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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
Kayne Anderson Rudnick Investment Management
1301
Kayne Anderson Rudnick Investment Management
California
$634K
CWM
1302
Cornerstone Wealth Management
Missouri
$633K
VAG
1303
VisionPoint Advisory Group
Texas
$632K
CW
1304
Code Waechter
Florida
$624K
CBA
1305
Coastal Bridge Advisors
Connecticut
$624K
CWG
1306
Cornerstone Wealth Group
North Carolina
$623K
FFN
1307
Focus Financial Network
Minnesota
$621K
OFS
1308
Orrstown Financial Services
Pennsylvania
$619K
GS
1309
GTS Securities
New York
$619K
WTC
1310
WhitTier Trust Company
Nevada
$619K
CF
1311
Cantor Fitzgerald
New York
$618K
FRM
1312
Fox Run Management
Connecticut
$617K
PWPS
1313
Pinnacle Wealth Planning Services
Ohio
$617K
AA
1314
Advisory Alpha
Michigan
$616K
ACG
1315
Allen Capital Group
Nebraska
$611K
MA
1316
MCF Advisors
Kentucky
$609K
CB
1317
CNB Bank
Pennsylvania
$608K
OC
1318
Opinicus Capital
Florida
$604K
HIC
1319
Holderness Investments Company
North Carolina
$604K
PFT
1320
Providence First Trust
Arizona
$603K
MC
1321
Moors & Cabot
Massachusetts
$603K
BP
1322
BNP Paribas
France
$602K
RDWM
1323
Red Door Wealth Management
Tennessee
$601K
TCM
1324
Tributary Capital Management
Nebraska
$601K
BCA
1325
Bay Capital Advisors
Virginia
$600K