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
KIA
1326
Knollwood Investment Advisory
Maryland
$600K
BTD
1327
BankPlus Trust Department
Mississippi
$596K
CA
1328
Continuum Advisory
Idaho
$594K
PCML
1329
Payne Capital Management, LLC
New York
$593K
KA
1330
Klingman & Associates
New York
$592K
GC
1331
GFG Capital
Florida
$591K
FFBTD
1332
First Financial Bank - Trust Division
Ohio
$589K
VCM
1333
Versant Capital Management
Arizona
$587K
FCG
1334
Fielder Capital Group
Tennessee
$584K
PEA
1335
Park Edge Advisors
Ohio
$584K
CVM
1336
Cheviot Value Management
California
$583K
HI
1337
Hudock Inc
Pennsylvania
$582K
PNC
1338
Park National Corp
Ohio
$582K
AWAP
1339
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$582K
SM
1340
Salzhauer Michael
$582K
FAT
1341
First American Trust
California
$581K
AWM
1342
Atticus Wealth Management
Florida
$581K
KF
1343
KKM Financial
Illinois
$578K
WPC
1344
Waters Parkerson & Co
Louisiana
$578K
SWA
1345
Sax Wealth Advisors
New Jersey
$576K
TPA
1346
Trivium Point Advisory
Connecticut
$574K
SMWM
1347
Silvia McColl Wealth Management
California
$573K
XSC
1348
X-Square Capital
Puerto Rico
$573K
SFP
1349
Shepherd Financial Partners
Massachusetts
$571K
CSPIA
1350
Cary Street Partners Investment Advisory
Virginia
$570K