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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
JWM
1401
JGP Wealth Management
Oregon
$502K
MCM
1402
Manchester Capital Management
Vermont
$502K
PCG
1403
Prosperity Consulting Group
Maryland
$499K
AGWCA
1404
Annis Gardner Whiting Capital Advisors
Florida
$496K
WBG
1405
Wharton Business Group
Pennsylvania
$495K
FNB
1406
Farmers National Bank
Kentucky
$495K
AAS
1407
Ameritas Advisory Services
Nebraska
$494K
AFG
1408
Allegheny Financial Group
Pennsylvania
$493K
TIA
1409
Tiemann Investment Advisors
California
$492K
WGC
1410
Watts Gwilliam & Co
Arizona
$492K
DSC
1411
Duncker Streett & Co
Missouri
$491K
GFA
1412
Gallagher Fiduciary Advisors
Illinois
$490K
JAG
1413
Journey Advisory Group
Kentucky
$487K
BOH
1414
Bank of Hawaii
Hawaii
$483K
DIA
1415
Davidson Investment Advisors
Montana
$483K
CBOR
1416
Community Bank of Raymore
Missouri
$482K
PWMG
1417
Prestige Wealth Management Group
New Jersey
$481K
AWG
1418
Altus Wealth Group
Colorado
$479K
Cohen & Steers
1419
Cohen & Steers
New York
$479K
SC
1420
Sapient Capital
Indiana
$479K
PFA
1421
Pure Financial Advisors
California
$477K
RW
1422
RVW Wealth
California
$477K
OL
1423
Optas LLC
Texas
$477K
PHK
1424
Point72 Hong Kong
Hong Kong
$476K
ARMT
1425
Amica Retiree Medical Trust
Rhode Island
$471K