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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 %
LCM
1251
Lazari Capital Management
California
$701K -$66.1K -469 -9%
CCA
1252
Coign Capital Advisors
Utah
$697K +$13.7K +97 +2%
PBO
1253
Peoples Bank (Ohio)
Ohio
$697K +$35.2K +250 +5%
RFA
1254
Register Financial Advisors
Georgia
$695K +$12.1K +86 +2%
LGA
1255
Lebenthal Global Advisors
New York
$694K +$28K +199 +4%
SW
1256
SVB Wealth
Massachusetts
$691K +$691K +4,902 New
FCB
1257
First County Bank
Connecticut
$688K -$25.9K -184 -4%
Fuller & Thaler Asset Management
1258
Fuller & Thaler Asset Management
California
$685K
IC
1259
Inscription Capital
Texas
$685K -$284K -2,017 -29%
IF
1260
Intrua Financial
Texas
$682K -$92.8K -659 -12%
BAAM
1261
Baker Avenue Asset Management
California
$679K +$92.7K +658 +16%
PFGIA
1262
Patriot Financial Group Insurance Agency
Massachusetts
$678K -$76.5K -543 -10%
SRC
1263
Shufro Rose & Co
New York
$675K
OIM
1264
Orca Investment Management
Oregon
$675K -$845 -6 -0.1%
FFA
1265
First Foundation Advisors
California
$674K -$106K -750 -14%
ISFAN
1266
Investor's Fiduciary Advisor Network
Washington
$674K +$147K +1,045 +28%
TBT
1267
Texas Bank & Trust
Texas
$674K
CFG
1268
Copley Financial Group
California
$671K -$71K -504 -10%
SFA
1269
Souders Financial Advisors
Ohio
$666K +$100K +712 +18%
LNB
1270
Ledyard National Bank
$665K +$18.5K +131 +3%
CWM
1271
Connecticut Wealth Management
Connecticut
$665K -$4.09K -29 -0.6%
YP
1272
YANKCOM Partnership
South Dakota
$664K +$103K +728 +18%
DIP
1273
DT Investment Partners
Pennsylvania
$658K
WH
1274
Willner & Heller
California
$657K +$4.51K +32 +0.7%
PIA
1275
Perennial Investment Advisors
California
$657K -$164K -1,163 -20%