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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
AWA
1401
Arete Wealth Advisors
Illinois
$512K
BWG
1402
Beta Wealth Group
California
$512K
NHT
1403
New Hampshire Trust
New Hampshire
$504K
BAM
1404
Belpointe Asset Management
Nevada
$503K
JWM
1405
JGP Wealth Management
Oregon
$502K
MCM
1406
Manchester Capital Management
Vermont
$502K
PCG
1407
Prosperity Consulting Group
Maryland
$499K
AGWCA
1408
Annis Gardner Whiting Capital Advisors
Florida
$496K
WBG
1409
Wharton Business Group
Pennsylvania
$495K
FNB
1410
Farmers National Bank
Kentucky
$495K
AAS
1411
Ameritas Advisory Services
Nebraska
$494K
AFG
1412
Allegheny Financial Group
Pennsylvania
$493K
TIA
1413
Tiemann Investment Advisors
California
$492K
WGC
1414
Watts Gwilliam & Co
Arizona
$492K
DSC
1415
Duncker Streett & Co
Missouri
$491K
GFA
1416
Gallagher Fiduciary Advisors
Illinois
$490K
JAG
1417
Journey Advisory Group
Kentucky
$487K
BOH
1418
Bank of Hawaii
Hawaii
$483K
DIA
1419
Davidson Investment Advisors
Montana
$483K
CBOR
1420
Community Bank of Raymore
Missouri
$482K
PWMG
1421
Prestige Wealth Management Group
New Jersey
$481K
AWG
1422
Altus Wealth Group
Colorado
$479K
Cohen & Steers
1423
Cohen & Steers
New York
$479K
SC
1424
Sapient Capital
Indiana
$479K
PFA
1425
Pure Financial Advisors
California
$477K