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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
BI
1376
Bolthouse Investments
California
$533K
Holocene Advisors
1377
Holocene Advisors
New York
$533K
JCIA
1378
Jackson Creek Investment Advisors
Colorado
$533K
OFW
1379
Omnia Family Wealth
Florida
$532K
FFG
1380
Frisch Financial Group
New York
$530K
AO
1381
Advisor OS
Illinois
$529K
PA
1382
PFG Advisors
Arizona
$529K
MTIC
1383
Missouri Trust & Investment Company
Missouri
$528K
IWA
1384
Inspirion Wealth Advisors
Illinois
$527K
TWM
1385
Trueblood Wealth Management
Ohio
$526K
VA
1386
Valmark Advisers
Ohio
$525K
CWM
1387
Centric Wealth Management
Illinois
$524K
MHR
1388
Matthew Hamilton Rosenberg
$524K
SAW
1389
Signal Advisors Wealth
Michigan
$523K
TWM
1390
Topsail Wealth Management
North Carolina
$519K
VFA
1391
Voya Financial Advisors
Connecticut
$517K
FFO
1392
Fiduciary Family Office
Florida
$516K
TC
1393
TwinBeech Capital
New York
$515K
MSA
1394
Marino Stram & Associates
Massachusetts
$515K
SL
1395
Sentinus LLC
Illinois
$514K
EWA
1396
Exencial Wealth Advisors
Oklahoma
$513K
AWA
1397
Arete Wealth Advisors
Illinois
$512K
BWG
1398
Beta Wealth Group
California
$512K
NHT
1399
New Hampshire Trust
New Hampshire
$504K
BAM
1400
Belpointe Asset Management
Nevada
$503K