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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 %
SAG
1426
SageView Advisory Group
California
$463K +$26.8K +188 +6%
WPW
1427
Waldron Private Wealth
Pennsylvania
$463K -$14.6K -104 -3%
PWM
1428
Proathlete Wealth Management
Florida
$461K +$1.97K +14 +0.4%
CPC
1429
Congress Park Capital
New York
$458K +$10.6K +75 +2%
KWM
1430
Kingsman Wealth Management
Florida
$457K +$16.1K +114 +4%
EI
1431
Ellevest Inc
New York
$457K -$188K -1,335 -29%
V
1432
ViaWealth
Kansas
$457K +$457K +3,241 New
ANBT
1433
American National Bank & Trust
Texas
$456K
GPA
1434
Guerra Pan Advisors
New Jersey
$456K
PFWA
1435
Paces Ferry Wealth Advisors
Georgia
$456K -$11.6K -82 -2%
OL
1436
OneFund LLC
Florida
$455K -$5.21K -37 -1%
MA
1437
MJP Associates
Connecticut
$455K +$139K +984 +44%
PCA
1438
Pallas Capital Advisors
Massachusetts
$455K -$9.86K -70 -2%
BIG
1439
Brookwood Investment Group
Arizona
$454K +$454K +3,221 New
JFGIW
1440
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$453K +$203K +1,440 +81%
AL
1441
Aspiriant LLC
California
$452K -$21.8K -155 -5%
ESB
1442
Essex Savings Bank
Connecticut
$452K -$11.8K -84 -3%
MAC
1443
Mason & Associates (California)
California
$451K
CPBTD
1444
Central Pacific Bank - Trust Division
Hawaii
$451K -$10.1K -72 -2%
NGA
1445
Naples Global Advisors
Florida
$450K +$148K +1,050 +49%
PWP
1446
Perfromance Wealth Partners
Illinois
$449K -$1.83K -13 -0.4%
EIP
1447
Easterly Investment Partners
Massachusetts
$444K
EFM
1448
E Fund Management
China
$443K -$12.3K -87 -3%
HI
1449
Harbour Investments
Wisconsin
$443K +$14.8K +105 +3%
MPWS
1450
McCarter Private Wealth Services
Massachusetts
$442K -$704 -5 -0.2%