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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 %
AWS
1526
Aspen Wealth Strategies
Colorado
$380K +$13.5K +96 +4%
LSA
1527
Lion Street Advisors
Texas
$380K -$1.83K -13 -0.5%
BOPW
1528
Brandywine Oak Private Wealth
Pennsylvania
$379K -$1.97K -14 -0.5%
OC
1529
Oakworth Capital
Alabama
$378K -$19.6K -139 -5%
AFC
1530
AFT Forsyth & Company
Florida
$378K
EFSCE
1531
Enterprise Financial Services Corp (EFSC)
Missouri
$378K +$27.7K +197 +8%
CA
1532
CoreCap Advisors
Michigan
$378K -$25.8K -183 -6%
RA
1533
Rockingstone Advisors
Massachusetts
$378K +$48.6K +345 +15%
CNB
1534
Camden National Bank
Maine
$376K -$8.73K -62 -2%
ACM
1535
Ashford Capital Management
Delaware
$376K -$217K -1,540 -37%
VFG
1536
Victory Financial Group
Texas
$376K +$29.7K +211 +9%
NAG
1537
Northstar Advisory Group
New Jersey
$376K -$160K -1,133 -30%
TWM
1538
Tanager Wealth Management
United Kingdom
$375K -$3.24K -23 -0.9%
S
1539
Sunpointe
Missouri
$374K +$12.3K +87 +3%
WC
1540
Waterloo Capital
Texas
$373K +$373K +2,646 New
KFS
1541
Kaizen Financial Strategies
California
$372K +$2.96K +21 +0.8%
SIC
1542
Samalin Investment Counsel
New York
$371K -$1.97K -14 -0.5%
RFP
1543
Root Financial Partners
California
$371K +$371K +2,632 New
AC
1544
Allstate Corporation
Illinois
$369K -$4.11M -29,178 -92%
EW
1545
Elyxium Wealth
California
$368K +$60K +426 +19%
MCCA
1546
Mill Creek Capital Advisors
Pennsylvania
$368K -$166K -1,178 -31%
SFC
1547
Strategic Financial Concepts
Texas
$367K -$71.3K -506 -16%
CPW
1548
Cove Private Wealth
New York
$367K +$367K +2,606 New
AA
1549
Argent Advisors
Louisiana
$367K +$4.09K +29 +1%
HWMG
1550
Hurlow Wealth Management Group
Indiana
$365K