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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 %
AO
1376
Advisor OS
Illinois
$529K +$128K +910 +32%
PA
1377
PFG Advisors
Arizona
$529K +$93.7K +665 +22%
MTIC
1378
Missouri Trust & Investment Company
Missouri
$528K
IWA
1379
Inspirion Wealth Advisors
Illinois
$527K
TWM
1380
Trueblood Wealth Management
Ohio
$526K +$38.9K +276 +8%
VA
1381
Valmark Advisers
Ohio
$525K -$55.8K -396 -10%
CWM
1382
Centric Wealth Management
Illinois
$524K -$2.15K -15 -0.4%
MHR
1383
Matthew Hamilton Rosenberg
$524K -$63.8K -453 -11%
SAW
1384
Signal Advisors Wealth
Michigan
$523K -$9.44K -67 -2%
TWM
1385
Topsail Wealth Management
North Carolina
$519K -$80.4K -571 -13%
VFA
1386
Voya Financial Advisors
Connecticut
$517K -$7.18K -51 -1%
FFO
1387
Fiduciary Family Office
Florida
$516K +$115K +818 +29%
TC
1388
TwinBeech Capital
New York
$515K -$579K -4,109 -53%
MSA
1389
Marino Stram & Associates
Massachusetts
$515K -$18.6K -132 -3%
SL
1390
Sentinus LLC
Illinois
$514K +$50.9K +361 +11%
EWA
1391
Exencial Wealth Advisors
Oklahoma
$513K -$107K -761 -17%
AWA
1392
Arete Wealth Advisors
Illinois
$512K -$1.2M -8,489 -70%
BWG
1393
Beta Wealth Group
California
$512K -$154K -1,096 -23%
NHT
1394
New Hampshire Trust
New Hampshire
$504K +$171K +1,217 +51%
BAM
1395
Belpointe Asset Management
Nevada
$503K +$15.8K +112 +3%
JWM
1396
JGP Wealth Management
Oregon
$502K -$17K -121 -3%
MCM
1397
Manchester Capital Management
Vermont
$502K -$5.78K -41 -1%
PCG
1398
Prosperity Consulting Group
Maryland
$499K +$53.5K +380 +12%
AGWCA
1399
Annis Gardner Whiting Capital Advisors
Florida
$496K +$42.3K +300 +9%
WBG
1400
Wharton Business Group
Pennsylvania
$495K -$397K -2,820 -45%