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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 %
PEA
1326
Park Edge Advisors
Ohio
$584K +$3.94K +28 +0.7%
CVM
1327
Cheviot Value Management
California
$583K +$100K +700 +21%
HI
1328
Hudock Inc
Pennsylvania
$582K -$7.75K -55 -1%
PNC
1329
Park National Corp
Ohio
$582K +$6.06K +43 +1%
AWAP
1330
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$582K
SM
1331
Salzhauer Michael
$582K -$13.2K -94 -2%
FAT
1332
First American Trust
California
$581K +$40.8K +290 +8%
AWM
1333
Atticus Wealth Management
Florida
$581K +$461K +3,272 +385%
KF
1334
KKM Financial
Illinois
$578K -$6.49K -46 -1%
WPC
1335
Waters Parkerson & Co
Louisiana
$578K +$148K +1,050 +34%
SWA
1336
Sax Wealth Advisors
New Jersey
$576K +$144K +1,025 +33%
TPA
1337
Trivium Point Advisory
Connecticut
$574K +$90.6K +643 +19%
SMWM
1338
Silvia McColl Wealth Management
California
$573K
XSC
1339
X-Square Capital
Puerto Rico
$573K +$141 +1 +0%
SFP
1340
Shepherd Financial Partners
Massachusetts
$571K +$282 +2 +0%
CSPIA
1341
Cary Street Partners Investment Advisory
Virginia
$570K +$43K +305 +8%
CH
1342
Cromwell Holdings
Wyoming
$568K
BWP
1343
Burling Wealth Partners
Illinois
$568K +$568K +4,030 New
AFA
1344
AA Financial Advisors
Ohio
$567K +$114K +812 +25%
AFT
1345
Alpha Family Trust
California
$567K +$567K +4,025 New
SIM
1346
Sentry Investment Management
Wisconsin
$566K
FCH
1347
Freestone Capital Holdings
Washington
$564K -$845 -6 -0.1%
VHAM
1348
Van Hulzen Asset Management
California
$563K +$92.4K +656 +20%
AWM
1349
Aprio Wealth Management
Georgia
$563K +$35.6K +253 +7%
3IP
1350
3Chopt Investment Partners
Virginia
$561K -$31.4K -223 -5%