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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
FFA
1501
Founders Financial Alliance
North Carolina
$415K
NWA
1502
Navis Wealth Advisors
New York
$414K
KFI
1503
Key Financial Inc
Pennsylvania
$413K
CIC
1504
Crawford Investment Counsel
Georgia
$413K
EA
1505
Everpar Advisors
Oklahoma
$412K
MWPCG
1506
Measured Wealth Private Client Group
New Hampshire
$411K
GSWM
1507
Golden State Wealth Management
California
$411K
RWA
1508
River Wealth Advisors
Pennsylvania
$411K
BWG
1509
Berry Wealth Group
Texas
$409K
GC
1510
Grimes & Company
Massachusetts
$407K
VC
1511
Vicus Capital
Pennsylvania
$405K
HFS
1512
Howard Financial Services
Texas
$402K
WA1
1513
Wimmer Associates 1
California
$400K
FA
1514
Fiducient Advisors
Illinois
$400K
FC
1515
Fairscale Capital
New Hampshire
$399K
BCA
1516
Bay Colony Advisors
Massachusetts
$399K
NW
1517
Naviter Wealth
Arkansas
$398K
TWM
1518
Tradition Wealth Management
Minnesota
$397K
TSMHT
1519
Thurston Springer Miller Herd & Titak
Indiana
$396K
BWP
1520
Balboa Wealth Partners
Arizona
$396K
CM
1521
Cercano Management
Washington
$396K
WAG
1522
Wallace Advisory Group
California
$396K
LTI
1523
Laffer Tengler Investments
Tennessee
$395K
PL
1524
Plancorp LLC
Missouri
$395K
SWRP
1525
Summit Wealth & Retirement Planning
California
$394K