MS icon

Morgan Stanley

2,185 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, 883 increasing their positions, 765 reducing their positions, and 115 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: 2,0772,185 (+108)

0.62% more ownership

Funds ownership: 83.67%84.3% (+0.62%)

20% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $4.11B

Holders
2,185
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
BSTWA
1251
Blake Schutter Theil Wealth Advisors
Ohio
$712K
LCGC
1252
Legacy Capital Group California
California
$711K
CFG
1253
Cooper Financial Group
California
$711K
EW
1254
Evexia Wealth
Wisconsin
$710K
FMWA
1255
Forvis Mazars Wealth Advisors
Missouri
$709K
PB
1256
Pinnacle Bancorp
Nebraska
$707K
DLP
1257
De Lisle Partners
United Kingdom
$704K
AWM
1258
Arista Wealth Management
Nevada
$704K
LCM
1259
Lazari Capital Management
California
$701K
CCA
1260
Coign Capital Advisors
Utah
$697K
PBO
1261
Peoples Bank (Ohio)
Ohio
$697K
RFA
1262
Register Financial Advisors
Georgia
$695K
LGA
1263
Lebenthal Global Advisors
New York
$694K
SW
1264
SVB Wealth
Massachusetts
$691K
FCB
1265
First County Bank
Connecticut
$688K
Fuller & Thaler Asset Management
1266
Fuller & Thaler Asset Management
California
$685K
IC
1267
Inscription Capital
Texas
$685K
IF
1268
Intrua Financial
Texas
$682K
BAAM
1269
Baker Avenue Asset Management
California
$679K
PFGIA
1270
Patriot Financial Group Insurance Agency
Massachusetts
$678K
SRC
1271
Shufro Rose & Co
New York
$675K
OIM
1272
Orca Investment Management
Oregon
$675K
FFA
1273
First Foundation Advisors
California
$674K
ISFAN
1274
Investor's Fiduciary Advisor Network
Washington
$674K
TBT
1275
Texas Bank & Trust
Texas
$674K