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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
BWM
1226
Baron Wealth Management
Michigan
$735K
SIA
1227
SGL Investment Advisors
Montana
$734K
HWAM
1228
Hennion & Walsh Asset Management
New Jersey
$727K
SWP
1229
Strategic Wealth Partners
Ohio
$727K
WIC
1230
Woodmont Investment Counsel
Tennessee
$726K
PWM
1231
Palacios Wealth Management
Florida
$725K
GCM
1232
Gibraltar Capital Management
Oklahoma
$725K
CD
1233
Chapin Davis
Maryland
$724K
BB
1234
Bell Bank
North Dakota
$723K
Empower Advisory Group
1235
Empower Advisory Group
Colorado
$723K
VCM
1236
Vivaldi Capital Management
Illinois
$722K
AIC
1237
Argus Investors Counsel
New York
$718K
AA
1238
Addison Advisors
Vermont
$718K
FC
1239
Forte Capital
New York
$718K
NFC
1240
Northeast Financial Consultants
Connecticut
$716K
SFS
1241
Strategic Financial Services
New York
$716K
QWP
1242
Quotient Wealth Partners
Texas
$716K
WE
1243
Wealth Effects
Massachusetts
$715K
SEIA
1244
Signature Estate & Investment Advisors
California
$713K
AIM
1245
Anchor Investment Management
South Carolina
$713K
FDS
1246
First Dallas Securities
Texas
$713K
HIA
1247
Harbor Investment Advisory
Maryland
$712K
BSTWA
1248
Blake Schutter Theil Wealth Advisors
Ohio
$712K
LCGC
1249
Legacy Capital Group California
California
$711K
CFG
1250
Cooper Financial Group
California
$711K