094 +64%
1832 Asset Management
1208
1832 Asset Management
Ontario, Canada
$752K +$12.7K +90 +2%
PL
1209
Perpetual Ltd
Australia
$751K -$275K -1,954 -27%
NFA
1210
Northern Financial Advisors
Michigan
$750K +$12.8K +91 +2%
TSS
1211
Two Sigma Securities
New York
$748K -$263K -1,867 -26%
ACM
1212
AlphaStar Capital Management
North Carolina
$746K +$746K +5,297 New
TFA
1213
Transamerica Financial Advisors
Florida
$745K -$33.5K -238 -4%
GM
1214
GeoWealth Management
Illinois
$745K -$130K -925 -15%
FSA
1215
Fort Sheridan Advisors
Illinois
$741K +$141 +1 +0%
IWM
1216
Integris Wealth Management
California
$737K
CAIMH
1217
Central Asset Investments & Management Holdings
Hong Kong
$737K +$353K +2,509 +92%
CP
1218
Canopy Partners
Ohio
$736K -$28.5K -202 -4%
AF
1219
Advisornet Financial
Minnesota
$735K -$16.8K -119 -2%
BSHC
1220
Breed's Hill Capital
Massachusetts
$735K +$2.96K +21 +0.4%
BWM
1221
Baron Wealth Management
Michigan
$735K +$57.2K +406 +8%
SIA
1222
SGL Investment Advisors
Montana
$734K +$375K +2,659 +104%
HWAM
1223
Hennion & Walsh Asset Management
New Jersey
$727K -$711K -5,051 -49%
SWP
1224
Strategic Wealth Partners
Ohio
$727K +$727K +5,159 New
WIC
1225
Woodmont Investment Counsel
Tennessee
$726K +$9.3K +66 +1%