MS icon

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 %
FNB
1401
Farmers National Bank
Kentucky
$495K -$1.13K -8 -0.2%
AAS
1402
Ameritas Advisory Services
Nebraska
$494K +$55.8K +396 +13%
AFG
1403
Allegheny Financial Group
Pennsylvania
$493K +$2.96K +21 +0.6%
TIA
1404
Tiemann Investment Advisors
California
$492K -$17.6K -125 -3%
DSC
1405
Duncker Streett & Co
Missouri
$491K +$58.5K +415 +14%
GFA
1406
Gallagher Fiduciary Advisors
Illinois
$490K +$31.5K +224 +7%
JAG
1407
Journey Advisory Group
Kentucky
$487K
BOH
1408
Bank of Hawaii
Hawaii
$483K -$48K -341 -9%
DIA
1409
Davidson Investment Advisors
Montana
$483K
CBOR
1410
Community Bank of Raymore
Missouri
$482K
PWMG
1411
Prestige Wealth Management Group
New Jersey
$481K +$415K +2,947 +627%
AWG
1412
Altus Wealth Group
Colorado
$479K -$17.9K -127 -4%
Cohen & Steers
1413
Cohen & Steers
New York
$479K
SC
1414
Sapient Capital
Indiana
$479K +$563 +4 +0.1%
PFA
1415
Pure Financial Advisors
California
$477K +$125K +884 +35%
RW
1416
RVW Wealth
California
$477K -$12.8K -91 -3%
OL
1417
Optas LLC
Texas
$477K +$47.2K +335 +11%
PHK
1418
Point72 Hong Kong
Hong Kong
$476K +$476K +3,376 New
ARMT
1419
Amica Retiree Medical Trust
Rhode Island
$471K -$71.1K -505 -13%
QFA
1420
Quantum Financial Advisors
California
$471K
AWM
1421
Accurate Wealth Management
Florida
$470K +$196K +1,371 +71%
WPA
1422
Wealth Preservation Advisors
Tennessee
$470K -$33.2K -236 -7%
NL
1423
NWAM LLC
Washington
$468K -$31.7K -219 -6%
KA
1424
Kovack Advisors
Florida
$467K -$325K -2,306 -41%
AIM
1425
Aigen Investment Management
New York
$466K -$2.98M -21,172 -86%