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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
MCWA
1526
Meadow Creek Wealth Advisors
Georgia
$394K
AA
1527
Auxano Advisors
Washington
$394K
AWM
1528
Ariadne Wealth Management
California
$394K
WA
1529
Waddell & Associates
Tennessee
$392K
SPWM
1530
Spartan Planning & Wealth Management
North Carolina
$391K
IIM
1531
Ipswich Investment Management
Massachusetts
$391K
RFM
1532
Royal Fund Management
Florida
$390K
ABC
1533
Associated Banc-Corp
Wisconsin
$388K
JSC
1534
Jackson Square Capital
California
$386K
CCM
1535
Charter Capital Management
Wisconsin
$385K
BP
1536
Broadleaf Partners
Ohio
$383K
NWMG
1537
National Wealth Management Group
Ohio
$382K
AWS
1538
Aspen Wealth Strategies
Colorado
$380K
LSA
1539
Lion Street Advisors
Texas
$380K
BOPW
1540
Brandywine Oak Private Wealth
Pennsylvania
$379K
OC
1541
Oakworth Capital
Alabama
$378K
AFC
1542
AFT Forsyth & Company
Florida
$378K
EFSCE
1543
Enterprise Financial Services Corp (EFSC)
Missouri
$378K
CA
1544
CoreCap Advisors
Michigan
$378K
RA
1545
Rockingstone Advisors
Massachusetts
$378K
CNB
1546
Camden National Bank
Maine
$376K
ACM
1547
Ashford Capital Management
Delaware
$376K
VFG
1548
Victory Financial Group
Texas
$376K
NAG
1549
Northstar Advisory Group
New Jersey
$376K
TWM
1550
Tanager Wealth Management
United Kingdom
$375K