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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
RW
1426
RVW Wealth
California
$477K
OL
1427
Optas LLC
Texas
$477K
PHK
1428
Point72 Hong Kong
Hong Kong
$476K
ARMT
1429
Amica Retiree Medical Trust
Rhode Island
$471K
QFA
1430
Quantum Financial Advisors
California
$471K
AWM
1431
Accurate Wealth Management
Florida
$470K
WPA
1432
Wealth Preservation Advisors
Tennessee
$470K
NL
1433
NWAM LLC
Washington
$468K
KA
1434
Kovack Advisors
Florida
$467K
AIM
1435
Aigen Investment Management
New York
$466K
SAG
1436
SageView Advisory Group
California
$463K
WPW
1437
Waldron Private Wealth
Pennsylvania
$463K
PWM
1438
Proathlete Wealth Management
Florida
$461K
CPC
1439
Congress Park Capital
New York
$458K
KWM
1440
Kingsman Wealth Management
Florida
$457K
EI
1441
Ellevest Inc
New York
$457K
V
1442
ViaWealth
Kansas
$457K
ANBT
1443
American National Bank & Trust
Texas
$456K
GPA
1444
Guerra Pan Advisors
New Jersey
$456K
PFWA
1445
Paces Ferry Wealth Advisors
Georgia
$456K
OL
1446
OneFund LLC
Florida
$455K
MA
1447
MJP Associates
Connecticut
$455K
PCA
1448
Pallas Capital Advisors
Massachusetts
$455K
BIG
1449
Brookwood Investment Group
Arizona
$454K
JFGIW
1450
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$453K