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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 %
SOAMC
1476
Spirit of America Management Corp
New York
$423K
SMA
1477
Seven Mile Advisory
New Jersey
$423K +$7.75K +55 +2%
APW
1478
Austin Private Wealth
Texas
$422K +$50.7K +360 +14%
PPC
1479
Park Place Capital
Alabama
$422K +$3.67K +26 +0.9%
FAIM
1480
Financial Advocates Investment Management
Washington
$421K -$360K -2,555 -46%
SWG
1481
Summit Wealth Group
Vermont
$421K -$1.27K -9 -0.3%
ORC
1482
O'Rourke & Company
Massachusetts
$420K -$9.44K -67 -2%
CP
1483
Castleview Partners
Texas
$420K +$72.8K +517 +21%
CSB
1484
City State Bank
Iowa
$419K
IGAM
1485
iA Global Asset Management
Quebec, Canada
$418K -$1.86M -13,201 -82%
BFC
1486
Blue Fin Capital
Rhode Island
$418K +$418K +2,965 New
NCTC
1487
New Covenant Trust Company
Indiana
$417K -$7.46K -53 -2%
FIB
1488
First Interstate Bank
Montana
$416K
FPL
1489
Fortress Private Ledger
North Carolina
$415K +$415K +2,945 New
FFA
1490
Founders Financial Alliance
North Carolina
$415K -$41.1K -292 -9%
NWA
1491
Navis Wealth Advisors
New York
$414K -$2.25K -16 -0.5%
KFI
1492
Key Financial Inc
Pennsylvania
$413K -$27.7K -197 -6%
CIC
1493
Crawford Investment Counsel
Georgia
$413K -$58.6K -416 -12%
EA
1494
Everpar Advisors
Oklahoma
$412K +$19K +135 +5%
MWPCG
1495
Measured Wealth Private Client Group
New Hampshire
$411K +$79.9K +567 +24%
GSWM
1496
Golden State Wealth Management
California
$411K +$17.2K +122 +4%
RWA
1497
River Wealth Advisors
Pennsylvania
$411K +$66.5K +472 +19%
BWG
1498
Berry Wealth Group
Texas
$409K +$38.2K +271 +10%
GC
1499
Grimes & Company
Massachusetts
$407K +$108K +767 +36%
VC
1500
Vicus Capital
Pennsylvania
$405K +$405K +2,875 New