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Morgan Stanley

2,173 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, 763 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: 2,0672,173 (+106)

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
2,173
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
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$96M
Chevy Chase Trust
127
Chevy Chase Trust
Maryland
$92.6M
VRS
128
Virginia Retirement Systems
Virginia
$92.2M
TG
129
TCW Group
California
$90.4M
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$90M
Primecap Management
131
Primecap Management
California
$89.6M
Connor, Clark & Lunn Investment Management (CC&L)
132
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$87.1M
WFMPM
133
Woodley Farra Manion Portfolio Management
Indiana
$86.9M
UM
134
UniSuper Management
Australia
$86M
Bank of Nova Scotia
135
Bank of Nova Scotia
Ontario, Canada
$86M
Truist Financial
136
Truist Financial
North Carolina
$84.4M
CIBC World Market
137
CIBC World Market
Ontario, Canada
$83.3M
DekaBank Deutsche Girozentrale
138
DekaBank Deutsche Girozentrale
Germany
$82.6M
TD Asset Management
139
TD Asset Management
Ontario, Canada
$79.6M
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$79M
Asset Management One
141
Asset Management One
Japan
$78.9M
Axa
142
Axa
France
$78M
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$75.8M
Nomura Asset Management
144
Nomura Asset Management
Japan
$74.8M
MMH
145
Menora Mivtachim Holdings
Israel
$74.5M
SEI Investments
146
SEI Investments
Pennsylvania
$73.2M
Millennium Management
147
Millennium Management
New York
$72M
CAI
148
Capital Advisors Inc
Oklahoma
$70.9M
Mitsubishi UFJ Trust & Banking
149
Mitsubishi UFJ Trust & Banking
Japan
$70M
KK
150
KLP Kapitalforvaltning
Norway
$70M