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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 %
PWM
1226
Palacios Wealth Management
Florida
$725K +$725K +5,150 New
GCM
1227
Gibraltar Capital Management
Oklahoma
$725K
CD
1228
Chapin Davis
Maryland
$724K -$55.1K -391 -7%
BB
1229
Bell Bank
North Dakota
$723K
Empower Advisory Group
1230
Empower Advisory Group
Colorado
$723K +$86.9K +617 +14%
VCM
1231
Vivaldi Capital Management
Illinois
$722K -$4.65K -33 -0.6%
AIC
1232
Argus Investors Counsel
New York
$718K
AA
1233
Addison Advisors
Vermont
$718K +$6.2K +44 +0.9%
FC
1234
Forte Capital
New York
$718K +$75.6K +537 +12%
NFC
1235
Northeast Financial Consultants
Connecticut
$716K
SFS
1236
Strategic Financial Services
New York
$716K
QWP
1237
Quotient Wealth Partners
Texas
$716K +$156K +1,110 +28%
WE
1238
Wealth Effects
Massachusetts
$715K -$14.1K -100 -2%
SEIA
1239
Signature Estate & Investment Advisors
California
$713K -$246K -1,748 -26%
AIM
1240
Anchor Investment Management
South Carolina
$713K -$134K -949 -16%
FDS
1241
First Dallas Securities
Texas
$713K
HIA
1242
Harbor Investment Advisory
Maryland
$712K +$38K +270 +6%
BSTWA
1243
Blake Schutter Theil Wealth Advisors
Ohio
$712K
LCGC
1244
Legacy Capital Group California
California
$711K -$27.3K -194 -4%
CFG
1245
Cooper Financial Group
California
$711K +$3.1K +22 +0.4%
EW
1246
Evexia Wealth
Wisconsin
$710K -$122K -863 -15%
FMWA
1247
Forvis Mazars Wealth Advisors
Missouri
$709K -$10.8K -77 -2%
PB
1248
Pinnacle Bancorp
Nebraska
$707K +$10.6K +75 +2%
DLP
1249
De Lisle Partners
United Kingdom
$704K
AWM
1250
Arista Wealth Management
Nevada
$704K +$56.3K +400 +9%