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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
AL
1451
Aspiriant LLC
California
$452K
ESB
1452
Essex Savings Bank
Connecticut
$452K
MAC
1453
Mason & Associates (California)
California
$451K
CPBTD
1454
Central Pacific Bank - Trust Division
Hawaii
$451K
NGA
1455
Naples Global Advisors
Florida
$450K
PWP
1456
Perfromance Wealth Partners
Illinois
$449K
EIP
1457
Easterly Investment Partners
Massachusetts
$444K
EFM
1458
E Fund Management
China
$443K
HI
1459
Harbour Investments
Wisconsin
$443K
MPWS
1460
McCarter Private Wealth Services
Massachusetts
$442K
FMTC
1461
Farmers & Merchants Trust Company
California
$440K
APP
1462
Avantax Planning Partners
Iowa
$439K
DE
1463
Diversified Enterprises
Delaware
$439K
OWA
1464
One Wealth Advisors
California
$438K
Hotchkis & Wiley Capital Management
1465
Hotchkis & Wiley Capital Management
California
$437K
HGA
1466
Hobbs Group Advisors
South Carolina
$435K
LSL
1467
Legacy Solutions LLC
Pennsylvania
$433K
HI
1468
Humankind Investments
New York
$433K
FOA
1469
Five Oceans Advisors
California
$432K
FC
1470
Fulcrum Capital
Washington
$432K
BFC
1471
Bedel Financial Consulting
Indiana
$431K
MAM
1472
McLean Asset Management
Virginia
$430K
HBW
1473
Hazlett, Burt & Watson
West Virginia
$429K
GD
1474
Grandfield & Dodd
New York
$429K
AC
1475
Apella Capital
Connecticut
$429K