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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
SIM
1351
Sentry Investment Management
Wisconsin
$566K
FCH
1352
Freestone Capital Holdings
Washington
$564K
VHAM
1353
Van Hulzen Asset Management
California
$563K
AWM
1354
Aprio Wealth Management
Georgia
$563K
3IP
1355
3Chopt Investment Partners
Virginia
$561K
AWA
1356
Amplius Wealth Advisors
Pennsylvania
$556K
ICP
1357
Impact Capital Partners
Colorado
$556K
AIM
1358
Allen Investment Management
New York
$556K
WB
1359
Webster Bank
Connecticut
$554K
BAM
1360
Broyhill Asset Management
North Carolina
$551K
GLA
1361
Great Lakes Advisors
Illinois
$550K
SCM
1362
SOL Capital Management
Maryland
$546K
EAM
1363
Exane Asset Management
France
$544K
CBT
1364
Crews Bank & Trust
Florida
$543K
LFM
1365
LGT Fund Management
Liechtenstein
$541K
BONST
1366
Bank of Nova Scotia Trust
Ontario, Canada
$539K
CA
1367
Claro Advisors
Massachusetts
$539K
DJSG
1368
D.J. St. Germain
Massachusetts
$539K
JCM
1369
Jacobi Capital Management
Pennsylvania
$538K
SWM
1370
Segment Wealth Management
Texas
$537K
WIS
1371
Wright Investors Service
Connecticut
$537K
CTC
1372
Cetera Trust Company
Minnesota
$536K
HAS
1373
HBW Advisory Services
California
$535K
TW
1374
TritonPoint Wealth
Maryland
$535K
AIM
1375
Advyzon Investment Management
Illinois
$535K