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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 %
HFS
1501
Howard Financial Services
Texas
$402K -$38.3K -272 -9%
WA1
1502
Wimmer Associates 1
California
$400K
FA
1503
Fiducient Advisors
Illinois
$400K +$1.55K +11 +0.4%
FC
1504
Fairscale Capital
New Hampshire
$399K +$93.9K +659 +31%
BCA
1505
Bay Colony Advisors
Massachusetts
$399K -$157K -1,112 -28%
NW
1506
Naviter Wealth
Arkansas
$398K +$20.6K +146 +5%
TWM
1507
Tradition Wealth Management
Minnesota
$397K +$89.3K +634 +29%
TSMHT
1508
Thurston Springer Miller Herd & Titak
Indiana
$396K -$87.6K -622 -18%
BWP
1509
Balboa Wealth Partners
Arizona
$396K -$17.5K -124 -4%
CM
1510
Cercano Management
Washington
$396K
WAG
1511
Wallace Advisory Group
California
$396K +$4.67K +40 +1%
LTI
1512
Laffer Tengler Investments
Tennessee
$395K +$395K +2,807 New
PL
1513
Plancorp LLC
Missouri
$395K +$5.63K +40 +1%
SWRP
1514
Summit Wealth & Retirement Planning
California
$394K +$394K +2,800 New
MCWA
1515
Meadow Creek Wealth Advisors
Georgia
$394K +$9.72K +69 +3%
AA
1516
Auxano Advisors
Washington
$394K -$6.06K -43 -2%
AWM
1517
Ariadne Wealth Management
California
$394K +$65.1K +438 +20%
WA
1518
Waddell & Associates
Tennessee
$392K -$47.3K -336 -11%
SPWM
1519
Spartan Planning & Wealth Management
North Carolina
$391K +$391K +2,779 New
IIM
1520
Ipswich Investment Management
Massachusetts
$391K -$11.1K -79 -3%
RFM
1521
Royal Fund Management
Florida
$390K +$220K +1,561 +129%
ABC
1522
Associated Banc-Corp
Wisconsin
$388K -$47.9K -340 -11%
JSC
1523
Jackson Square Capital
California
$386K
CCM
1524
Charter Capital Management
Wisconsin
$385K +$385K +2,735 New
BP
1525
Broadleaf Partners
Ohio
$383K