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Morgan Stanley

2,175 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: 2,0672,175 (+108)

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
2,175
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
KA
1326
Klingman & Associates
New York
$592K
GC
1327
GFG Capital
Florida
$591K
FFBTD
1328
First Financial Bank - Trust Division
Ohio
$589K
VCM
1329
Versant Capital Management
Arizona
$587K
FCG
1330
Fielder Capital Group
Tennessee
$584K
PEA
1331
Park Edge Advisors
Ohio
$584K
CVM
1332
Cheviot Value Management
California
$583K
HI
1333
Hudock Inc
Pennsylvania
$582K
PNC
1334
Park National Corp
Ohio
$582K
AWAP
1335
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$582K
SM
1336
Salzhauer Michael
$582K
FAT
1337
First American Trust
California
$581K
AWM
1338
Atticus Wealth Management
Florida
$581K
KF
1339
KKM Financial
Illinois
$578K
WPC
1340
Waters Parkerson & Co
Louisiana
$578K
SWA
1341
Sax Wealth Advisors
New Jersey
$576K
TPA
1342
Trivium Point Advisory
Connecticut
$574K
SMWM
1343
Silvia McColl Wealth Management
California
$573K
XSC
1344
X-Square Capital
Puerto Rico
$573K
SFP
1345
Shepherd Financial Partners
Massachusetts
$571K
CSPIA
1346
Cary Street Partners Investment Advisory
Virginia
$570K
CH
1347
Cromwell Holdings
Wyoming
$568K
BWP
1348
Burling Wealth Partners
Illinois
$568K
AFA
1349
AA Financial Advisors
Ohio
$567K
AFT
1350
Alpha Family Trust
California
$567K