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Morgan Stanley

2,172 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, 879 increasing their positions, 763 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: 2,0672,172 (+105)

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
2,172
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
APG Asset Management
101
APG Asset Management
Netherlands
$131M
Aviva
102
Aviva
United Kingdom
$131M
NCM
103
Nearwater Capital Markets
Ireland
$129M
Nordea Investment Management
104
Nordea Investment Management
Sweden
$128M
DLA
105
Douglas Lane & Associates
New York
$126M
BGIM
106
Brandywine Global Investment Management
Pennsylvania
$126M
Swedbank
107
Swedbank
Sweden
$125M
CCMG
108
Clark Capital Management Group
Pennsylvania
$123M
CLGM
109
Capitolis Liquid Global Markets
New York
$121M
First Trust Advisors
110
First Trust Advisors
Illinois
$118M
M&T Bank
111
M&T Bank
New York
$115M
Retirement Systems of Alabama
112
Retirement Systems of Alabama
Alabama
$115M
RC
113
RBF Capital
California
$114M
AAMU
114
AEGON Asset Management (UK)
United Kingdom
$112M
Aristotle Capital Management
115
Aristotle Capital Management
California
$112M
Pzena Investment Management
116
Pzena Investment Management
New York
$111M
Mariner
117
Mariner
Kansas
$111M
Pictet Asset Management
118
Pictet Asset Management
Switzerland
$111M
DnB Asset Management
119
DnB Asset Management
Norway
$110M
RG
120
Rathbones Group
United Kingdom
$107M
US Bancorp
121
US Bancorp
Minnesota
$106M
Russell Investments Group
122
Russell Investments Group
United Kingdom
$106M
Artisan Partners
123
Artisan Partners
Wisconsin
$101M
Robeco Institutional Asset Management
124
Robeco Institutional Asset Management
Netherlands
$101M
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
$96.4M