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
CFG
1276
Copley Financial Group
California
$671K
SFA
1277
Souders Financial Advisors
Ohio
$666K
LNB
1278
Ledyard National Bank
$665K
CWM
1279
Connecticut Wealth Management
Connecticut
$665K
YP
1280
YANKCOM Partnership
South Dakota
$664K
DIP
1281
DT Investment Partners
Pennsylvania
$658K
WH
1282
Willner & Heller
California
$657K
PIA
1283
Perennial Investment Advisors
California
$657K
ACM
1284
Arcataur Capital Management
Wisconsin
$655K
FFG
1285
Fortem Financial Group
California
$655K
RC
1286
Roundview Capital
New Jersey
$654K
IIC
1287
Integrated Investment Consultants
Michigan
$652K
AA
1288
Apriem Advisors
California
$651K
I2I
1289
Insight 2811 Inc
Illinois
$647K
MFWP
1290
Mosaic Family Wealth Partners
Missouri
$646K
FHA
1291
Flagship Harbor Advisors
Massachusetts
$643K
SAM
1292
Shell Asset Management
Netherlands
$642K
RIG
1293
Renaissance Investment Group
Massachusetts
$641K
AGP
1294
Autumn Glory Partners
Texas
$639K
BBWA
1295
Bell & Brown Wealth Advisors
California
$638K
SFG
1296
Sovereign Financial Group
Connecticut
$637K
PIA
1297
Powell Investment Advisors
Florida
$637K
ST
1298
Smithfield Trust
Pennsylvania
$635K
UBV
1299
United Bank (Virginia)
Virginia
$634K
TC
1300
TFR Capital
Texas
$634K