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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 %
FMTC
1451
Farmers & Merchants Trust Company
California
$440K +$60.1K +427 +16%
APP
1452
Avantax Planning Partners
Iowa
$439K -$8.45K -60 -2%
DE
1453
Diversified Enterprises
Delaware
$439K -$11.6K -82 -3%
OWA
1454
One Wealth Advisors
California
$438K +$3.66K +26 +0.8%
Hotchkis & Wiley Capital Management
1455
Hotchkis & Wiley Capital Management
California
$437K -$26.8K -190 -6%
HGA
1456
Hobbs Group Advisors
South Carolina
$435K +$1.41K +10 +0.3%
LSL
1457
Legacy Solutions LLC
Pennsylvania
$433K +$27.9K +198 +7%
HI
1458
Humankind Investments
New York
$433K -$160K -1,134 -27%
FOA
1459
Five Oceans Advisors
California
$432K +$2.82K +20 +0.7%
FC
1460
Fulcrum Capital
Washington
$432K
BFC
1461
Bedel Financial Consulting
Indiana
$431K
MAM
1462
McLean Asset Management
Virginia
$430K +$10.4K +73 +2%
HBW
1463
Hazlett, Burt & Watson
West Virginia
$429K +$204K +1,444 +90%
GD
1464
Grandfield & Dodd
New York
$429K +$704 +5 +0.2%
AC
1465
Apella Capital
Connecticut
$429K +$22K +153 +5%
MF
1466
Manchester Financial
California
$429K
OAM
1467
Ostrum Asset Management
France
$427K -$12.3K -87 -3%
IA
1468
Integrity Alliance
Iowa
$427K -$116K -821 -21%
KSB
1469
Kennebec Savings Bank
Maine
$427K +$17.6K +125 +4%
ACI
1470
Alpha Cubed Investments
California
$426K +$10.8K +77 +3%
RIA
1471
Richwood Investment Advisors
Ohio
$425K -$78.2K -555 -16%
CWM
1472
Castle Wealth Management
Florida
$425K -$39.9K -283 -9%
TA
1473
Tactive Advisors
Florida
$424K +$424K +3,012 New
PCM
1474
Prelude Capital Management
New York
$424K +$424K +3,012 New
CWM
1475
Circle Wealth Management
New Jersey
$423K