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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 %
AWA
1351
Amplius Wealth Advisors
Pennsylvania
$556K +$11.8K +84 +2%
ICP
1352
Impact Capital Partners
Colorado
$556K -$64.7K -459 -10%
AIM
1353
Allen Investment Management
New York
$556K -$12.7K -90 -2%
WB
1354
Webster Bank
Connecticut
$554K -$55.1K -391 -9%
BAM
1355
Broyhill Asset Management
North Carolina
$551K
GLA
1356
Great Lakes Advisors
Illinois
$550K -$169K -1,200 -24%
SCM
1357
SOL Capital Management
Maryland
$546K
EAM
1358
Exane Asset Management
France
$544K +$544K +3,291 New
CBT
1359
Crews Bank & Trust
Florida
$543K +$4.79K +34 +0.9%
LFM
1360
LGT Fund Management
Liechtenstein
$541K -$586K -4,161 -52%
BONST
1361
Bank of Nova Scotia Trust
Ontario, Canada
$539K -$3.8K -27 -0.7%
CA
1362
Claro Advisors
Massachusetts
$539K -$321K -2,277 -37%
DJSG
1363
D.J. St. Germain
Massachusetts
$539K -$35.2K -250 -6%
JCM
1364
Jacobi Capital Management
Pennsylvania
$538K +$5.35K +38 +1%
SWM
1365
Segment Wealth Management
Texas
$537K -$1.41K -10 -0.3%
WIS
1366
Wright Investors Service
Connecticut
$537K +$22K +156 +4%
CTC
1367
Cetera Trust Company
Minnesota
$536K
HAS
1368
HBW Advisory Services
California
$535K +$63.8K +453 +14%
TW
1369
TritonPoint Wealth
Maryland
$535K +$25.9K +184 +5%
AIM
1370
Advyzon Investment Management
Illinois
$535K +$15.4K +109 +3%
BI
1371
Bolthouse Investments
California
$533K
Holocene Advisors
1372
Holocene Advisors
New York
$533K -$55M -390,811 -99%
JCIA
1373
Jackson Creek Investment Advisors
Colorado
$533K -$11.4K -81 -2%
OFW
1374
Omnia Family Wealth
Florida
$532K +$21.7K +154 +4%
FFG
1375
Frisch Financial Group
New York
$530K +$3.38K +24 +0.6%