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Morgan Stanley

2,174 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, 880 increasing their positions, 764 reducing their positions, and 114 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: 2,0672,174 (+107)

0.62% more ownership

Funds ownership: 83.59%84.21% (+0.62%)

20% less call options, than puts

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

Holders
2,174
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
CW
1301
Code Waechter
Florida
$624K
CBA
1302
Coastal Bridge Advisors
Connecticut
$624K
CWG
1303
Cornerstone Wealth Group
North Carolina
$623K
FFN
1304
Focus Financial Network
Minnesota
$621K
OFS
1305
Orrstown Financial Services
Pennsylvania
$619K
GS
1306
GTS Securities
New York
$619K
WTC
1307
WhitTier Trust Company
Nevada
$619K
CF
1308
Cantor Fitzgerald
New York
$618K
FRM
1309
Fox Run Management
Connecticut
$617K
PWPS
1310
Pinnacle Wealth Planning Services
Ohio
$617K
AA
1311
Advisory Alpha
Michigan
$616K
ACG
1312
Allen Capital Group
Nebraska
$611K
MA
1313
MCF Advisors
Kentucky
$609K
CB
1314
CNB Bank
Pennsylvania
$608K
OC
1315
Opinicus Capital
Florida
$604K
HIC
1316
Holderness Investments Company
North Carolina
$604K
PFT
1317
Providence First Trust
Arizona
$603K
MC
1318
Moors & Cabot
Massachusetts
$603K
BP
1319
BNP Paribas
France
$602K
RDWM
1320
Red Door Wealth Management
Tennessee
$601K
TCM
1321
Tributary Capital Management
Nebraska
$601K
BCA
1322
Bay Capital Advisors
Virginia
$600K
KIA
1323
Knollwood Investment Advisory
Maryland
$600K
BTD
1324
BankPlus Trust Department
Mississippi
$596K
CA
1325
Continuum Advisory
Idaho
$594K