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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
WCM
1201
Washburn Capital Management
Florida
$774K
LAM
1202
L2 Asset Management
Massachusetts
$771K
RLIM
1203
Red Lighthouse Investment Management
New York
$768K
NPA
1204
Nichols & Pratt Advisers
Massachusetts
$767K
BWP
1205
Barlow Wealth Partners
Kentucky
$766K
HWA
1206
Heritage Wealth Advisors
Virginia
$765K
JWWM
1207
Johnson & White Wealth Management
Pennsylvania
$765K
BPC
1208
Bearing Point Capital
Minnesota
$762K
AIA
1209
Arbor Investment Advisors
North Carolina
$760K
CIC
1210
Chase Investment Counsel
Virginia
$760K
OCM
1211
One Capital Management
California
$757K
BONH
1212
Bank of New Hampshire
New Hampshire
$756K
AUB
1213
Atlantic Union Bankshares
Virginia
$755K
RSWM
1214
Robertson Stephens Wealth Management
California
$755K
SIA
1215
Soltis Investment Advisors
Utah
$753K
1832 Asset Management
1216
1832 Asset Management
Ontario, Canada
$752K
PL
1217
Perpetual Ltd
Australia
$751K
NFA
1218
Northern Financial Advisors
Michigan
$750K
TSS
1219
Two Sigma Securities
New York
$748K
ACM
1220
AlphaStar Capital Management
North Carolina
$746K
TFA
1221
Transamerica Financial Advisors
Florida
$745K
GM
1222
GeoWealth Management
Illinois
$745K
FSA
1223
Fort Sheridan Advisors
Illinois
$741K
IWM
1224
Integris Wealth Management
California
$737K
CAIMH
1225
Central Asset Investments & Management Holdings
Hong Kong
$737K