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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 %
GS
1301
GTS Securities
New York
$619K -$934K -6,633 -60%
WTC
1302
WhitTier Trust Company
Nevada
$619K +$15.8K +112 +3%
CF
1303
Cantor Fitzgerald
New York
$618K +$618K +4,389 New
FRM
1304
Fox Run Management
Connecticut
$617K +$617K +4,380 New
PWPS
1305
Pinnacle Wealth Planning Services
Ohio
$617K +$102K +721 +20%
AA
1306
Advisory Alpha
Michigan
$616K +$164K +1,164 +36%
ACG
1307
Allen Capital Group
Nebraska
$611K +$60.4K +429 +11%
MA
1308
MCF Advisors
Kentucky
$609K +$14.8K +105 +2%
CB
1309
CNB Bank
Pennsylvania
$608K -$27K -192 -4%
OC
1310
Opinicus Capital
Florida
$604K +$67.3K +478 +13%
HIC
1311
Holderness Investments Company
North Carolina
$604K +$22.1K +157 +4%
PFT
1312
Providence First Trust
Arizona
$603K +$16.2K +115 +3%
MC
1313
Moors & Cabot
Massachusetts
$603K -$54.2K -385 -8%
BP
1314
BNP Paribas
France
$602K -$761K -5,403 -56%
RDWM
1315
Red Door Wealth Management
Tennessee
$601K +$601K +4,269 New
TCM
1316
Tributary Capital Management
Nebraska
$601K -$16.9K -120 -3%
BCA
1317
Bay Capital Advisors
Virginia
$600K +$141 +1 +0%
KIA
1318
Knollwood Investment Advisory
Maryland
$600K
BTD
1319
BankPlus Trust Department
Mississippi
$596K -$27.9K -198 -4%
CA
1320
Continuum Advisory
Idaho
$594K +$43.5K +309 +8%
KA
1321
Klingman & Associates
New York
$592K +$159K +1,130 +37%
GC
1322
GFG Capital
Florida
$591K -$21K -149 -3%
FFBTD
1323
First Financial Bank - Trust Division
Ohio
$589K +$75.9K +539 +15%
VCM
1324
Versant Capital Management
Arizona
$587K +$82.5K +586 +16%
FCG
1325
Fielder Capital Group
Tennessee
$584K -$1.97K -14 -0.3%