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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
CTC
1376
Cetera Trust Company
Minnesota
$536K
HAS
1377
HBW Advisory Services
California
$535K
TW
1378
TritonPoint Wealth
Maryland
$535K
AIM
1379
Advyzon Investment Management
Illinois
$535K
BI
1380
Bolthouse Investments
California
$533K
Holocene Advisors
1381
Holocene Advisors
New York
$533K
JCIA
1382
Jackson Creek Investment Advisors
Colorado
$533K
OFW
1383
Omnia Family Wealth
Florida
$532K
FFG
1384
Frisch Financial Group
New York
$530K
AO
1385
Advisor OS
Illinois
$529K
PA
1386
PFG Advisors
Arizona
$529K
MTIC
1387
Missouri Trust & Investment Company
Missouri
$528K
IWA
1388
Inspirion Wealth Advisors
Illinois
$527K
TWM
1389
Trueblood Wealth Management
Ohio
$526K
VA
1390
Valmark Advisers
Ohio
$525K
CWM
1391
Centric Wealth Management
Illinois
$524K
MHR
1392
Matthew Hamilton Rosenberg
$524K
SAW
1393
Signal Advisors Wealth
Michigan
$523K
TWM
1394
Topsail Wealth Management
North Carolina
$519K
VFA
1395
Voya Financial Advisors
Connecticut
$517K
FFO
1396
Fiduciary Family Office
Florida
$516K
TC
1397
TwinBeech Capital
New York
$515K
MSA
1398
Marino Stram & Associates
Massachusetts
$515K
SL
1399
Sentinus LLC
Illinois
$514K
EWA
1400
Exencial Wealth Advisors
Oklahoma
$513K