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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
NPA
1201
Nichols & Pratt Advisers
Massachusetts
$767K
BWP
1202
Barlow Wealth Partners
Kentucky
$766K
HWA
1203
Heritage Wealth Advisors
Virginia
$765K
JWWM
1204
Johnson & White Wealth Management
Pennsylvania
$765K
BPC
1205
Bearing Point Capital
Minnesota
$762K
AIA
1206
Arbor Investment Advisors
North Carolina
$760K
CIC
1207
Chase Investment Counsel
Virginia
$760K
OCM
1208
One Capital Management
California
$757K
BONH
1209
Bank of New Hampshire
New Hampshire
$756K
AUB
1210
Atlantic Union Bankshares
Virginia
$755K
RSWM
1211
Robertson Stephens Wealth Management
California
$755K
SIA
1212
Soltis Investment Advisors
Utah
$753K
1832 Asset Management
1213
1832 Asset Management
Ontario, Canada
$752K
PL
1214
Perpetual Ltd
Australia
$751K
NFA
1215
Northern Financial Advisors
Michigan
$750K
TSS
1216
Two Sigma Securities
New York
$748K
ACM
1217
AlphaStar Capital Management
North Carolina
$746K
TFA
1218
Transamerica Financial Advisors
Florida
$745K
GM
1219
GeoWealth Management
Illinois
$745K
FSA
1220
Fort Sheridan Advisors
Illinois
$741K
IWM
1221
Integris Wealth Management
California
$737K
CAIMH
1222
Central Asset Investments & Management Holdings
Hong Kong
$737K
CP
1223
Canopy Partners
Ohio
$736K
AF
1224
Advisornet Financial
Minnesota
$735K
BSHC
1225
Breed's Hill Capital
Massachusetts
$735K