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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 %
ACM
1276
Arcataur Capital Management
Wisconsin
$655K +$3.1K +22 +0.5%
FFG
1277
Fortem Financial Group
California
$655K -$1.41K -10 -0.2%
RC
1278
Roundview Capital
New Jersey
$654K +$43.7K +310 +7%
IIC
1279
Integrated Investment Consultants
Michigan
$652K +$385K +2,734 +144%
AA
1280
Apriem Advisors
California
$651K +$53.5K +380 +9%
I2I
1281
Insight 2811 Inc
Illinois
$647K -$2.11K -15 -0.3%
MFWP
1282
Mosaic Family Wealth Partners
Missouri
$646K +$6.06K +43 +0.9%
FHA
1283
Flagship Harbor Advisors
Massachusetts
$643K +$12.3K +87 +2%
SAM
1284
Shell Asset Management
Netherlands
$642K +$361K +2,560 +128%
RIG
1285
Renaissance Investment Group
Massachusetts
$641K
AGP
1286
Autumn Glory Partners
Texas
$639K
BBWA
1287
Bell & Brown Wealth Advisors
California
$638K +$3.24K +23 +0.5%
SFG
1288
Sovereign Financial Group
Connecticut
$637K +$637K +4,525 New
PIA
1289
Powell Investment Advisors
Florida
$637K +$4.37K +31 +0.7%
ST
1290
Smithfield Trust
Pennsylvania
$635K
UBV
1291
United Bank (Virginia)
Virginia
$634K
TC
1292
TFR Capital
Texas
$634K +$67.2K +477 +12%
Kayne Anderson Rudnick Investment Management
1293
Kayne Anderson Rudnick Investment Management
California
$634K +$63.4K +450 +11%
CWM
1294
Cornerstone Wealth Management
Missouri
$633K +$1.13K +8 +0.2%
VAG
1295
VisionPoint Advisory Group
Texas
$632K +$326K +2,316 +107%
CW
1296
Code Waechter
Florida
$624K +$14.4K +102 +2%
CBA
1297
Coastal Bridge Advisors
Connecticut
$624K +$151K +1,075 +32%
CWG
1298
Cornerstone Wealth Group
North Carolina
$623K +$45.5K +323 +8%
FFN
1299
Focus Financial Network
Minnesota
$621K +$151K +1,074 +32%
OFS
1300
Orrstown Financial Services
Pennsylvania
$619K +$241K +1,711 +64%