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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
MF
1476
Manchester Financial
California
$429K
SIL
1477
Severin Investments, LLC
Missouri
$428K
OAM
1478
Ostrum Asset Management
France
$427K
IA
1479
Integrity Alliance
Iowa
$427K
KSB
1480
Kennebec Savings Bank
Maine
$427K
ACI
1481
Alpha Cubed Investments
California
$426K
RIA
1482
Richwood Investment Advisors
Ohio
$425K
CWM
1483
Castle Wealth Management
Florida
$425K
PCM
1484
Prelude Capital Management
New York
$424K
TA
1485
Tactive Advisors
Florida
$424K
CWM
1486
Circle Wealth Management
New Jersey
$423K
SOAMC
1487
Spirit of America Management Corp
New York
$423K
SMA
1488
Seven Mile Advisory
New Jersey
$423K
APW
1489
Austin Private Wealth
Texas
$422K
PPC
1490
Park Place Capital
Alabama
$422K
FAIM
1491
Financial Advocates Investment Management
Washington
$421K
SWG
1492
Summit Wealth Group
Vermont
$421K
ORC
1493
O'Rourke & Company
Massachusetts
$420K
CP
1494
Castleview Partners
Texas
$420K
CSB
1495
City State Bank
Iowa
$419K
IGAM
1496
iA Global Asset Management
Quebec, Canada
$418K
BFC
1497
Blue Fin Capital
Rhode Island
$418K
NCTC
1498
New Covenant Trust Company
Indiana
$417K
FIB
1499
First Interstate Bank
Montana
$416K
FPL
1500
Fortress Private Ledger
North Carolina
$415K